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Biglari Holdings Class A

51 hedge funds and large institutions have $107M invested in Biglari Holdings Class A in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% more ownership

Funds ownership: 86.93%87.08% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 5751 (-6)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

36% less capital invested

Capital invested by funds: $168M → $107M (-$60.8M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
51
Holders Change
-6
Holders Change %
-10.53%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
13
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$69.2M +$1.08M +1,393 +1%
GI
2
GAMCO Investors
Connecticut
$7.85M +$1.94M +2,500 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.27M +$170K +220 +2%
BlackRock
4
BlackRock
New York
$4.03M -$59.6K -77 -1%
RRAM
5
River Road Asset Management
Kentucky
$3.58M -$11.6K -15 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.23M +$407K +526 +11%
FM
7
Fondren Management
Texas
$2.12M +$217K +280 +8%
GF
8
Gabelli Funds
New York
$1.62M +$232K +300 +12%
State Street
9
State Street
Massachusetts
$1.2M -$366K -473 -19%
TA
10
Teton Advisors
New York
$1.13M
Northern Trust
11
Northern Trust
Illinois
$1.03M -$713K -921 -34%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$760K -$242K -312 -19%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$655K +$86.8K +112 +11%
CCM
14
Check Capital Management
California
$601K +$93K +120 +13%
Norges Bank
15
Norges Bank
Norway
$388K
AllianceBernstein
16
AllianceBernstein
Tennessee
$369K +$77.5K +100 +19%
ICM
17
Intrepid Capital Management
Florida
$338K -$1.39M -1,799 -76%
Goldman Sachs
18
Goldman Sachs
New York
$307K -$7.75K -10 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$303K +$400K +516 New
TRCT
20
Tower Research Capital (TRC)
New York
$295K +$389K +502 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$291K -$282K -364 -42%
Charles Schwab
22
Charles Schwab
California
$269K
UBS Group
23
UBS Group
Switzerland
$232K +$120K +155 +65%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$229K -$10.8K -14 -3%
RJA
25
Raymond James & Associates
Florida
$219K -$99.9K -129 -26%

BH.A Hedge Fund Activity: Q4 2018 in Review

51 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class A (BH.A) for Q4 2018, worth a combined $107M — down 36% from $168M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BH.A and 2 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was GAMCO Investors, adding an estimated $1.94M. The largest seller was Intrepid Capital Management, cutting an estimated $1.39M.

  • 51 institutional investors held Biglari Holdings Class A (BH.A) as of Q4 2018, down from 57 in Q3 2018.
  • Funds reported $107M of Biglari Holdings Class A stock for Q4 2018, down 36% quarter-over-quarter.
  • 2 funds opened new Biglari Holdings Class A positions in Q4 2018 and 8 closed out, a net change of -6 holders.
  • The largest Biglari Holdings Class A buyer in Q4 2018 was GAMCO Investors, an estimated $1.94M added.
  • The largest Biglari Holdings Class A seller in Q4 2018 was Intrepid Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2018.