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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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

3% more funds holding

Funds holding: 163168 (+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

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
5.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
17
Increased
70
Reduced
59
Closed
10
Calls
$3.66M
Puts
$8.13M
Net Calls
-$4.48M
Net Calls Change
-$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$411M +$11.8M +223,483 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M +$3.04M +57,728 +3%
Allianz Asset Management
3
Allianz Asset Management
Germany
$99.5M -$1.56M -29,597 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$97.8M -$26.4M -500,873 -21%
BFA
5
BlackRock Fund Advisors
California
$81M +$8.76M +166,111 +12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$45.9M
State Street
7
State Street
Massachusetts
$44.2M -$2.36M -44,731 -5%
BIT
8
BlackRock Institutional Trust
California
$41M -$2.45M -46,490 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$29.8M -$339K -6,422 -1%
Northern Trust
10
Northern Trust
Illinois
$23.1M +$207K +3,924 +0.9%
Ameriprise
11
Ameriprise
Minnesota
$21M -$693K -13,151 -3%
AAM
12
Advisors Asset Management
Colorado
$20M +$111K +2,109 +0.6%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$18.5M -$861K -16,325 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.2M +$381K +7,228 +2%
American Century Companies
15
American Century Companies
Missouri
$15.2M -$1.58M -29,961 -9%
PCM
16
Palisade Capital Management
New Jersey
$14.5M -$11.1K -210 -0.1%
CAM
17
Congress Asset Management
Massachusetts
$14M +$554K +10,500 +4%
HA
18
Hays Advisory
Tennessee
$12.7M -$179K -3,398 -1%
First Manhattan
19
First Manhattan
New York
$12.7M
Norges Bank
20
Norges Bank
Norway
$11.7M
DM
21
Delphi Management
Massachusetts
$11.6M -$879K -16,670 -7%
GAM
22
Gotham Asset Management
New York
$10.8M +$2.8M +53,029 +35%
FCH
23
Freestone Capital Holdings
Washington
$10.8M +$1.14M +21,596 +12%
SRC
24
Shufro Rose & Co
New York
$9.34M -$71.6K -1,357 -0.8%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.78M +$397K +7,532 +5%

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.