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Biglari Holdings Class B

122 hedge funds and large institutions have $541M invested in Biglari Holdings Class B in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 75 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 31

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 121122 (+1)

7% less capital invested

Capital invested by funds: $580M → $541M (-$39.2M)

13.07% less ownership

Funds ownership: 128.76%115.68% (-13%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
11
Increased
75
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$103M +$12.8M +51,412 +13%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.7M +$4.25M +16,994 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.4M +$5.14M +20,547 +13%
GI
4
GAMCO Investors
Connecticut
$40.1M +$4M +16,018 +10%
JHIU
5
Janus Henderson Investors US
Colorado
$38.6M +$4.23M +16,944 +11%
AR
6
Advisory Research
Illinois
$37.6M +$2.06M +8,250 +5%
BFA
7
BlackRock Fund Advisors
California
$30.3M +$2.01M +8,027 +6%
BIT
8
BlackRock Institutional Trust
California
$16.7M +$1.3M +5,214 +8%
FAM
9
Fenimore Asset Management
New York
$14.7M +$2.94M +11,768 +22%
GF
10
Gabelli Funds
New York
$11.7M +$1.45M +5,810 +13%
State Street
11
State Street
Massachusetts
$11.6M +$1.03M +4,105 +9%
BS
12
Biglari Sardar
$10.5M +$1.31M +5,250 +13%
TA
13
Teton Advisors
New York
$8.18M +$796K +3,183 +10%
Northern Trust
14
Northern Trust
Illinois
$8.03M +$497K +1,990 +6%
M2MC
15
Matthew 25 Management Corp
Pennsylvania
$7.94M +$989K +3,957 +13%
SCP
16
Seizert Capital Partners
Michigan
$6.85M +$1.65M +6,604 +28%
Comerica Bank
17
Comerica Bank
Texas
$6.42M +$716K +2,864 +11%
Norges Bank
18
Norges Bank
Norway
$6.12M -$5.59M -22,372 -45%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.57M +$643K +2,574 +12%
ESBC
20
E.S. Barr & Co
Kentucky
$5.21M +$571K +2,286 +11%
SIC
21
Schwartz Investment Counsel
Michigan
$4.08M +$722K +2,888 +19%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$4M -$1.84M -7,364 -29%
CL
23
CSS LLC
Illinois
$3.9M +$4.1M +16,405 +1,977%
RJA
24
Raymond James & Associates
Florida
$3.9M +$4.31M +17,235 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.63M +$788K +3,152 +25%

BH Hedge Fund Activity: Q3 2014 in Review

122 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q3 2014, worth a combined $541M — down 6.8% from $580M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BH positions and 10 closed out — a net gain of 1 holder — while 75 added to existing stakes and 31 trimmed.

The largest buyer was Biglari Capital Corp, adding an estimated $12.8M. The largest seller was JP Morgan Chase, cutting an estimated $8.4M.

  • 122 institutional investors held Biglari Holdings Class B (BH) as of Q3 2014, up from 121 in Q2 2014.
  • Funds reported $541M of Biglari Holdings Class B stock for Q3 2014, down 6.8% quarter-over-quarter.
  • 11 funds opened new Biglari Holdings Class B positions in Q3 2014 and 10 closed out, a net change of +1 holder.
  • The largest Biglari Holdings Class B buyer in Q3 2014 was Biglari Capital Corp, an estimated $12.8M added.
  • The largest Biglari Holdings Class B seller in Q3 2014 was JP Morgan Chase, an estimated $8.4M sold.

Based on aggregated 13F filings for Q3 2014.