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181 hedge funds and large institutions have $760M invested in Buckle in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

54% more capital invested

Capital invested by funds: $492M → $760M (+$268M)

15% more funds holding

Funds holding: 158181 (+23)

5.77% more ownership

Funds ownership: 59.81%65.59% (+5.8%)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

55% less call options, than puts

Call options by funds: $4.7M | Put options by funds: $10.4M

Holders
181
Holders Change
+23
Holders Change %
+14.56%
% of All Funds
4.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
49
Reduced
57
Closed
19
Calls
$4.7M
Puts
$10.4M
Net Calls
-$5.67M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M -$9.85K -500 -0%
BlackRock
2
BlackRock
New York
$85.6M +$1.14M +57,946 +2%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$69.1M +$29.4M +1,491,495 +105%
Vanguard Group
4
Vanguard Group
Pennsylvania
$62M +$1.42M +71,953 +3%
State Street
5
State Street
Massachusetts
$29.2M +$4.57M +231,878 +23%
Victory Capital Management
6
Victory Capital Management
Texas
$27.5M -$3.61M -183,095 -14%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$18.1M -$503K -25,508 -3%
Wells Fargo
8
Wells Fargo
California
$17.3M -$4.56M -231,312 -24%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$16.4M
Charles Schwab
10
Charles Schwab
California
$11.5M +$439K +22,262 +5%
PCM
11
Palisade Capital Management
New Jersey
$11.1M -$58.4K -2,965 -0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$11M
AAM
13
Advisors Asset Management
Colorado
$10.4M -$1.98M -100,444 -19%
Prudential Financial
14
Prudential Financial
New Jersey
$9.99M +$7.36M +373,500 +795%
SIM
15
Sprucegrove Investment Management
Ontario, Canada
$9.88M -$502K -25,500 -6%
Northern Trust
16
Northern Trust
Illinois
$8.51M -$192K -9,765 -3%
SI
17
Sprott Inc
Ontario, Canada
$7.6M +$1.28M +65,000 +25%
CAM
18
Claret Asset Management
Quebec, Canada
$6.89M +$5.72M +290,317 New
Ameriprise
19
Ameriprise
Minnesota
$6.34M +$553K +28,071 +12%
Morgan Stanley
20
Morgan Stanley
New York
$6.29M +$3.44M +174,708 +194%
Goldman Sachs
21
Goldman Sachs
New York
$6.01M -$90.1K -4,574 -2%
CIM
22
Contrarius Investment Management
Jersey
$5.85M +$4.85M +246,178 New
RA
23
Royce & Associates
New York
$5.6M -$462K -23,453 -9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$5.56M +$7.8K +396 +0.2%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.04M -$32.5K -1,652 -0.8%

BKE Hedge Fund Activity: Q4 2017 in Review

181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2017, worth a combined $760M — up 54% from $492M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BKE positions and 19 closed out — a net gain of 24 holders — while 49 added to existing stakes and 57 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $29.4M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $5.02M sold.

  • 181 institutional investors held Buckle (BKE) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $760M of Buckle stock for Q4 2017, up 54% quarter-over-quarter.
  • 43 funds opened new Buckle positions in Q4 2017 and 19 closed out, a net change of +24 holders.
  • The largest Buckle buyer in Q4 2017 was Schroder Investment Management Group, an estimated $29.4M added.
  • The largest Buckle seller in Q4 2017 was Renaissance Technologies, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2017.