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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
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$12.8K +$11.9K +166 New
CTC
252
Central Trust Company
Missouri
$10.1K
LC
253
Lindbrook Capital
California
$10K +$8.18K +114 +713%
C
254
Covestor
United Kingdom
$10K +$2.73K +38 +38%
SIS
255
Sound Income Strategies
Florida
$9.33K
OIA
256
Optimum Investment Advisors
Illinois
$8.74K
HCP
257
Hexagon Capital Partners
Arkansas
$8.48K +$1.94K +27 +33%
TVAMP
258
Tennessee Valley Asset Management Partners
Tennessee
$8.16K +$7.61K +106 New
FHA
259
First Horizon Advisors
Tennessee
$8.02K
CAL
260
Capital Advisors Ltd
Ohio
$8K +$2.58K +36 +56%
Barrow, Hanley, Mewhinney & Strauss
261
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.94K +$5.88K +82 +390%
EWA
262
EverSource Wealth Advisors
Alabama
$7.94K +$7.39K +103 New
CJ
263
Caitlin John
Michigan
$7.71K +$7.17K +100 New
HI
264
Harbour Investments
Wisconsin
$7.01K +$1.79K +25 +38%
CCA
265
Criterion Capital Advisors
Tennessee
$6.4K +$5.96K +83 New
GI
266
Gradient Investments
Minnesota
$5.16K
FGA
267
Fortis Group Advisors
New Jersey
$4.78K +$2.22K +31 +100%
RCM
268
Raleigh Capital Management
North Carolina
$4.66K
Bessemer Group
269
Bessemer Group
New Jersey
$4K +$2.44K +34 +486%
CWM
270
CarsonAllaria Wealth Management
Illinois
$3.88K -$14.3K -200 -80%
GWSG
271
GPS Wealth Strategies Group
Colorado
$3.85K
FFA
272
Farther Finance Advisors
California
$3.39K +$431 +6 +16%
WT
273
Washington Trust
Rhode Island
$3.22K +$3.01K +42 New
POIA
274
Pin Oak Investment Advisors
Texas
$3K
BGAI
275
Bruce G. Allen Investments
Colorado
$2.54K +$2.37K +33 New

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.