Buckle
190 hedge funds and large institutions have $844M invested in Buckle in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 46 reducing their positions, and 20 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 46
3.39% more ownership
Funds ownership: 71.26% → 74.65% (+3.4%)
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
1% less funds holding
Funds holding: 191 → 190 (-1)
10% less capital invested
Capital invested by funds: $941M → $844M (-$97.4M)
78% less call options, than puts
Call options by funds: $3.34M | Put options by funds: $15.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$9.07M |
| 2 |
Morgan Stanley
New York
|
+$5.95M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.69M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$4.41M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$4.66M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$2.63M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.35M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIA
201
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$179K | -6,636 | Closed |
|
|
BCA
202
Bray Capital Advisors
Naples,
Florida
| – | -$15K | -545 | Closed |
|
203
Envestnet Asset Management
Chicago,
Illinois
| – | -$14K | -502 | Closed |
|
|
FANJ
204
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$8K | -300 | Closed |
|
|
FGAM
205
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$5K | -190 | Closed |
|
|
JA
206
JOYN Advisors
Atlanta,
Georgia
| – | -$2K | -80 | Closed |
|
|
PA
207
Parallel Advisors
San Francisco,
California
| – | -$1K | -44 | Closed |
|
208
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -39 | Closed |
|
|
CAG
209
Csenge Advisory Group
Clearwater,
Florida
| – | +$148 | +6 | New |
|
BKE Hedge Fund Activity: Q3 2018 in Review
190 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q3 2018, worth a combined $844M — down 10% from $941M a quarter earlier.
Fund positioning in BKE was balanced in Q3 2018: 20 funds opened new positions, 20 closed out, 81 added to existing stakes and 46 trimmed.
The largest buyer was State Street, adding an estimated $9.07M. The largest seller was Schroder Investment Management Group, cutting an estimated $6.8M.
- 190 institutional investors held Buckle (BKE) as of Q3 2018, down from 191 in Q2 2018.
- Funds reported $844M of Buckle stock for Q3 2018, down 10% quarter-over-quarter.
- 20 funds opened new Buckle positions in Q3 2018 and 20 closed out, a net change of 0 holders.
- The largest Buckle buyer in Q3 2018 was State Street, an estimated $9.07M added.
- The largest Buckle seller in Q3 2018 was Schroder Investment Management Group, an estimated $6.8M sold.
Based on aggregated 13F filings for Q3 2018.