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Cracker Barrel

304 hedge funds and large institutions have $1.99B invested in Cracker Barrel in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 82 increasing their positions, 114 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $98.4M | Put options by funds: $25.7M

28% more capital invested

Capital invested by funds: $1.55B → $1.99B (+$431M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.84% less ownership

Funds ownership: 79.52%75.67% (-3.8%)

4% less funds holding

Funds holding: 317304 (-13)

15% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 71

28% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 114

Holders
304
Holders Change
-13
Holders Change %
-4.1%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
82
Reduced
114
Closed
71
Calls
$98.4M
Puts
$25.7M
Net Calls
+$72.7M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
351
Ameritas Investment Company
Nebraska
-$141K -1,690 Closed
BGIM
352
Brandywine Global Investment Management
Pennsylvania
-$79K -947 Closed
PCM
353
Prelude Capital Management
New York
-$77.2K -779 Closed
Lazard Asset Management
354
Lazard Asset Management
New York
-$45K -551 Closed
CS
355
Capital Square
Tennessee
-$43K -519 Closed
Acadian Asset Management
356
Acadian Asset Management
Massachusetts
-$38K -457 Closed
RFM
357
Royal Fund Management
Florida
-$38K -457 Closed
ASN
358
Advisory Services Network
Georgia
-$31K -372 Closed
DZ Bank
359
DZ Bank
Germany
-$30.9K -371 Closed
OFG
360
OmniStar Financial Group
North Carolina
-$17K -201 Closed
AA
361
Advisory Alpha
Michigan
-$17.7K -200 Closed
AW
362
Alpha Windward
Massachusetts
-$9K -106 Closed
EWM
363
EPG Wealth Management
Georgia
-$8K -100 Closed
PRC
364
Pearl River Capital
Michigan
-$8K -100 Closed
SMFS
365
Squar Milner Financial Services
California
-$8K -100 Closed
TCOV
366
Trust Company of Vermont
Vermont
-$8K -100 Closed
HGWM
367
Harvest Group Wealth Management
Massachusetts
-$5K -64 Closed
WQ
368
Wealth Quarterback
New Jersey
-$3.1K -37 Closed
WAP
369
Wealthcare Advisory Partners
Pennsylvania
-$3K -35 Closed
CCM
370
Cox Capital Management
Massachusetts
-$4K -27 Closed
FGAM
371
Financial Gravity Asset Management
Texas
-$1.23K -15 Closed
NFG
372
Next Financial Group
Texas
-$1K -15 Closed
LC
373
Lindbrook Capital
California
-$1K -10 Closed
IWP
374
IAG Wealth Partners
Wisconsin
-$1K -8 Closed

CBRL Hedge Fund Activity: Q2 2020 in Review

304 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q2 2020, worth a combined $1.99B — up 28% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of CBRL and 60 opened new positions — a net loss of 11 holders — while 114 trimmed existing stakes and 82 added.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $59.8M. The largest seller was First Trust Advisors, cutting an estimated $41M.

  • 304 institutional investors held Cracker Barrel (CBRL) as of Q2 2020, down from 317 in Q1 2020.
  • Funds reported $1.99B of Cracker Barrel stock for Q2 2020, up 28% quarter-over-quarter.
  • 60 funds opened new Cracker Barrel positions in Q2 2020 and 71 closed out, a net change of -11 holders.
  • The largest Cracker Barrel buyer in Q2 2020 was EARNEST Partners, an estimated $59.8M added.
  • The largest Cracker Barrel seller in Q2 2020 was First Trust Advisors, an estimated $41M sold.

Based on aggregated 13F filings for Q2 2020.