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Biglari Holdings Class A

57 hedge funds and large institutions have $168M invested in Biglari Holdings Class A in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 87.39%86.93% (-0.46%)

4% less capital invested

Capital invested by funds: $174M → $168M (-$6.18M)

12% less funds holding

Funds holding: 6557 (-8)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
57
Holders Change
-8
Holders Change %
-12.31%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
18
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$227K -$29.6K -31 -11%
UBS Group
27
UBS Group
Switzerland
$222K +$212K +222 +1,233%
BCM
28
Bridgeway Capital Management
Texas
$221K -$105K -110 -31%
TCIM
29
TIAA CREF Investment Management
New York
$212K -$9.56K -10 -4%
Wells Fargo
30
Wells Fargo
California
$173K -$232K -243 -56%
Swiss National Bank
31
Swiss National Bank
Switzerland
$166K
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$133K
Bank of America
33
Bank of America
North Carolina
$127K +$75.5K +79 +134%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$118K
JP Morgan Chase
35
JP Morgan Chase
New York
$117K +$1.91K +2 +2%
AIG
36
American International Group
New York
$103K +$48.8K +51 +84%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$47K
Legal & General Group
38
Legal & General Group
United Kingdom
$38K
CI
39
CAZ Investments
Texas
$37K
Barclays
40
Barclays
United Kingdom
$37K +$30.6K +32 +400%
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$35K
WF
42
WealthTrust Fairport
Ohio
$30K
Citigroup
43
Citigroup
New York
$30K +$27.7K +29 +967%
TRSOTSOK
44
Teachers Retirement System of the State of Kentucky
Kentucky
$26K
Canada Life
45
Canada Life
Manitoba, Canada
$18K
AIP
46
Ameritas Investment Partners
Nebraska
$7K
LWM
47
Lenox Wealth Management
Ohio
$5K +$156K +163 +8,150%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$3.69K -$1.91K -2 -33%
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$3K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2K -$956 -1 -33%

BH.A Hedge Fund Activity: Q3 2018 in Review

57 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class A (BH.A) for Q3 2018, worth a combined $168M — down 3.5% from $174M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BH.A and 3 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was GAMCO Investors, adding an estimated $2.25M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $1.67M sold.

  • 57 institutional investors held Biglari Holdings Class A (BH.A) as of Q3 2018, down from 65 in Q2 2018.
  • Funds reported $168M of Biglari Holdings Class A stock for Q3 2018, down 3.5% quarter-over-quarter.
  • 3 funds opened new Biglari Holdings Class A positions in Q3 2018 and 11 closed out, a net change of -8 holders.
  • The largest Biglari Holdings Class A buyer in Q3 2018 was GAMCO Investors, an estimated $2.25M added.
  • The largest Biglari Holdings Class A seller in Q3 2018 was J. Goldman & Co, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2018.