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Build-A-Bear

80 hedge funds and large institutions have $111M invested in Build-A-Bear in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

93% more capital invested

Capital invested by funds: $57.3M → $111M (+$53.5M)

51% more funds holding

Funds holding: 5380 (+27)

13.57% more ownership

Funds ownership: 34.21%47.78% (+14%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

82% less call options, than puts

Call options by funds: $20K | Put options by funds: $113K

Holders
80
Holders Change
+27
Holders Change %
+50.94%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
30
Reduced
11
Closed
7
Calls
$20K
Puts
$113K
Net Calls
-$93K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$19.1M +$331K +25,398 +2%
CC
2
Cannell Capital
Wyoming
$14.6M -$4.45M -341,046 -24%
Renaissance Technologies
3
Renaissance Technologies
New York
$11M +$3.03M +232,286 +39%
MHP
4
Manatuck Hill Partners
Connecticut
$6.54M +$2.61M +200,100 +69%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.48M +$480K +36,764 +12%
LSC
6
Lyon Street Capital
California
$4.22M +$1.64M +125,712 +66%
BFA
7
BlackRock Fund Advisors
California
$4.05M +$3.47M +265,809 +708%
BCM
8
Bridgeway Capital Management
Texas
$4.03M +$2.79M +213,950 +244%
EI
9
EAM Investors
California
$2.69M +$2.62M +200,964 New
RFC
10
Russell Frank Company
Washington
$2.45M +$3.03M +232,450 New
Morgan Stanley
11
Morgan Stanley
New York
$2.12M +$921K +70,626 +80%
PRCP
12
Pacific Ridge Capital Partners
Oregon
$2.08M -$1.28M -98,170 -39%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$1.94M +$1.89M +145,150 New
TC
14
TFS Capital
Pennsylvania
$1.65M +$1.61M +123,137 New
FPC
15
Falcon Point Capital
California
$1.47M +$1.44M +110,226 New
State Street
16
State Street
Massachusetts
$1.46M +$1.27M +97,663 +849%
BIT
17
BlackRock Institutional Trust
California
$1.46M +$393K +30,112 +38%
OAM
18
Oxford Asset Management
United Kingdom
$1.39M +$1.02M +77,974 +258%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.38M +$967K +74,139 +259%
BIM
20
Bogle Investment Management
Massachusetts
$1.35M +$1.32M +101,175 New
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.3M +$976K +74,796 +332%
CS
22
Credit Suisse
Switzerland
$1.18M +$1.15M +88,381 New
Millennium Management
23
Millennium Management
New York
$1.11M +$1.08M +82,885 New
MC
24
Menta Capital
California
$946K +$924K +70,800 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$885K +$154K +11,830 +22%

BBW Hedge Fund Activity: Q2 2014 in Review

80 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Build-A-Bear (BBW) for Q2 2014, worth a combined $111M — up 93% from $57.3M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BBW positions and 7 closed out — a net gain of 27 holders — while 30 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.47M. The largest seller was Cannell Capital, cutting an estimated $4.45M.

  • 80 institutional investors held Build-A-Bear (BBW) as of Q2 2014, up from 53 in Q1 2014.
  • Funds reported $111M of Build-A-Bear stock for Q2 2014, up 93% quarter-over-quarter.
  • 34 funds opened new Build-A-Bear positions in Q2 2014 and 7 closed out, a net change of +27 holders.
  • The largest Build-A-Bear buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $3.47M added.
  • The largest Build-A-Bear seller in Q2 2014 was Cannell Capital, an estimated $4.45M sold.

Based on aggregated 13F filings for Q2 2014.