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Biglari Holdings Class B

69 hedge funds and large institutions have $321M invested in Biglari Holdings Class B in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $279M → $321M (+$42M)

1% more funds holding

Funds holding: 6869 (+1)

0.05% more ownership

Funds ownership: 81.69%81.74% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
20
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Hoey Investments
Pennsylvania
$13.7K
Comerica Bank
52
Comerica Bank
Texas
$13.3K -$2.03K -12 -15%
Barrow, Hanley, Mewhinney & Strauss
53
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.7K
Legal & General Group
54
Legal & General Group
United Kingdom
$12.3K
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$10.4K
LFG
56
Larson Financial Group
Missouri
$9.48K
TRCT
57
Tower Research Capital (TRC)
New York
$9.11K -$19.6K -116 -71%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$7.97K +$169 +1 +2%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$7.59K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$6.07K +$1.86K +11 +52%
AB
61
Amalgamated Bank
New York
$5K -$7.26K -43 -63%
NSIM
62
North Star Investment Management
Illinois
$4.93K
GRP
63
Global Retirement Partners
California
$3.6K +$3.21K +19 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$3.03K -$1.01K -6 -27%
IA
65
IFP Advisors
Florida
$2.28K +$2.03K +12 New
TWC
66
TD Waterhouse Canada
Ontario, Canada
$1.94K +$1.69K +10 New
FSWA
67
Financial Synergies Wealth Advisors
Texas
$949 +$844 +5 New
Osaic Holdings
68
Osaic Holdings
Arizona
$948
SIC
69
Salem Investment Counselors
North Carolina
$190
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
-$425K -2,579 Closed
Squarepoint
71
Squarepoint
New York
-$235K -1,426 Closed
WG
72
Winton Group
United Kingdom
-$209K -1,269 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$201K -1,220 Closed
A
74
AJOVista
Massachusetts
-$9.07K -55 Closed

BH Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q1 2024, worth a combined $321M — up 15% from $279M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BH positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Biglari Capital Corp, adding an estimated $1.93M. The largest seller was Morgan Stanley, cutting an estimated $811K.

  • 69 institutional investors held Biglari Holdings Class B (BH) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $321M of Biglari Holdings Class B stock for Q1 2024, up 15% quarter-over-quarter.
  • 6 funds opened new Biglari Holdings Class B positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest Biglari Holdings Class B buyer in Q1 2024 was Biglari Capital Corp, an estimated $1.93M added.
  • The largest Biglari Holdings Class B seller in Q1 2024 was Morgan Stanley, an estimated $811K sold.

Based on aggregated 13F filings for Q1 2024.