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Cracker Barrel

253 hedge funds and large institutions have $1.14B invested in Cracker Barrel in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $889M → $1.14B (+$246M)

8.07% more ownership

Funds ownership: 88.4%96.47% (+8.1%)

8% more call options, than puts

Call options by funds: $65.7M | Put options by funds: $60.8M

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

3% less funds holding

Funds holding: 260253 (-7)

Holders
253
Holders Change
-7
Holders Change %
-2.69%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
80
Reduced
77
Closed
43
Calls
$65.7M
Puts
$60.8M
Net Calls
+$4.86M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
226
Red Tortoise LLC
Georgia
$2.27K
EBA
227
Eagle Bay Advisors
New York
$2.17K
RIL
228
Rothschild Investment LLC
Illinois
$2.17K +$742 +15 +58%
PWMG
229
Private Wealth Management Group
New Jersey
$2.01K
CCA
230
Criterion Capital Advisors
Tennessee
$1.77K
T
231
Transce3nd
Texas
$1.69K +$1.58K +32 New
FGA
232
Fortis Group Advisors
New Jersey
$1.64K
QL
233
Quarry LP
New York
$1.53K +$1.43K +29 New
CFD
234
Creative Financial Designs
Indiana
$1.35K +$49 +1 +4%
NC
235
NewSquare Capital
Pennsylvania
$1.3K
SWM
236
Spire Wealth Management
Virginia
$1.22K
CWC
237
Carolinas Wealth Consulting
North Carolina
$1.22K +$1.14K +23 New
MSWA
238
Marshall & Sterling Wealth Advisors
New York
$1.22K +$1.14K +23 New
BTI
239
Blue Trust Inc
Georgia
$1.16K -$133K -2,679 -99%
RWM
240
Ruedi Wealth Management
Illinois
$1.16K
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$951 +$890 +18 New
AWM
242
Avior Wealth Management
Nebraska
$740
FFA
243
Farther Finance Advisors
California
$687 -$247 -5 -28%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$529
NWWA
245
New Wave Wealth Advisors
Arkansas
$476 +$445 +9 New
HI
246
Harbour Investments
Wisconsin
$370
SPIA
247
Steward Partners Investment Advisory
New York
$317 -$445 -9 -60%
BGAI
248
Bruce G. Allen Investments
Colorado
$317
BIA
249
Bell Investment Advisors
California
$265
PFBT
250
Parkside Financial Bank & Trust
Missouri
$159

CBRL Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q4 2024, worth a combined $1.14B — up 28% from $889M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of CBRL and 39 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 80 added.

The largest buyer was Marshall Wace, adding an estimated $22.9M. The largest seller was Bank of New York Mellon, cutting an estimated $5.52M.

  • 253 institutional investors held Cracker Barrel (CBRL) as of Q4 2024, down from 260 in Q3 2024.
  • Funds reported $1.14B of Cracker Barrel stock for Q4 2024, up 28% quarter-over-quarter.
  • 39 funds opened new Cracker Barrel positions in Q4 2024 and 43 closed out, a net change of -4 holders.
  • The largest Cracker Barrel buyer in Q4 2024 was Marshall Wace, an estimated $22.9M added.
  • The largest Cracker Barrel seller in Q4 2024 was Bank of New York Mellon, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2024.