Buckle
170 hedge funds and large institutions have $696M invested in Buckle in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 26 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 47
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
1% more funds holding
Funds holding: 169 → 170 (+1)
1.06% less ownership
Funds ownership: 63.89% → 62.83% (-1.1%)
7% less capital invested
Capital invested by funds: $746M → $696M (-$49.5M)
20% less call options, than puts
Call options by funds: $1.84M | Put options by funds: $2.29M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.9M |
| 2 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
+$6.2M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.34M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$5.32M |
| 5 |
Bank of New York Mellon
New York
|
+$5.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hamlin Capital Management
New York
|
-$40.9M |
| 2 |
RA
Royce & Associates
New York
|
-$16M |
| 3 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$13.5M |
| 4 |
SRC
Shufro Rose & Co
New York
|
-$4.07M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.39M |
BKE Hedge Fund Activity: Q4 2016 in Review
170 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2016, worth a combined $696M — down 6.6% from $746M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BKE positions and 26 closed out — a net gain of 3 holders — while 63 added to existing stakes and 47 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $18.9M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $40.9M sold.
- 170 institutional investors held Buckle (BKE) as of Q4 2016, up from 169 in Q3 2016.
- Funds reported $696M of Buckle stock for Q4 2016, down 6.6% quarter-over-quarter.
- 29 funds opened new Buckle positions in Q4 2016 and 26 closed out, a net change of +3 holders.
- The largest Buckle buyer in Q4 2016 was Fidelity Investments, an estimated $18.9M added.
- The largest Buckle seller in Q4 2016 was Hamlin Capital Management, an estimated $40.9M sold.
Based on aggregated 13F filings for Q4 2016.