We are live on ! Find out more
CBRL icon

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
APC
276
Aspire Private Capital
North Carolina
$2.23K
Jones Financial Companies
277
Jones Financial Companies
Missouri
$2.08K +$1.79K +25 +1,250%
ADL
278
Asset Dedication LLC
California
$2K
AssetMark Inc
279
AssetMark Inc
California
$1.77K
EBA
280
Eagle Bay Advisors
New York
$1.77K
RWM
281
Ruedi Wealth Management
Illinois
$1.7K
SWM
282
Spire Wealth Management
Virginia
$1.69K +$1.65K +23 New
CFB
283
Cullen/Frost Bankers
Texas
$1.39K
T
284
Tidemark
California
$1.31K +$1.22K +17 New
JWA
285
JFS Wealth Advisors
Pennsylvania
$1.16K +$1.08K +15 New
GWS
286
Glassman Wealth Services
Virginia
$1.08K -$2.01K -28 -67%
AWM
287
Avior Wealth Management
Nebraska
$1.08K
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$771
SIC
289
SJS Investment Consulting
Ohio
$618 +$72 +1 +14%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$463 -$8.61K -120 -95%
JWM
291
Janiczek Wealth Management
Colorado
$463 -$3.01K -42 -88%
RAM
292
Riggs Asset Management
Pennsylvania
$463 +$431 +6 New
BIA
293
Bell Investment Advisors
California
$386 -$2.73K -38 -88%
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$309 +$287 +4 New
CFD
295
Creative Financial Designs
Indiana
$257
AWM
296
Abound Wealth Management
Tennessee
$232
CWC
297
Carolinas Wealth Consulting
North Carolina
$77 -$2.3K -32 -97%
EC
298
Elequin Capital
New York
$77 -$72 -1 -50%
CSS
299
Cubist Systematic Strategies
Connecticut
-$17.4M -242,706 Closed
TI
300
Trexquant Investment
Connecticut
-$5.11M -75,973 Closed

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.