Buckle
168 hedge funds and large institutions have $1.42B invested in Buckle in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 59
3% more funds holding
Funds holding: 163 → 168 (+5)
3% more capital invested
Capital invested by funds: $1.38B → $1.42B (+$39.9M)
0.51% less ownership
Funds ownership: 56.36% → 55.84% (-0.51%)
55% less call options, than puts
Call options by funds: $3.66M | Put options by funds: $8.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$11.8M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$8.76M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.04M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$2.8M |
| 5 |
Morgan Stanley
New York
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.4M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$3.67M |
| 3 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
-$2.81M |
| 4 |
GIM
Groesbeck Investment Management
Paramus,
New Jersey
|
-$2.79M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
-$2.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Creative Planning
Overland Park,
Kansas
| – | -$41K | -811 | Closed |
|
|
FHB
177
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$19K | -376 | Closed |
|
BKE Hedge Fund Activity: Q3 2013 in Review
168 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q3 2013, worth a combined $1.42B — up 2.9% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BKE positions and 10 closed out — a net gain of 7 holders — while 70 added to existing stakes and 59 trimmed.
The largest buyer was Royce & Associates, adding an estimated $11.8M. The largest seller was Wellington Management Group, cutting an estimated $26.4M.
- 168 institutional investors held Buckle (BKE) as of Q3 2013, up from 163 in Q2 2013.
- Funds reported $1.42B of Buckle stock for Q3 2013, up 2.9% quarter-over-quarter.
- 17 funds opened new Buckle positions in Q3 2013 and 10 closed out, a net change of +7 holders.
- The largest Buckle buyer in Q3 2013 was Royce & Associates, an estimated $11.8M added.
- The largest Buckle seller in Q3 2013 was Wellington Management Group, an estimated $26.4M sold.
Based on aggregated 13F filings for Q3 2013.