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Build-A-Bear

82 hedge funds and large institutions have $145M invested in Build-A-Bear in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,521% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $28K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

34% more capital invested

Capital invested by funds: $108M → $145M (+$36.9M)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

0.7% more ownership

Funds ownership: 65.74%66.44% (+0.7%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less funds holding

Funds holding: 8682 (-4)

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
11
Increased
31
Reduced
27
Closed
12
Calls
$1.01M
Puts
$28K
Net Calls
+$986K
Net Calls Change
-$912K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$18.3M +$305K +23,009 +2%
NC
2
Nokomis Capital
Texas
$14.9M -$4.22M -318,061 -23%
CC
3
Cannell Capital
Wyoming
$10.5M +$2.09M +157,313 +26%
Renaissance Technologies
4
Renaissance Technologies
New York
$8.22M -$234K -17,635 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.97M -$3.82K -288 -0%
BFA
6
BlackRock Fund Advisors
California
$6.27M +$949K +71,624 +19%
PCR
7
Potrero Capital Research
California
$6.21M +$380K +28,658 +7%
CAM
8
Cortina Asset Management
Wisconsin
$6.04M -$234K -17,689 -4%
RA
9
Royce & Associates
New York
$5.18M +$398K +30,000 +9%
BIT
10
BlackRock Institutional Trust
California
$4.73M +$97.7K +7,372 +2%
KCM
11
Kennedy Capital Management
Missouri
$4.56M +$291K +21,956 +7%
SCM
12
Signia Capital Management
Washington
$4.08M +$1.38M +103,846 +54%
AA
13
Ancora Advisors
Ohio
$3.81M +$1.12M +84,732 +44%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$3.35M -$84.8K -6,400 -3%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.17M -$39.3K -2,965 -1%
State Street
16
State Street
Massachusetts
$2.79M +$133K +10,000 +5%
GKIM
17
GW&K Investment Management
Massachusetts
$2.77M -$417K -31,481 -14%
HCM
18
Hodges Capital Management
Texas
$2.76M +$990K +74,700 +59%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$2.39M +$2.26M +170,874 New
Northern Trust
20
Northern Trust
Illinois
$2.28M -$162K -12,215 -7%
NSIM
21
North Star Investment Management
Illinois
$1.96M -$8.95K -675 -0.5%
RHJA
22
Rice Hall James & Associates
California
$1.88M +$1.81M +136,348 New
FPC
23
Falcon Point Capital
California
$1.77M +$53.4K +4,026 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.32M +$33.7K +2,545 +3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.16M +$34.5K +2,600 +3%

BBW Hedge Fund Activity: Q4 2016 in Review

82 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Build-A-Bear (BBW) for Q4 2016, worth a combined $145M — up 34% from $108M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BBW and 11 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.

The largest buyer was Cannell Capital, adding an estimated $2.09M. The largest seller was Nokomis Capital, cutting an estimated $4.22M.

  • 82 institutional investors held Build-A-Bear (BBW) as of Q4 2016, down from 86 in Q3 2016.
  • Funds reported $145M of Build-A-Bear stock for Q4 2016, up 34% quarter-over-quarter.
  • 11 funds opened new Build-A-Bear positions in Q4 2016 and 12 closed out, a net change of -1 holder.
  • The largest Build-A-Bear buyer in Q4 2016 was Cannell Capital, an estimated $2.09M added.
  • The largest Build-A-Bear seller in Q4 2016 was Nokomis Capital, an estimated $4.22M sold.

Based on aggregated 13F filings for Q4 2016.