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229 hedge funds and large institutions have $1.38B invested in Buckle in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

53% more capital invested

Capital invested by funds: $901M → $1.38B (+$480M)

13% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $20M

4.15% more ownership

Funds ownership: 53.48%57.62% (+4.1%)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0% less funds holding

Funds holding: 230229 (-1)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
38
Increased
79
Reduced
82
Closed
37
Calls
$22.6M
Puts
$20M
Net Calls
+$2.59M
Net Calls Change
-$403K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$224M +$5.97M +157,802 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M +$2.09M +55,192 +1%
Morgan Stanley
3
Morgan Stanley
New York
$79.4M +$49.1M +1,298,227 +348%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$60.2M +$533K +14,079 +1%
State Street
5
State Street
Massachusetts
$58M +$955K +25,249 +2%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$54.6M +$10.9M +288,056 +33%
Renaissance Technologies
7
Renaissance Technologies
New York
$51M -$728K -19,250 -2%
Charles Schwab
8
Charles Schwab
California
$44.8M +$834K +22,050 +2%
First Trust Advisors
9
First Trust Advisors
Illinois
$36.5M +$6.77M +178,794 +30%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.9M +$861K +22,755 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$30.8M +$335K +8,859 +1%
PCM
12
Palisade Capital Management
New Jersey
$29.9M -$1.77M -46,745 -7%
Boston Partners
13
Boston Partners
Massachusetts
$27.6M -$920K -24,303 -4%
American Century Companies
14
American Century Companies
Missouri
$24.7M +$2.66M +70,275 +16%
Northern Trust
15
Northern Trust
Illinois
$19M -$769K -20,316 -5%
Invesco
16
Invesco
Georgia
$15.1M +$3.53M +93,257 +42%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$14.8M +$1.91M +50,607 +19%
AAM
18
Advisors Asset Management
Colorado
$14.6M -$574K -15,167 -5%
Victory Capital Management
19
Victory Capital Management
Texas
$14.5M -$66.1K -1,746 -0.6%
Citadel Advisors
20
Citadel Advisors
Florida
$13.1M +$2.49M +65,758 +31%
SI
21
Sprott Inc
Ontario, Canada
$12.6M
N
22
Nuveen
North Carolina
$12.5M -$171K -4,526 -2%
RAM
23
RK Asset Management
Michigan
$11.2M -$79.5K -2,100 -0.9%
RA
24
Royce & Associates
New York
$11.1M +$3.17M +83,901 +56%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$10.8M +$1.13M +29,787 +15%

BKE Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Buckle (BKE) for Q4 2023, worth a combined $1.38B — up 53% from $901M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BKE positions and 37 closed out — a net gain of 1 holder — while 79 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.1M. The largest seller was Impala Asset Management, cutting an estimated $10.6M.

  • 229 institutional investors held Buckle (BKE) as of Q4 2023, down from 230 in Q3 2023.
  • Funds reported $1.38B of Buckle stock for Q4 2023, up 53% quarter-over-quarter.
  • 38 funds opened new Buckle positions in Q4 2023 and 37 closed out, a net change of +1 holder.
  • The largest Buckle buyer in Q4 2023 was Morgan Stanley, an estimated $49.1M added.
  • The largest Buckle seller in Q4 2023 was Impala Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2023.