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Build-A-Bear

118 hedge funds and large institutions have $229M invested in Build-A-Bear in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more call options, than puts

Call options by funds: $471K | Put options by funds: $364K

7% more capital invested

Capital invested by funds: $215M → $229M (+$14M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 117118 (+1)

6.43% less ownership

Funds ownership: 79.33%72.9% (-6.4%)

43% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 58

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
14
Increased
33
Reduced
58
Closed
13
Calls
$471K
Puts
$364K
Net Calls
+$107K
Net Calls Change
+$742K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.8M -$3.93M -207,759 -14%
CC
2
Cannell Capital
Wyoming
$16M -$784K -41,392 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.2M -$655K -34,594 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.9M -$1.21M -64,100 -10%
NPIC
5
Neumeier Poma Investment Counsel
California
$10.2M +$5.1M +269,300 +100%
CAM
6
Cortina Asset Management
Wisconsin
$8.4M -$115K -6,072 -1%
American Century Companies
7
American Century Companies
Missouri
$8.13M -$314K -16,601 -4%
BFA
8
BlackRock Fund Advisors
California
$6.71M +$253K +13,356 +4%
BIT
9
BlackRock Institutional Trust
California
$5.25M +$1.76M +93,191 +51%
LSC
10
Lyon Street Capital
California
$4.8M +$107K +5,655 +2%
OAM
11
Oxford Asset Management
United Kingdom
$4.78M +$814K +42,979 +20%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4.6M -$3.38M -178,665 -42%
KCM
13
Kennedy Capital Management
Missouri
$4.38M +$2.81M +148,258 +177%
AQR Capital Management
14
AQR Capital Management
Connecticut
$4.33M +$757K +39,982 +21%
MHP
15
Manatuck Hill Partners
Connecticut
$4.22M -$1.1M -57,900 -21%
SFM
16
Systematic Financial Management
New Jersey
$4.21M -$2.93M -154,535 -41%
State Street
17
State Street
Massachusetts
$4.21M +$63.5K +3,352 +2%
MCM
18
McKinley Capital Management
Alaska
$3.79M -$2.14K -113 -0.1%
BCM
19
Bridgeway Capital Management
Texas
$3.54M
Northern Trust
20
Northern Trust
Illinois
$3.5M +$603K +31,867 +21%
Morgan Stanley
21
Morgan Stanley
New York
$3.22M -$478K -25,257 -13%
ACP
22
Acuta Capital Partners
California
$2.89M -$892K -47,124 -24%
PCM
23
Piermont Capital Management
Missouri
$2.8M +$85.3K +4,505 +3%
PRCP
24
Pacific Ridge Capital Partners
Oregon
$2.78M -$62.4K -3,294 -2%
CEP
25
Chicago Equity Partners
Illinois
$2.58M +$2.31M +121,995 +826%

BBW Hedge Fund Activity: Q3 2015 in Review

118 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Build-A-Bear (BBW) for Q3 2015, worth a combined $229M — up 6.5% from $215M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BBW positions and 13 closed out — a net gain of 1 holder — while 33 added to existing stakes and 58 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, adding an estimated $5.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $3.93M.

  • 118 institutional investors held Build-A-Bear (BBW) as of Q3 2015, up from 117 in Q2 2015.
  • Funds reported $229M of Build-A-Bear stock for Q3 2015, up 6.5% quarter-over-quarter.
  • 14 funds opened new Build-A-Bear positions in Q3 2015 and 13 closed out, a net change of +1 holder.
  • The largest Build-A-Bear buyer in Q3 2015 was Neumeier Poma Investment Counsel, an estimated $5.1M added.
  • The largest Build-A-Bear seller in Q3 2015 was Dimensional Fund Advisors, an estimated $3.93M sold.

Based on aggregated 13F filings for Q3 2015.