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BellRing Brands

313 hedge funds and large institutions have $4.6B invested in BellRing Brands in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14M

7% more capital invested

Capital invested by funds: $4.29B → $4.6B (+$304M)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding

Funds holding: 312313 (+1)

0.1% more ownership

Funds ownership: 94.53%94.63% (+0.1%)

10% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 115

Holders
313
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
38
Increased
103
Reduced
115
Closed
36
Calls
$18.1M
Puts
$14M
Net Calls
+$4.02M
Net Calls Change
-$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
276
Hillsdale Investment Management
Ontario, Canada
$4.03K -$839K -23,390 -100%
HFS
277
Hantz Financial Services
Michigan
$4K -$1.18K -33 -22%
MHR
278
Matthew Hamilton Rosenberg
$3.99K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$3.92K
HNB
280
Huntington National Bank
Ohio
$3.91K +$1.18K +33 +45%
EWA
281
EverSource Wealth Advisors
Alabama
$3.84K +$2.08K +58 +123%
SPIA
282
Steward Partners Investment Advisory
New York
$3.48K
BAM
283
Bellevue Asset Management
Washington
$3.26K
BHWM
284
Beaird Harris Wealth Management
Texas
$3K
BC
285
Bartlett & Co
Ohio
$3K
NA
286
NewEdge Advisors
Louisiana
$2.96K
PA
287
Parallel Advisors
California
$2.85K +$2.65K +74 +1,850%
BCWM
288
Bartlett & Co Wealth Management
Ohio
$2.71K
FFA
289
Farther Finance Advisors
California
$2.16K +$1.9K +53 +883%
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$1.9K
GWS
291
Glassman Wealth Services
Virginia
$1.83K
JWA
292
JFS Wealth Advisors
Pennsylvania
$1.83K +$143 +4 +9%
WTC
293
WhitTier Trust Company
Nevada
$1.83K
EARNEST Partners
294
EARNEST Partners
Georgia
$1.57K
SJIM
295
St. Johns Investment Management
Florida
$1.5K
VCM
296
Versant Capital Management
Arizona
$1.17K +$753 +21 +191%
FMP
297
Financial Management Professionals
Texas
$1K
Toronto Dominion Bank
298
Toronto Dominion Bank
Ontario, Canada
$1K +$861 +24 New
PVH
299
Psagot Value Holdings
Israel
$1K +$896 +25 New
NSIM
300
North Star Investment Management
Illinois
$952

BRBR Hedge Fund Activity: Q2 2023 in Review

313 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BellRing Brands (BRBR) for Q2 2023, worth a combined $4.6B — up 7.1% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BRBR positions and 36 closed out — a net gain of 2 holders — while 103 added to existing stakes and 115 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $26.9M. The largest seller was Route One Investment Company, cutting an estimated $103M.

  • 313 institutional investors held BellRing Brands (BRBR) as of Q2 2023, up from 312 in Q1 2023.
  • Funds reported $4.6B of BellRing Brands stock for Q2 2023, up 7.1% quarter-over-quarter.
  • 38 funds opened new BellRing Brands positions in Q2 2023 and 36 closed out, a net change of +2 holders.
  • The largest BellRing Brands buyer in Q2 2023 was Wasatch Advisors, an estimated $26.9M added.
  • The largest BellRing Brands seller in Q2 2023 was Route One Investment Company, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.