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BBRG

Bravo Brio Restaurant Group Inc.
BBRG

Delisted

BBRG was delisted on the 23rd of May, 2018.

91 hedge funds and large institutions have $213M invested in Bravo Brio Restaurant Group Inc. in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

5% less funds holding

Funds holding: 9691 (-5)

16% less capital invested

Capital invested by funds: $255M → $213M (-$41.5M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
6
Increased
36
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.7M -$3.41M -233,650 -12%
RMCP
2
Red Mountain Capital Partners
California
$21.3M
Goldman Sachs
3
Goldman Sachs
New York
$18.4M -$48K -3,289 -0.2%
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$14.2M +$16M +1,097,575 New
EBIM
5
Eagle Boston Investment Management
Massachusetts
$10.8M +$24.9K +1,706 +0.2%
PGIM
6
Pacific Global Investment Management
California
$10.2M +$158K +10,825 +1%
WCM
7
Wedge Capital Management
North Carolina
$9.45M +$41.2K +2,826 +0.4%
MRM
8
Michael R. Murphy
$9.39M -$3.06M -209,530 -22%
BIT
9
BlackRock Institutional Trust
California
$8.17M -$1.31M -89,975 -12%
Vanguard Group
10
Vanguard Group
Pennsylvania
$6.76M +$503K +34,493 +7%
BFA
11
BlackRock Fund Advisors
California
$5.94M -$239K -16,382 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$5.7M +$885K +60,665 +16%
PCM
13
Portolan Capital Management
Massachusetts
$4.09M +$84.2K +5,770 +2%
State Street
14
State Street
Massachusetts
$3.98M +$1.66K +114 +0%
KCM
15
Kennedy Capital Management
Missouri
$3.93M -$1.35M -92,782 -23%
SO
16
STRS Ohio
Ohio
$3.76M +$239K +16,400 +6%
KIM
17
Kestrel Investment Management
California
$3.58M -$214K -14,650 -5%
HA
18
Heartland Advisors
Wisconsin
$3.24M
Northern Trust
19
Northern Trust
Illinois
$3.14M +$173K +11,833 +5%
Boston Partners
20
Boston Partners
Massachusetts
$2.98M -$439K -30,100 -12%
RHJA
21
Rice Hall James & Associates
California
$2.92M -$951K -65,192 -22%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.64M -$41.2K -2,826 -1%
TAM
23
Tocqueville Asset Management
New York
$2.33M +$1.34M +92,125 +105%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.15M +$346K +23,698 +17%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$1.97M +$893K +61,227 +67%

BBRG Hedge Fund Activity: Q3 2014 in Review

91 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Bravo Brio Restaurant Group Inc. (BBRG) for Q3 2014, worth a combined $213M — down 16% from $255M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BBRG and 6 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 36 added.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $16M. The largest seller was Wellington Management Group, cutting an estimated $3.41M.

  • 91 institutional investors held Bravo Brio Restaurant Group Inc. (BBRG) as of Q3 2014, down from 96 in Q2 2014.
  • Funds reported $213M of Bravo Brio Restaurant Group Inc. stock for Q3 2014, down 16% quarter-over-quarter.
  • 6 funds opened new Bravo Brio Restaurant Group Inc. positions in Q3 2014 and 11 closed out, a net change of -5 holders.
  • The largest Bravo Brio Restaurant Group Inc. buyer in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $16M added.
  • The largest Bravo Brio Restaurant Group Inc. seller in Q3 2014 was Wellington Management Group, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2014.