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Cracker Barrel

275 hedge funds and large institutions have $915M invested in Cracker Barrel in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 78

1.41% more ownership

Funds ownership: 96.28%97.69% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 296275 (-21)

23% less call options, than puts

Call options by funds: $61.9M | Put options by funds: $80.2M

29% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 59

41% less capital invested

Capital invested by funds: $1.56B → $915M (-$640M)

Holders
275
Holders Change
-21
Holders Change %
-7.09%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
42
Increased
105
Reduced
78
Closed
59
Calls
$61.9M
Puts
$80.2M
Net Calls
-$18.4M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
Farther Finance Advisors
California
$1.02K -$4.13K -77 -75%
SWM
252
Spire Wealth Management
Virginia
$1.01K +$1.29K +24 New
NS
253
NBC Securities
Alabama
$1K -$7.03K -131 -81%
CAL
254
Capital Advisors Ltd
Ohio
$1K -$2.58K -48 -76%
PS
255
Principal Securities
Iowa
$970 -$9.34K -174 -88%
AssetMark Inc
256
AssetMark Inc
California
$970
RWM
257
Ruedi Wealth Management
Illinois
$928
UB
258
UMB Bank
Missouri
$928 +$644 +12 +120%
CFB
259
Cullen/Frost Bankers
Texas
$759
RIL
260
Rothschild Investment LLC
Illinois
$675 +$858 +16 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$633
IC
262
Innealta Capital
Texas
$632 +$805 +15 New
OWA
263
Opal Wealth Advisors
New York
$591 +$751 +14 New
AWM
264
Avior Wealth Management
Nebraska
$590 -$215 -4 -22%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$506 -$2.36K -44 -79%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$422
SIC
267
SJS Investment Consulting
Ohio
$254
JWM
268
Janiczek Wealth Management
Colorado
$253
BF
269
BOK Financial
Oklahoma
$253 +$322 +6 New
RWPA
270
Richard W. Paul & Associates
Michigan
$232 +$322 +6 New
BIA
271
Bell Investment Advisors
California
$211
DPW
272
DiNuzzo Private Wealth
Pennsylvania
$169 +$54 +1 +33%
CFD
273
Creative Financial Designs
Indiana
$146
TSMHT
274
Thurston Springer Miller Herd & Titak
Indiana
$42 +$54 +1 New
FWIA
275
Fort Washington Investment Advisors
Ohio
-$13.7M -187,693 Closed

CBRL Hedge Fund Activity: Q2 2024 in Review

275 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q2 2024, worth a combined $915M — down 41% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of CBRL and 42 opened new positions — a net loss of 17 holders — while 78 trimmed existing stakes and 105 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $32.6M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $13.7M sold.

  • 275 institutional investors held Cracker Barrel (CBRL) as of Q2 2024, down from 296 in Q1 2024.
  • Funds reported $915M of Cracker Barrel stock for Q2 2024, down 41% quarter-over-quarter.
  • 42 funds opened new Cracker Barrel positions in Q2 2024 and 59 closed out, a net change of -17 holders.
  • The largest Cracker Barrel buyer in Q2 2024 was Marshall Wace, an estimated $32.6M added.
  • The largest Cracker Barrel seller in Q2 2024 was Fort Washington Investment Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2024.