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Biglari Holdings Class B

114 hedge funds and large institutions have $734M invested in Biglari Holdings Class B in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

12% more funds holding

Funds holding: 102114 (+12)

9% more capital invested

Capital invested by funds: $676M → $734M (+$58.5M)

0.49% less ownership

Funds ownership: 132.64%132.15% (-0.49%)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
114
Holders Change
+12
Holders Change %
+11.76%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
30
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$424M +$17M +66,170 +4%
JHIU
2
Janus Henderson Investors US
Colorado
$44.4M +$192K +748 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.2M +$1.69M +6,610 +5%
GI
4
GAMCO Investors
Connecticut
$31.1M +$321K +1,253 +1%
RRAM
5
River Road Asset Management
Kentucky
$30M -$3.52M -13,747 -11%
BFA
6
BlackRock Fund Advisors
California
$28.4M -$4.78M -18,637 -15%
BIT
7
BlackRock Institutional Trust
California
$12.2M -$2.04M -7,970 -15%
FAM
8
Fenimore Asset Management
New York
$11.5M -$1.23M -4,810 -10%
State Street
9
State Street
Massachusetts
$9.43M -$1.98M -7,746 -18%
GF
10
Gabelli Funds
New York
$9.37M +$176K +687 +2%
Norges Bank
11
Norges Bank
Norway
$8.07M +$2.99M +11,658 +63%
JAM
12
Jupiter Asset Management
United Kingdom
$5.8M +$1.16M +4,514 +26%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.5M -$810K -3,162 -13%
Northern Trust
14
Northern Trust
Illinois
$5.33M -$1.93M -7,524 -28%
Ameriprise
15
Ameriprise
Minnesota
$5.33M -$730K -2,850 -13%
TA
16
Teton Advisors
New York
$5.32M +$71.5K +279 +1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$5.22M +$986K +3,847 +25%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$5M -$67.6K -264 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.35M -$207K -807 -6%
Prudential Financial
20
Prudential Financial
New Jersey
$3.09M +$825K +3,219 +39%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.99M +$76.1K +297 +3%
RJA
22
Raymond James & Associates
Florida
$2.31M -$26.9K -105 -1%
BIM
23
BlackRock Investment Management
Delaware
$2.01M -$748K -2,918 -28%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.9M -$76.9K -300 -4%
Boston Partners
25
Boston Partners
Massachusetts
$1.89M +$1.8M +7,032 New

BH Hedge Fund Activity: Q2 2016 in Review

114 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q2 2016, worth a combined $734M — up 8.6% from $676M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BH positions and 8 closed out — a net gain of 12 holders — while 30 added to existing stakes and 40 trimmed.

The largest buyer was Biglari Capital Corp, adding an estimated $17M. The largest seller was Biglari Sardar, exiting entirely with an estimated $11.5M sold.

  • 114 institutional investors held Biglari Holdings Class B (BH) as of Q2 2016, up from 102 in Q1 2016.
  • Funds reported $734M of Biglari Holdings Class B stock for Q2 2016, up 8.6% quarter-over-quarter.
  • 20 funds opened new Biglari Holdings Class B positions in Q2 2016 and 8 closed out, a net change of +12 holders.
  • The largest Biglari Holdings Class B buyer in Q2 2016 was Biglari Capital Corp, an estimated $17M added.
  • The largest Biglari Holdings Class B seller in Q2 2016 was Biglari Sardar, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2016.