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Build-A-Bear

72 hedge funds and large institutions have $107M invested in Build-A-Bear in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $92.9M → $107M (+$13.9M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.54% less ownership

Funds ownership: 81.26%78.72% (-2.5%)

5% less funds holding

Funds holding: 7672 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$27M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12M -$80.3K -9,605 -0.7%
CC
3
Cannell Capital
Wyoming
$7.02M -$1.05M -125,755 -14%
Renaissance Technologies
4
Renaissance Technologies
New York
$6.67M +$1.18M +141,000 +24%
PCI
5
Pacifica Capital Investments
Texas
$6.25M -$15.1K -1,800 -0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.05M +$2.76K +330 +0.1%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$4.83M +$98.5K +11,785 +2%
RA
8
Royce & Associates
New York
$4.43M +$331K +39,600 +9%
PCR
9
Potrero Capital Research
California
$2.88M -$818K -97,866 -23%
NSIM
10
North Star Investment Management
Illinois
$2.62M -$343K -41,000 -12%
CCP
11
Clifford Capital Partners
Utah
$2.52M +$66.9K +7,997 +3%
BlackRock
12
BlackRock
New York
$2.4M -$569 -68 -0%
SCM
13
Signia Capital Management
Washington
$1.88M
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$1.57M
LOAMU
15
Lombard Odier Asset Management (USA)
New York
$1.54M +$1.43M +170,654 New
2L
16
22NW LP
Washington
$1.51M +$1.2M +143,918 +631%
BCM
17
Bridgeway Capital Management
Texas
$1.26M
Millennium Management
18
Millennium Management
New York
$1.15M -$263K -31,478 -20%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.1M +$818K +97,781 +416%
OAM
20
Oxford Asset Management
United Kingdom
$1.09M +$1.01M +121,338 New
CCB
21
Cutter & Co Brokerage
Missouri
$1.06M
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$874K +$323K +38,588 +67%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$765K +$12.9K +1,545 +2%
PCM
24
Perritt Capital Management
Illinois
$724K -$167K -20,000 -20%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$717K +$206K +24,600 +45%

BBW Hedge Fund Activity: Q3 2018 in Review

72 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Build-A-Bear (BBW) for Q3 2018, worth a combined $107M — up 15% from $92.9M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BBW and 13 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was Lombard Odier Asset Management (USA), opening a new position worth an estimated $1.43M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $2.6M sold.

  • 72 institutional investors held Build-A-Bear (BBW) as of Q3 2018, down from 76 in Q2 2018.
  • Funds reported $107M of Build-A-Bear stock for Q3 2018, up 15% quarter-over-quarter.
  • 13 funds opened new Build-A-Bear positions in Q3 2018 and 16 closed out, a net change of -3 holders.
  • The largest Build-A-Bear buyer in Q3 2018 was Lombard Odier Asset Management (USA), an estimated $1.43M added.
  • The largest Build-A-Bear seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2018.