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173 hedge funds and large institutions have $926M invested in Buckle in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

1.9% more ownership

Funds ownership: 60.26%62.16% (+1.9%)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

1% less funds holding

Funds holding: 175173 (-2)

14% less capital invested

Capital invested by funds: $1.08B → $926M (-$154M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

79% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $8.54M

Holders
173
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
28
Increased
70
Reduced
50
Closed
29
Calls
$1.77M
Puts
$8.54M
Net Calls
-$6.77M
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$182M -$7.77M -234,264 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$101M +$75.9M +2,289,300 +229%
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.3M +$2.2M +66,207 +3%
BFA
4
BlackRock Fund Advisors
California
$56.3M +$4.42M +133,324 +8%
HCM
5
Hamlin Capital Management
New York
$49.9M +$658K +19,839 +1%
Allianz Asset Management
6
Allianz Asset Management
Germany
$41.3M -$460K -13,873 -1%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$28.1M +$5.45M +164,200 +22%
State Street
8
State Street
Massachusetts
$24.6M -$671K -20,222 -2%
BIT
9
BlackRock Institutional Trust
California
$20.9M +$361K +10,870 +2%
AAM
10
Advisors Asset Management
Colorado
$17.4M +$4.93M +148,554 +36%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$16.5M +$16.6K +501 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$15.1M +$2.17M +65,355 +15%
Wells Fargo
13
Wells Fargo
California
$14.5M +$7.41M +223,344 +90%
Renaissance Technologies
14
Renaissance Technologies
New York
$14.4M +$9.35M +281,734 +150%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$12.4M -$10.3M -309,638 -43%
GAM
16
Gotham Asset Management
New York
$12.4M +$6.44M +194,054 +93%
PCM
17
Palisade Capital Management
New Jersey
$12.2M +$931K +28,076 +8%
FL
18
Fort LP
Maryland
$11.6M +$4.05M +122,039 +48%
EVM
19
Eaton Vance Management
Massachusetts
$11.2M +$12M +362,836 New
Northern Trust
20
Northern Trust
Illinois
$11M -$3.22M -97,076 -21%
Ameriprise
21
Ameriprise
Minnesota
$8.15M -$3.71M -111,935 -30%
SRC
22
Shufro Rose & Co
New York
$7.14M -$767K -23,105 -9%
Morgan Stanley
23
Morgan Stanley
New York
$7.13M +$5.16M +155,602 +205%
Norges Bank
24
Norges Bank
Norway
$6.01M
First Manhattan
25
First Manhattan
New York
$5.84M -$23.2K -700 -0.4%

BKE Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2015, worth a combined $926M — down 14% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BKE and 28 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 70 added.

The largest buyer was Fidelity Investments, adding an estimated $75.9M. The largest seller was Cambiar Investors, exiting entirely with an estimated $33.7M sold.

  • 173 institutional investors held Buckle (BKE) as of Q4 2015, down from 175 in Q3 2015.
  • Funds reported $926M of Buckle stock for Q4 2015, down 14% quarter-over-quarter.
  • 28 funds opened new Buckle positions in Q4 2015 and 29 closed out, a net change of -1 holder.
  • The largest Buckle buyer in Q4 2015 was Fidelity Investments, an estimated $75.9M added.
  • The largest Buckle seller in Q4 2015 was Cambiar Investors, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2015.