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Biglari Holdings Class B

115 hedge funds and large institutions have $802M invested in Biglari Holdings Class B in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $734M → $802M (+$67.7M)

1.72% more ownership

Funds ownership: 132.15%133.87% (+1.7%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 114115 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
115
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
29
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$458M +$355K +1,245 +0.1%
JHIU
2
Janus Henderson Investors US
Colorado
$47.6M -$362K -1,269 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.6M -$352K -1,234 -0.9%
GI
4
GAMCO Investors
Connecticut
$33.1M -$431K -1,511 -1%
BFA
5
BlackRock Fund Advisors
California
$33.1M +$2.28M +8,004 +8%
RRAM
6
River Road Asset Management
Kentucky
$30.5M -$1.91M -6,695 -6%
BIT
7
BlackRock Institutional Trust
California
$13.1M -$12.3K -43 -0.1%
FAM
8
Fenimore Asset Management
New York
$12.4M -$55.6K -195 -0.5%
State Street
9
State Street
Massachusetts
$10.4M +$230K +806 +2%
Norges Bank
10
Norges Bank
Norway
$10.4M +$2.1M +7,374 +25%
GF
11
Gabelli Funds
New York
$10.1M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$6.51M +$857K +3,002 +15%
Northern Trust
13
Northern Trust
Illinois
$5.97M +$200K +701 +4%
Invesco
14
Invesco
Georgia
$5.93M +$4.89M +17,133 +522%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.9M -$47.4K -166 -0.8%
TA
16
Teton Advisors
New York
$5.75M
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$5.37M -$33.4K -117 -0.6%
Ameriprise
18
Ameriprise
Minnesota
$5.29M -$459K -1,608 -8%
JAM
19
Jupiter Asset Management
United Kingdom
$5.29M -$972K -3,408 -16%
Prudential Financial
20
Prudential Financial
New Jersey
$3.95M +$594K +2,081 +18%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.67M +$45.4K +159 +1%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.19M -$39.1K -137 -1%
MCM
23
Matarin Capital Management
New York
$2.56M +$1.46M +5,117 +138%
RJA
24
Raymond James & Associates
Florida
$2.44M -$62.5K -219 -3%
Goldman Sachs
25
Goldman Sachs
New York
$2.25M +$1.75M +6,144 +388%

BH Hedge Fund Activity: Q3 2016 in Review

115 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q3 2016, worth a combined $802M — up 9.2% from $734M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BH positions and 13 closed out — a net gain of 1 holder — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $4.89M. The largest seller was River Road Asset Management, cutting an estimated $1.91M.

  • 115 institutional investors held Biglari Holdings Class B (BH) as of Q3 2016, up from 114 in Q2 2016.
  • Funds reported $802M of Biglari Holdings Class B stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 14 funds opened new Biglari Holdings Class B positions in Q3 2016 and 13 closed out, a net change of +1 holder.
  • The largest Biglari Holdings Class B buyer in Q3 2016 was Invesco, an estimated $4.89M added.
  • The largest Biglari Holdings Class B seller in Q3 2016 was River Road Asset Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2016.