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BBBY

Bed Bath & Beyond

213 hedge funds and large institutions have $598M invested in Bed Bath & Beyond in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

4.74% more ownership

Funds ownership: 69.56%74.3% (+4.7%)

2% more funds holding

Funds holding: 208213 (+5)

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

15% less capital invested

Capital invested by funds: $702M → $598M (-$104M)

44% less call options, than puts

Call options by funds: $24.1M | Put options by funds: $43.3M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
72
Reduced
67
Closed
35
Calls
$24.1M
Puts
$43.3M
Net Calls
-$19.2M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.8M +$2.51M +116,577 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.6M +$507K +23,573 +0.5%
Invesco
3
Invesco
Georgia
$50.6M -$844K -39,265 -1%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$28.4M -$1.71M -79,407 -5%
SCM
5
Simcoe Capital Management
New York
$24.6M -$11.2M -522,621 -27%
State Street
6
State Street
Massachusetts
$20.6M +$1.09M +50,817 +5%
Morgan Stanley
7
Morgan Stanley
New York
$16.3M +$4.25M +197,857 +27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16.1M +$470K +21,882 +2%
TI
9
Tidal Investments
Wisconsin
$15.6M -$2.71M -125,895 -12%
RHJA
10
Rice Hall James & Associates
California
$15.1M +$5.06M +235,147 +38%
Citadel Advisors
11
Citadel Advisors
Florida
$10.5M +$3.91M +181,968 +44%
Charles Schwab
12
Charles Schwab
California
$10.3M +$1.26M +58,579 +11%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$9.87M +$128K +5,934 +1%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$8.23M +$10.1M +467,500 New
Northern Trust
15
Northern Trust
Illinois
$7.99M +$132K +6,137 +1%
N
16
Nuveen
North Carolina
$7.56M +$5.67M +263,847 +159%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$7.09M -$3.18M -147,873 -27%
Ameriprise
18
Ameriprise
Minnesota
$7.04M +$800K +37,202 +10%
Norges Bank
19
Norges Bank
Norway
$6.98M
Federated Hermes
20
Federated Hermes
Pennsylvania
$6.76M +$6.68M +310,797 +425%
Jane Street
21
Jane Street
New York
$6.17M +$5.37M +249,859 +249%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.3M -$3.19M -148,386 -33%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.21M +$4.09M +190,118 +180%
RA
24
Royce & Associates
New York
$4.94M +$6.04M +280,775 New
Goldman Sachs
25
Goldman Sachs
New York
$4.83M +$833K +38,728 +16%

BBBY Hedge Fund Activity: Q4 2022 in Review

213 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bed Bath & Beyond (BBBY) for Q4 2022, worth a combined $598M — down 15% from $702M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BBBY positions and 35 closed out — a net gain of 9 holders — while 72 added to existing stakes and 67 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $10.1M. The largest seller was Simcoe Capital Management, cutting an estimated $11.2M.

  • 213 institutional investors held Bed Bath & Beyond (BBBY) as of Q4 2022, up from 208 in Q3 2022.
  • Funds reported $598M of Bed Bath & Beyond stock for Q4 2022, down 15% quarter-over-quarter.
  • 44 funds opened new Bed Bath & Beyond positions in Q4 2022 and 35 closed out, a net change of +9 holders.
  • The largest Bed Bath & Beyond buyer in Q4 2022 was Adage Capital Partners, an estimated $10.1M added.
  • The largest Bed Bath & Beyond seller in Q4 2022 was Simcoe Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2022.