Buckle
172 hedge funds and large institutions have $1.42B invested in Buckle in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 53 reducing their positions, and 14 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 53
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
2% more funds holding
Funds holding: 168 → 172 (+4)
1.31% more ownership
Funds ownership: 55.84% → 57.15% (+1.3%)
0% less capital invested
Capital invested by funds: $1.42B → $1.42B (-$3.67M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
76% less call options, than puts
Call options by funds: $3.99M | Put options by funds: $16.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
+$20.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$11.5M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$10.4M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$10.2M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$8.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$4.59M |
| 3 |
JP Morgan Chase
New York
|
-$3.52M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$2.09M |
| 5 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$2.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ERSOT
176
Employees Retirement System of Texas
Austin,
Texas
| – | -$757K | -14,337 | Closed |
|
|
CWP
177
Capital Wealth Planning
Naples,
Florida
| – | -$308K | -5,837 | Closed |
|
178
SG Americas Securities
New York
| – | -$272K | -5,159 | Closed |
|
|
VKH
179
Virtu KCG Holdings
New York
| – | -$206K | -4,174 | Closed |
|
|
SCG
180
Strategic Capital Group
Gig Harbor,
Washington
| – | -$22K | -414 | Closed |
|
|
AW
181
Alpha Windward
Westwood,
Massachusetts
| – | -$15K | -291 | Closed |
|
|
TWI
182
Thomas White International
Chicago,
Illinois
| – | -$10K | -181 | Closed |
|
|
RFC
183
Russell Frank Company
Seattle,
Washington
| – | -$8K | -151 | Closed |
|
|
MFS
184
MSI Financial Services
Springfield,
Massachusetts
| – | -$5K | -102 | Closed |
|
185
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -40 | Closed |
|
186
Jones Financial Companies
Des Peres,
Missouri
| – | -$2K | -30 | Closed |
|
BKE Hedge Fund Activity: Q4 2013 in Review
172 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2013, worth a combined $1.42B — down 0.26% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BKE positions and 14 closed out — a net gain of 4 holders — while 80 added to existing stakes and 53 trimmed.
The largest buyer was Schwartz Investment Counsel, adding an estimated $20.7M. The largest seller was Wellington Management Group, cutting an estimated $39.7M.
- 172 institutional investors held Buckle (BKE) as of Q4 2013, up from 168 in Q3 2013.
- Funds reported $1.42B of Buckle stock for Q4 2013, down 0.26% quarter-over-quarter.
- 18 funds opened new Buckle positions in Q4 2013 and 14 closed out, a net change of +4 holders.
- The largest Buckle buyer in Q4 2013 was Schwartz Investment Counsel, an estimated $20.7M added.
- The largest Buckle seller in Q4 2013 was Wellington Management Group, an estimated $39.7M sold.
Based on aggregated 13F filings for Q4 2013.