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Biglari Holdings Class B

105 hedge funds and large institutions have $732M invested in Biglari Holdings Class B in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.15% less ownership

Funds ownership: 137.76%132.62% (-5.1%)

7% less funds holding

Funds holding: 113105 (-8)

8% less capital invested

Capital invested by funds: $795M → $732M (-$64M)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
105
Holders Change
-8
Holders Change %
-7.08%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
36
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$420M
BlackRock
2
BlackRock
New York
$51.3M -$322K -1,174 -0.6%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$42.4M +$43.6M +158,969 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$40.4M +$4.03M +14,718 +11%
GI
5
GAMCO Investors
Connecticut
$29.9M -$16.4K -60 -0.1%
RRAM
6
River Road Asset Management
Kentucky
$28.2M -$2.4M -8,745 -8%
State Street
7
State Street
Massachusetts
$10.4M +$296K +1,080 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.84M +$1.8M +6,561 +22%
GF
9
Gabelli Funds
New York
$9.28M
Norges Bank
10
Norges Bank
Norway
$7.37M -$2.67M -9,742 -26%
Northern Trust
11
Northern Trust
Illinois
$5.66M -$57K -208 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.45M -$51K -186 -0.9%
TA
13
Teton Advisors
New York
$5.27M
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$4.88M -$236K -862 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.65M +$131K +478 +4%
Prudential Financial
16
Prudential Financial
New Jersey
$3.38M -$370K -1,350 -10%
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$3.21M +$218K +795 +7%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.08M +$2.19K +8 +0.1%
Ameriprise
19
Ameriprise
Minnesota
$2.7M -$2.89M -10,531 -51%
RJA
20
Raymond James & Associates
Florida
$2.35M +$51.5K +188 +2%
MAM
21
Martingale Asset Management
Massachusetts
$2.26M
MCM
22
Matarin Capital Management
New York
$2.05M -$385K -1,404 -15%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.92M +$1.98M +7,211 New
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.67M +$732K +2,672 +75%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.65M -$1.29M -4,710 -43%

BH Hedge Fund Activity: Q2 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q2 2017, worth a combined $732M — down 8% from $795M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BH and 7 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 36 added.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $43.6M. The largest seller was Ameriprise, cutting an estimated $2.89M.

  • 105 institutional investors held Biglari Holdings Class B (BH) as of Q2 2017, down from 113 in Q1 2017.
  • Funds reported $732M of Biglari Holdings Class B stock for Q2 2017, down 8% quarter-over-quarter.
  • 7 funds opened new Biglari Holdings Class B positions in Q2 2017 and 14 closed out, a net change of -7 holders.
  • The largest Biglari Holdings Class B buyer in Q2 2017 was Janus Henderson Group, an estimated $43.6M added.
  • The largest Biglari Holdings Class B seller in Q2 2017 was Ameriprise, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2017.