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BBBY

Bed Bath & Beyond

105 hedge funds and large institutions have $380M invested in Bed Bath & Beyond in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

17% more capital invested

Capital invested by funds: $326M → $380M (+$54.3M)

16% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $5M

6% more funds holding

Funds holding: 99105 (+6)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
36
Reduced
34
Closed
16
Calls
$5.81M
Puts
$5M
Net Calls
+$807K
Net Calls Change
-$9.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FFH
1
Fairfax Financial Holdings
Ontario, Canada
$98.1M
Morgan Stanley
2
Morgan Stanley
New York
$46.8M +$23.8M +1,175,588 +139%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.2M +$1.25M +61,561 +6%
State Street
4
State Street
Massachusetts
$19.1M +$11M +542,659 +190%
CAM
5
Chou Associates Management
Ontario, Canada
$17.9M -$3.02M -149,338 -16%
BIT
6
BlackRock Institutional Trust
California
$12.3M -$360K -17,794 -3%
LDB
7
Lee, Danner & Bass
Tennessee
$10.9M -$216K -10,648 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.66M +$2.44M +120,792 +41%
Renaissance Technologies
9
Renaissance Technologies
New York
$9.52M -$981K -48,449 -11%
PCM
10
Portolan Capital Management
Massachusetts
$9.45M +$8.27M +408,693 New
BFA
11
BlackRock Fund Advisors
California
$9.39M -$314K -15,506 -4%
Principal Financial Group
12
Principal Financial Group
Iowa
$6.88M +$3.02M +149,072 +100%
OAM
13
Oberweis Asset Management
Illinois
$6.75M +$743K +36,729 +14%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$6.53M +$929K +45,878 +19%
TA
15
Teachers Advisors
New York
$6.01M +$447K +22,095 +9%
Northern Trust
16
Northern Trust
Illinois
$5.32M +$213K +10,545 +5%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$5.08M +$1.05M +52,082 +31%
Ohio Public Employees Retirement System (OPERS)
18
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.67M +$434K +21,429 +12%
Invesco
19
Invesco
Georgia
$4.24M +$2.29M +113,079 +161%
SGAM
20
Smith Group Asset Management
Texas
$4.12M -$21.6K -1,065 -0.6%
Bank of America
21
Bank of America
North Carolina
$3.8M +$58.2K +2,874 +2%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.63M +$1.36M +67,216 +83%
TCIM
23
TIAA CREF Investment Management
New York
$3.52M -$97.1K -4,795 -3%
American Century Companies
24
American Century Companies
Missouri
$3.5M +$12.3K +608 +0.4%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$3.44M +$2M +98,954 +199%

BBBY Hedge Fund Activity: Q4 2013 in Review

105 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bed Bath & Beyond (BBBY) for Q4 2013, worth a combined $380M — up 17% from $326M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BBBY positions and 16 closed out — a net gain of 6 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.8M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $7.65M sold.

  • 105 institutional investors held Bed Bath & Beyond (BBBY) as of Q4 2013, up from 99 in Q3 2013.
  • Funds reported $380M of Bed Bath & Beyond stock for Q4 2013, up 17% quarter-over-quarter.
  • 22 funds opened new Bed Bath & Beyond positions in Q4 2013 and 16 closed out, a net change of +6 holders.
  • The largest Bed Bath & Beyond buyer in Q4 2013 was Morgan Stanley, an estimated $23.8M added.
  • The largest Bed Bath & Beyond seller in Q4 2013 was Bogle Investment Management, an estimated $7.65M sold.

Based on aggregated 13F filings for Q4 2013.