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169 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.

New
Increased
Maintained
Reduced
Closed

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: 168169 (+1)

1.06% less ownership

Funds ownership: 63.89%62.83% (-1.1%)

6% less capital invested

Capital invested by funds: $743M → $696M (-$47.1M)

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: 20 (-2)

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
63
Reduced
47
Closed
26
Calls
$1.84M
Puts
$2.29M
Net Calls
-$448K
Net Calls Change
+$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$166M +$18.9M +820,200 +13%
RA
2
Royce & Associates
New York
$63.4M -$16M -693,907 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$57.8M +$2.59M +112,740 +5%
BFA
4
BlackRock Fund Advisors
California
$52.2M +$5.34M +232,055 +11%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$46.9M +$2.5M +108,900 +6%
Wells Fargo
6
Wells Fargo
California
$21.5M +$3.77M +163,771 +21%
AAM
7
Advisors Asset Management
Colorado
$21.1M +$2.59M +112,694 +14%
State Street
8
State Street
Massachusetts
$18.6M +$808K +35,132 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.3M +$5.22M +227,170 +43%
BIT
10
BlackRock Institutional Trust
California
$17M +$1.07M +46,583 +7%
Norges Bank
11
Norges Bank
Norway
$12.2M +$454K +19,754 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$12.1M +$1.15K +50 +0%
CIC
13
Crawford Investment Counsel
Georgia
$11.5M -$10.8K -469 -0.1%
PCM
14
Palisade Capital Management
New Jersey
$10.8M +$6.88K +299 +0.1%
Northern Trust
15
Northern Trust
Illinois
$8.52M +$279K +12,150 +3%
FL
16
Fort LP
Maryland
$7.26M -$2.42M -105,260 -25%
SIM
17
Sprucegrove Investment Management
Ontario, Canada
$6.14M +$6.2M +269,500 New
Charles Schwab
18
Charles Schwab
California
$6.12M +$915K +39,793 +17%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$5.28M +$5.32M +231,397 New
Principal Financial Group
20
Principal Financial Group
Iowa
$4.67M +$63.7K +2,772 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$4.58M +$175K +7,631 +4%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.54M -$13.9K -605 -0.3%
GAM
23
Gotham Asset Management
New York
$4.09M -$318K -13,845 -7%
SDIC
24
South Dakota Investment Council
South Dakota
$3.96M +$2.12M +92,100 +113%
Invesco
25
Invesco
Georgia
$3.88M +$214K +9,302 +6%

BKE Hedge Fund Activity: Q4 2016 in Review

169 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2016, worth a combined $696M — down 6.3% from $743M 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.

  • 169 institutional investors held Buckle (BKE) as of Q4 2016, up from 168 in Q3 2016.
  • Funds reported $696M of Buckle stock for Q4 2016, down 6.3% 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.