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Biglari Holdings Class B

122 hedge funds and large institutions have $705M invested in Biglari Holdings Class B in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% less capital invested

Capital invested by funds: $708M → $705M (-$3.5M)

0.5% less ownership

Funds ownership: 124.27%123.77% (-0.5%)

2% less funds holding

Funds holding: 125122 (-3)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$151M +$4.68M +17,977 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.2M +$1.04M +3,981 +2%
GI
3
GAMCO Investors
Connecticut
$53.4M -$1.38M -5,319 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$52.8M +$1.18M +4,544 +2%
JHIU
5
Janus Henderson Investors US
Colorado
$45.7M -$1.59M -6,102 -4%
RRAM
6
River Road Asset Management
Kentucky
$42.2M -$1.82M -7,000 -4%
BFA
7
BlackRock Fund Advisors
California
$41.6M -$1.21M -4,636 -3%
AR
8
Advisory Research
Illinois
$19.5M +$1.49M +5,713 +9%
BIT
9
BlackRock Institutional Trust
California
$17.8M -$2.51M -9,666 -13%
FAM
10
Fenimore Asset Management
New York
$16.7M -$519K -1,995 -3%
GF
11
Gabelli Funds
New York
$15.5M +$117K +450 +0.8%
Comerica Bank
12
Comerica Bank
Texas
$13.9M +$6.55M +25,180 +100%
State Street
13
State Street
Massachusetts
$13.3M -$715K -2,748 -5%
BS
14
Biglari Sardar
$12.8M
TA
15
Teton Advisors
New York
$10.4M -$3.38K -13 -0%
Northern Trust
16
Northern Trust
Illinois
$8.86M -$569K -2,187 -6%
Ameriprise
17
Ameriprise
Minnesota
$8.54M -$1.09M -4,173 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.74M +$99.9K +384 +2%
JAM
19
Jupiter Asset Management
United Kingdom
$6.17M +$1.02M +3,903 +21%
DSC
20
Donald Smith & Co
New York
$5.98M
SCP
21
Seizert Capital Partners
Michigan
$5.59M +$457K +1,755 +9%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$5.33M +$8.59K +33 +0.2%
RJA
23
Raymond James & Associates
Florida
$5.28M +$374K +1,437 +8%
AGM
24
Alpine Global Management
New York
$4.96M +$4.68M +17,985 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$4.5M -$44.2K -170 -1%

BH Hedge Fund Activity: Q2 2015 in Review

122 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q2 2015, worth a combined $705M — down 0.49% from $708M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BH and 11 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 37 added.

The largest buyer was Comerica Bank, adding an estimated $6.55M. The largest seller was Matthew 25 Management Corp, exiting entirely with an estimated $9.68M sold.

  • 122 institutional investors held Biglari Holdings Class B (BH) as of Q2 2015, down from 125 in Q1 2015.
  • Funds reported $705M of Biglari Holdings Class B stock for Q2 2015, down 0.49% quarter-over-quarter.
  • 11 funds opened new Biglari Holdings Class B positions in Q2 2015 and 14 closed out, a net change of -3 holders.
  • The largest Biglari Holdings Class B buyer in Q2 2015 was Comerica Bank, an estimated $6.55M added.
  • The largest Biglari Holdings Class B seller in Q2 2015 was Matthew 25 Management Corp, an estimated $9.68M sold.

Based on aggregated 13F filings for Q2 2015.