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Cracker Barrel

298 hedge funds and large institutions have $1.68B invested in Cracker Barrel in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

22% more capital invested

Capital invested by funds: $1.37B → $1.68B (+$306M)

5.92% more ownership

Funds ownership: 92.17%98.08% (+5.9%)

3% more funds holding

Funds holding: 290298 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $77.6M

Holders
298
Holders Change
+8
Holders Change %
+2.76%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
107
Reduced
86
Closed
46
Calls
$73.6M
Puts
$77.6M
Net Calls
-$3.97M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Truvestments Capital
Florida
$30.8K +$28.7K +400 New
PA
227
Parallel Advisors
California
$30K +$6.96K +97 +33%
NSG
228
Nalls Sherbakoff Group
Tennessee
$29.5K
CA
229
Clearstead Advisors
Ohio
$28.7K -$25.7K -358 -49%
CWM
230
Compass Wealth Management
Connecticut
$23.1K
NA
231
NewEdge Advisors
Louisiana
$22.9K +$6.1K +85 +40%
GWM
232
Geneos Wealth Management
Colorado
$21.8K +$359 +5 +2%
PTC
233
Private Trust Company
Ohio
$21.1K +$1.08K +15 +6%
Qube Research & Technologies (QRT)
234
Qube Research & Technologies (QRT)
United Kingdom
$20.3K
CNBTD
235
Citizens National Bank Trust Department
Mississippi
$19.3K
IA
236
IFP Advisors
Florida
$19.1K -$5.6K -78 -24%
Nomura Asset Management
237
Nomura Asset Management
Japan
$18.5K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$18.4K +$5.67K +79 +49%
S
239
SignatureFD
Georgia
$18.3K +$5.31K +74 +45%
GRP
240
Global Retirement Partners
California
$17.7K +$6.96K +97 +66%
SWM
241
Sugarloaf Wealth Management
Georgia
$17.4K +$287 +4 +2%
TPCW
242
TD Private Client Wealth
New York
$17.3K
AF
243
Allworth Financial
California
$17.2K +$2.94K +41 +23%
PS
244
Principal Securities
Iowa
$15.5K +$14.4K +201 New
HBW
245
Hazlett, Burt & Watson
West Virginia
$15K
IFAM
246
Institutional & Family Asset Management
Colorado
$14.3K +$13.3K +186 New
VCM
247
Versant Capital Management
Arizona
$14K +$9.9K +138 +321%
OC
248
Oakworth Capital
Alabama
$13.8K
SPIA
249
Steward Partners Investment Advisory
New York
$13.7K
NS
250
NBC Securities
Alabama
$13K +$3.59K +50 +41%

CBRL Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q4 2023, worth a combined $1.68B — up 22% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CBRL positions and 46 closed out — a net gain of 11 holders — while 107 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.2M. The largest seller was Cubist Systematic Strategies, exiting entirely with an estimated $17.4M sold.

  • 298 institutional investors held Cracker Barrel (CBRL) as of Q4 2023, up from 290 in Q3 2023.
  • Funds reported $1.68B of Cracker Barrel stock for Q4 2023, up 22% quarter-over-quarter.
  • 57 funds opened new Cracker Barrel positions in Q4 2023 and 46 closed out, a net change of +11 holders.
  • The largest Cracker Barrel buyer in Q4 2023 was Morgan Stanley, an estimated $41.2M added.
  • The largest Cracker Barrel seller in Q4 2023 was Cubist Systematic Strategies, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.