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BBBY

Bed Bath & Beyond

153 hedge funds and large institutions have $1.11B invested in Bed Bath & Beyond in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more capital invested

Capital invested by funds: $350M → $1.11B (+$755M)

204% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 26

53% more funds holding

Funds holding: 100153 (+53)

43% more call options, than puts

Call options by funds: $166M | Put options by funds: $116M

28.36% more ownership

Funds ownership: 63.59%91.95% (+28%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

Holders
153
Holders Change
+53
Holders Change %
+53%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
79
Increased
28
Reduced
39
Closed
26
Calls
$166M
Puts
$116M
Net Calls
+$50.2M
Net Calls Change
+$9.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$165M +$118M +3,258,993 +1,890%
SFM
2
Soros Fund Management
New York
$158M +$119M +3,290,482 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$103M -$1.01M -27,948 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$100M +$75.5M +2,090,435 New
BlackRock
5
BlackRock
New York
$71.2M -$6.63M -183,529 -11%
Allianz Asset Management
6
Allianz Asset Management
Germany
$57.5M +$43.3M +1,198,500 New
SMDAM
7
Sumitomo Mitsui DS Asset Management
Japan
$55.3M +$41.6M +1,152,066 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$47.2M -$1.84M -51,030 -5%
LDB
9
Lee, Danner & Bass
Tennessee
$36.1M -$1.4M -38,733 -5%
State Street
10
State Street
Massachusetts
$30.9M +$9.33M +258,236 +67%
MWM
11
Mascoma Wealth Management
New Hampshire
$23.6M +$92.5K +2,560 +0.5%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$21.4M +$16.1M +445,231 New
Coatue Management
13
Coatue Management
New York
$15.9M +$12M +331,862 New
Northern Trust
14
Northern Trust
Illinois
$13.1M -$216K -5,991 -2%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$10.4M +$7.79M +215,622 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.74M -$141K -3,918 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.36M +$7.04M +194,864 New
UBS Group
18
UBS Group
Switzerland
$8.59M +$5.25M +145,474 +436%
TAM
19
Tocqueville Asset Management
New York
$8.26M +$6.21M +171,959 New
BCM
20
Barometer Capital Management
Ontario, Canada
$8.03M +$6.04M +167,174 New
TCIM
21
TIAA CREF Investment Management
New York
$7.98M +$203K +5,617 +3%
PCM
22
Penserra Capital Management
California
$7.57M -$2.29M -63,524 -29%
VOAM
23
Vertex One Asset Management
British Columbia, Canada
$6.03M -$7.64M -211,582 -63%
TA
24
Teachers Advisors
New York
$5.74M +$26.1K +724 +0.6%
GH
25
GAM Holding
Switzerland
$5.69M +$4.28M +118,592 New

BBBY Hedge Fund Activity: Q4 2017 in Review

153 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bed Bath & Beyond (BBBY) for Q4 2017, worth a combined $1.11B — up 216% from $350M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BBBY positions and 26 closed out — a net gain of 53 holders — while 28 added to existing stakes and 39 trimmed.

The largest buyer was Soros Fund Management, opening a new position worth an estimated $119M. The largest seller was Park West Asset Management, exiting entirely with an estimated $26.7M sold.

  • 153 institutional investors held Bed Bath & Beyond (BBBY) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $1.11B of Bed Bath & Beyond stock for Q4 2017, up 216% quarter-over-quarter.
  • 79 funds opened new Bed Bath & Beyond positions in Q4 2017 and 26 closed out, a net change of +53 holders.
  • The largest Bed Bath & Beyond buyer in Q4 2017 was Soros Fund Management, an estimated $119M added.
  • The largest Bed Bath & Beyond seller in Q4 2017 was Park West Asset Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2017.