We are live on ! Find out more

229 hedge funds and large institutions have $1.38B invested in Buckle in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

53% more capital invested

Capital invested by funds: $901M → $1.38B (+$480M)

13% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $20M

4.15% more ownership

Funds ownership: 53.48%57.62% (+4.1%)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0% less funds holding

Funds holding: 230229 (-1)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
38
Increased
79
Reduced
82
Closed
37
Calls
$22.6M
Puts
$20M
Net Calls
+$2.59M
Net Calls Change
-$403K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Partnership Wealth Management
Maryland
$405K +$412K +10,889 New
TC
152
TwinBeech Capital
New York
$401K +$74.5K +1,969 +30%
SW
153
SkyOak Wealth
Michigan
$372K +$296K +7,820 New
T. Rowe Price Associates
154
T. Rowe Price Associates
Maryland
$363K +$28.3K +748 +11%
CP
155
Camelot Portfolios
Ohio
$360K +$36.6K +966 +15%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$346K -$21.1K -558 -7%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$328K
BC
158
Bridgefront Capital
Texas
$312K +$248K +6,560 New
HighTower Advisors
159
HighTower Advisors
Illinois
$308K +$244K +6,459 New
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$305K -$510K -13,479 -68%
SPIA
161
Steward Partners Investment Advisory
New York
$302K -$15.7K -416 -6%
DCM
162
DGS Capital Management
New Jersey
$279K -$62.9K -1,663 -22%
Lazard Asset Management
163
Lazard Asset Management
New York
$279K -$182K -4,799 -45%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$270K +$212K +5,610 New
SSA
165
Sierra Summit Advisors
Nevada
$269K +$214K +5,658 New
GAM
166
Gotham Asset Management
New York
$262K -$204K -5,398 -49%
ECM
167
Everence Capital Management
Indiana
$256K +$204K +5,380 New
VF
168
Vest Financial
Virginia
$254K +$203K +5,355 New
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$249K -$42.5K -1,122 -18%
MOACM
170
Mutual of America Capital Management
New York
$248K +$197K +5,209 New
JA
171
JLB & Associates
Michigan
$238K +$189K +5,000 New
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$234K +$186K +4,918 New
Russell Investments Group
173
Russell Investments Group
United Kingdom
$226K +$378 +10 +0.2%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$210K +$167K +4,424 New
C
175
Covestor
United Kingdom
$208K +$1.1K +29 +0.7%

BKE Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2023, worth a combined $1.38B — up 53% from $901M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BKE positions and 37 closed out — a net gain of 1 holder — while 79 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.1M. The largest seller was Impala Asset Management, cutting an estimated $10.6M.

  • 229 institutional investors held Buckle (BKE) as of Q4 2023, down from 230 in Q3 2023.
  • Funds reported $1.38B of Buckle stock for Q4 2023, up 53% quarter-over-quarter.
  • 38 funds opened new Buckle positions in Q4 2023 and 37 closed out, a net change of +1 holder.
  • The largest Buckle buyer in Q4 2023 was Morgan Stanley, an estimated $49.1M added.
  • The largest Buckle seller in Q4 2023 was Impala Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2023.