Bob Evans Farms, Inc.
BOBE
BOBE was delisted on the 11th of January, 2018.
170 hedge funds and large institutions have $1.02B invested in Bob Evans Farms, Inc. in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 70 reducing their positions, and 36 closing their positions.
225% more call options, than puts
Call options by funds: $3.15M | Put options by funds: $970K
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
6% less capital invested
Capital invested by funds: $1.08B → $1.02B (-$67.6M)
8% less funds holding
Funds holding: 185 → 170 (-15)
27% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 70
36% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sandell Asset Management
New York
|
+$13.7M |
| 2 |
GAI
General American Investors
New York
|
+$13.3M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$13.3M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$9.69M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
+$9.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$38.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$26.3M |
| 3 |
Neuberger Berman Group
New York
|
-$16.7M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$13.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$8.54M |
BOBE Hedge Fund Activity: Q1 2014 in Review
170 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Bob Evans Farms, Inc. (BOBE) for Q1 2014, worth a combined $1.02B — down 6.2% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of BOBE and 23 opened new positions — a net loss of 13 holders — while 70 trimmed existing stakes and 51 added.
The largest buyer was Sandell Asset Management, adding an estimated $13.7M. The largest seller was Silvercrest Asset Management, cutting an estimated $38.1M.
- 170 institutional investors held Bob Evans Farms, Inc. (BOBE) as of Q1 2014, down from 185 in Q4 2013.
- Funds reported $1.02B of Bob Evans Farms, Inc. stock for Q1 2014, down 6.2% quarter-over-quarter.
- 23 funds opened new Bob Evans Farms, Inc. positions in Q1 2014 and 36 closed out, a net change of -13 holders.
- The largest Bob Evans Farms, Inc. buyer in Q1 2014 was Sandell Asset Management, an estimated $13.7M added.
- The largest Bob Evans Farms, Inc. seller in Q1 2014 was Silvercrest Asset Management, an estimated $38.1M sold.
Based on aggregated 13F filings for Q1 2014.