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Build-A-Bear

70 hedge funds and large institutions have $115M invested in Build-A-Bear in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23,300% more call options, than puts

Call options by funds: $234K | Put options by funds: $1K

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

8.56% more ownership

Funds ownership: 75.85%84.4% (+8.6%)

4% more capital invested

Capital invested by funds: $111M → $115M (+$3.95M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 7370 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
23
Reduced
19
Closed
11
Calls
$234K
Puts
$1K
Net Calls
+$233K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$27.3M +$299K +33,849 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.3M -$35.2K -3,978 -0.3%
CC
3
Cannell Capital
Wyoming
$8.25M +$1.72M +194,253 +27%
BlackRock
4
BlackRock
New York
$7.9M -$114K -12,899 -1%
PCI
5
Pacifica Capital Investments
Texas
$6.6M +$22.1K +2,503 +0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.24M +$594K +67,234 +13%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.57M +$145K +16,400 +3%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$4.48M +$38.5K +4,360 +0.9%
PCR
9
Potrero Capital Research
California
$4.32M +$96.4K +10,900 +2%
RA
10
Royce & Associates
New York
$4.12M +$74.3K +8,400 +2%
NSIM
11
North Star Investment Management
Illinois
$2.97M +$427K +48,300 +17%
State Street
12
State Street
Massachusetts
$2.48M +$350K +39,561 +17%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.46M +$489K +55,293 +26%
CCP
14
Clifford Capital Partners
Utah
$2M +$10.2K +1,149 +0.5%
Morgan Stanley
15
Morgan Stanley
New York
$1.91M +$1.47M +165,827 +387%
SCM
16
Signia Capital Management
Washington
$1.9M +$303K +34,269 +20%
Northern Trust
17
Northern Trust
Illinois
$1.57M -$88.9K -10,053 -6%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$1.43M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$976K +$15.7K +1,772 +2%
Two Sigma Investments
20
Two Sigma Investments
New York
$943K -$6.06K -686 -0.7%
PCM
21
Perritt Capital Management
Illinois
$880K -$221K -25,000 -20%
BCM
22
Bridgeway Capital Management
Texas
$825K
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$795K -$185K -20,972 -19%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$675K -$104K -11,739 -14%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$631K +$610K +68,973 New

BBW Hedge Fund Activity: Q1 2018 in Review

70 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Build-A-Bear (BBW) for Q1 2018, worth a combined $115M — up 3.6% from $111M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BBW and 8 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 23 added.

The largest buyer was Cannell Capital, adding an estimated $1.72M. The largest seller was Crown Advisors Management, exiting entirely with an estimated $2.02M sold.

  • 70 institutional investors held Build-A-Bear (BBW) as of Q1 2018, down from 73 in Q4 2017.
  • Funds reported $115M of Build-A-Bear stock for Q1 2018, up 3.6% quarter-over-quarter.
  • 8 funds opened new Build-A-Bear positions in Q1 2018 and 11 closed out, a net change of -3 holders.
  • The largest Build-A-Bear buyer in Q1 2018 was Cannell Capital, an estimated $1.72M added.
  • The largest Build-A-Bear seller in Q1 2018 was Crown Advisors Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2018.