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Biglari Holdings Class B

105 hedge funds and large institutions have $783M invested in Biglari Holdings Class B in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.15% more ownership

Funds ownership: 136.74%138.88% (+2.1%)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more capital invested

Capital invested by funds: $782M → $783M (+$802K)

4% less funds holding

Funds holding: 109105 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
33
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$459M +$18.8M +67,953 +4%
BlackRock
2
BlackRock
New York
$55.5M +$505K +1,826 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44M +$1.47M +5,328 +3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$33.6M -$7.43M -26,829 -18%
GI
5
GAMCO Investors
Connecticut
$28.2M -$160K -579 -0.6%
RRAM
6
River Road Asset Management
Kentucky
$26.4M -$660K -2,385 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.8M +$2.58M +9,309 +18%
ICM
8
Intrepid Capital Management
Florida
$13.1M +$1.64M +5,929 +14%
State Street
9
State Street
Massachusetts
$11M -$38.2K -138 -0.3%
GF
10
Gabelli Funds
New York
$9.49M
Norges Bank
11
Norges Bank
Norway
$7.93M -$1.18M -4,275 -13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.19M +$96.6K +349 +2%
Northern Trust
13
Northern Trust
Illinois
$5.58M +$37.4K +135 +0.7%
TA
14
Teton Advisors
New York
$5.38M
RJA
15
Raymond James & Associates
Florida
$5.28M +$1.75M +6,325 +48%
Prudential Financial
16
Prudential Financial
New Jersey
$4.22M +$145K +525 +4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$4.02M -$313K -1,131 -7%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.17M +$77.2K +279 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.9M +$9.13K +33 +0.3%
Ameriprise
20
Ameriprise
Minnesota
$2.77M +$55.9K +202 +2%
Charles Schwab
21
Charles Schwab
California
$2M +$256K +926 +14%
IA
22
IndexIQ Advisors
New York
$1.99M +$668K +2,415 +49%
GC
23
Guggenheim Capital
Illinois
$1.91M -$346K -1,249 -15%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.73M +$138K +500 +9%
PPA
25
Parametric Portfolio Associates
Washington
$1.58M -$54.8K -198 -3%

BH Hedge Fund Activity: Q1 2018 in Review

105 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q1 2018, worth a combined $783M — up 0.1% from $782M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BH and 9 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 33 added.

The largest buyer was Biglari Capital Corp, adding an estimated $18.8M. The largest seller was Janus Henderson Group, cutting an estimated $7.43M.

  • 105 institutional investors held Biglari Holdings Class B (BH) as of Q1 2018, down from 109 in Q4 2017.
  • Funds reported $783M of Biglari Holdings Class B stock for Q1 2018, up 0.1% quarter-over-quarter.
  • 9 funds opened new Biglari Holdings Class B positions in Q1 2018 and 12 closed out, a net change of -3 holders.
  • The largest Biglari Holdings Class B buyer in Q1 2018 was Biglari Capital Corp, an estimated $18.8M added.
  • The largest Biglari Holdings Class B seller in Q1 2018 was Janus Henderson Group, an estimated $7.43M sold.

Based on aggregated 13F filings for Q1 2018.