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Biglari Holdings Class B

69 hedge funds and large institutions have $321M invested in Biglari Holdings Class B in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $279M → $321M (+$42M)

1% more funds holding

Funds holding: 6869 (+1)

0.05% more ownership

Funds ownership: 81.69%81.74% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
20
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$256M +$1.93M +11,405 +0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.8M +$163K +967 +1%
BlackRock
3
BlackRock
New York
$10M -$309K -1,832 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.49M +$82.7K +490 +2%
N
5
Nuveen
North Carolina
$3.13M +$39K +231 +1%
AI
6
Acuitas Investments
Washington
$3.09M +$307K +1,821 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.97M +$83.9K +497 +3%
BCM
8
Bridgeway Capital Management
Texas
$2.73M +$88.6K +525 +4%
State Street
9
State Street
Massachusetts
$2.39M +$16.9K +100 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.07M +$45.6K +270 +3%
Northern Trust
11
Northern Trust
Illinois
$1.56M -$52.3K -310 -4%
EF
12
Empowered Funds
Pennsylvania
$1.55M +$88.6K +525 +7%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$1.45M
Prudential Financial
14
Prudential Financial
New Jersey
$1.3M -$219K -1,300 -16%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$840K -$192K -1,136 -20%
Morgan Stanley
16
Morgan Stanley
New York
$801K -$811K -4,804 -53%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$725K -$26.8K -159 -4%
MAM
18
Martingale Asset Management
Massachusetts
$623K
MAM
19
Marquette Asset Management
Minnesota
$582K
SO
20
STRS Ohio
Ohio
$493K -$67.5K -400 -13%
GCP
21
GSA Capital Partners
United Kingdom
$456K +$21.1K +125 +5%
RG
22
Rathbones Group
United Kingdom
$436K
Charles Schwab
23
Charles Schwab
California
$418K
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$412K -$173K -1,025 -32%
Renaissance Technologies
25
Renaissance Technologies
New York
$411K +$20.3K +120 +6%

BH Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Biglari Holdings Class B (BH) for Q1 2024, worth a combined $321M — up 15% from $279M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BH positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Biglari Capital Corp, adding an estimated $1.93M. The largest seller was Morgan Stanley, cutting an estimated $811K.

  • 69 institutional investors held Biglari Holdings Class B (BH) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $321M of Biglari Holdings Class B stock for Q1 2024, up 15% quarter-over-quarter.
  • 6 funds opened new Biglari Holdings Class B positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest Biglari Holdings Class B buyer in Q1 2024 was Biglari Capital Corp, an estimated $1.93M added.
  • The largest Biglari Holdings Class B seller in Q1 2024 was Morgan Stanley, an estimated $811K sold.

Based on aggregated 13F filings for Q1 2024.