We are live on ! Find out more

183 hedge funds and large institutions have $1.5B invested in Buckle in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more capital invested

Capital invested by funds: $1.22B → $1.5B (+$282M)

16% more funds holding

Funds holding: 158183 (+25)

3.72% more ownership

Funds ownership: 54.86%58.58% (+3.7%)

11% less call options, than puts

Call options by funds: $3.87M | Put options by funds: $4.37M

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
183
Holders Change
+25
Holders Change %
+15.82%
% of All Funds
4.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
38
Increased
55
Reduced
63
Closed
11
Calls
$3.87M
Puts
$4.37M
Net Calls
-$498K
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$385M -$17.6M -358,789 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$128M -$383K -7,798 -0.3%
Allianz Asset Management
3
Allianz Asset Management
Germany
$95.7M -$6.95M -141,500 -7%
BFA
4
BlackRock Fund Advisors
California
$83.1M +$7.69M +156,567 +11%
CI
5
Cambiar Investors
Colorado
$48.7M -$120K -2,446 -0.3%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$45.2M +$5.45M +110,938 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$44.6M
State Street
8
State Street
Massachusetts
$43.9M +$9.61M +195,491 +30%
SIC
9
Schwartz Investment Counsel
Michigan
$42.3M -$4.97M -101,200 -14%
BIT
10
BlackRock Institutional Trust
California
$33.6M -$190K -3,862 -0.6%
GAM
11
Gotham Asset Management
New York
$32.1M +$1.51M +30,815 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$28.6M +$290K +5,894 +1%
HCM
13
Hamlin Capital Management
New York
$26.3M +$16.6M +338,761 +210%
DIA
14
Denver Investment Advisors
Colorado
$24.3M +$22.7M +462,761 New
Ameriprise
15
Ameriprise
Minnesota
$24.2M +$3.8M +77,359 +20%
NAP
16
New Amsterdam Partners
New York
$21.7M +$20.3M +413,649 New
Northern Trust
17
Northern Trust
Illinois
$21.6M +$3.38M +68,881 +20%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$18.7M +$2.28M +46,483 +15%
PCM
19
Palisade Capital Management
New Jersey
$17.1M -$495K -10,071 -3%
Norges Bank
20
Norges Bank
Norway
$13.9M -$3.01M -61,220 -19%
SRC
21
Shufro Rose & Co
New York
$13.5M +$28.3K +575 +0.2%
USAA
22
United Services Automobile Association
Texas
$11.6M
First Manhattan
23
First Manhattan
New York
$10.3M -$1.14M -23,125 -11%
HA
24
Hays Advisory
Tennessee
$9.91M -$811K -16,501 -8%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.2M +$25.9K +528 +0.3%

BKE Hedge Fund Activity: Q4 2014 in Review

183 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2014, worth a combined $1.5B — up 23% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BKE positions and 11 closed out — a net gain of 27 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Denver Investment Advisors, opening a new position worth an estimated $22.7M. The largest seller was Royce & Associates, cutting an estimated $17.6M.

  • 183 institutional investors held Buckle (BKE) as of Q4 2014, up from 158 in Q3 2014.
  • Funds reported $1.5B of Buckle stock for Q4 2014, up 23% quarter-over-quarter.
  • 38 funds opened new Buckle positions in Q4 2014 and 11 closed out, a net change of +27 holders.
  • The largest Buckle buyer in Q4 2014 was Denver Investment Advisors, an estimated $22.7M added.
  • The largest Buckle seller in Q4 2014 was Royce & Associates, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2014.