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Cracker Barrel

310 hedge funds and large institutions have $3.2B invested in Cracker Barrel in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more call options, than puts

Call options by funds: $28.8M | Put options by funds: $21.1M

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 110

3% more capital invested

Capital invested by funds: $3.11B → $3.2B (+$84.9M)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

0% less funds holding

Funds holding: 311310 (-1)

Holders
310
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
42
Increased
116
Reduced
110
Closed
42
Calls
$28.8M
Puts
$21.1M
Net Calls
+$7.7M
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$26.9M +$314K +2,100 +1%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$26.6M +$259K +1,731 +1%
Two Sigma Investments
28
Two Sigma Investments
New York
$22.3M +$1.55M +10,346 +7%
GKIM
29
GW&K Investment Management
Massachusetts
$21.9M +$619K +4,141 +3%
RFC
30
Russell Frank Company
Washington
$20.3M -$7.75M -51,787 -27%
SI
31
Scout Investments
Missouri
$19.4M -$5.14M -34,353 -21%
BIM
32
BlackRock Investment Management
Delaware
$19.3M +$6.71M +44,835 +52%
Ameriprise
33
Ameriprise
Minnesota
$19.1M -$4.56M -30,494 -19%
Renaissance Technologies
34
Renaissance Technologies
New York
$18M +$16.2M +108,000 +759%
Bank of America
35
Bank of America
North Carolina
$16M -$689K -4,607 -4%
Charles Schwab
36
Charles Schwab
California
$15.6M +$80K +535 +0.5%
HW
37
Hancock Whitney
Mississippi
$14.9M +$15.1M +101,290 New
Wellington Management Group
38
Wellington Management Group
Massachusetts
$12.6M -$2.6M -17,380 -17%
Deutsche Bank
39
Deutsche Bank
Germany
$11.7M +$4.86M +32,515 +69%
PCM
40
Palisade Capital Management
New Jersey
$11.7M -$490K -3,275 -4%
Principal Financial Group
41
Principal Financial Group
Iowa
$11M -$11.2M -74,922 -50%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10.9M +$1.5M +10,027 +16%
UBS Group
43
UBS Group
Switzerland
$10.2M +$2.73M +18,222 +36%
HAM
44
Hillcrest Asset Management
Texas
$9.87M +$12.7K +85 +0.1%
TCIM
45
TIAA CREF Investment Management
New York
$9.76M -$2.25M -15,041 -19%
GHA
46
GW Henssler & Associates
Georgia
$9.59M +$281K +1,876 +3%
Capital Fund Management (CFM)
47
Capital Fund Management (CFM)
France
$9.34M -$335K -2,240 -3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$9.26M +$2.37M +15,865 +34%
FIM
49
Freedom Investment Management
Connecticut
$9.19M +$29.2M +194,963 +4,698%
AIG
50
American International Group
New York
$8.84M +$6.23M +41,657 +227%

CBRL Hedge Fund Activity: Q3 2015 in Review

310 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q3 2015, worth a combined $3.2B — up 2.7% from $3.11B a quarter earlier.

Fund positioning in CBRL was balanced in Q3 2015: 42 funds opened new positions, 42 closed out, 116 added to existing stakes and 110 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $78.8M. The largest seller was BlackRock Fund Advisors, cutting an estimated $38.5M.

  • 310 institutional investors held Cracker Barrel (CBRL) as of Q3 2015, down from 311 in Q2 2015.
  • Funds reported $3.2B of Cracker Barrel stock for Q3 2015, up 2.7% quarter-over-quarter.
  • 42 funds opened new Cracker Barrel positions in Q3 2015 and 42 closed out, a net change of 0 holders.
  • The largest Cracker Barrel buyer in Q3 2015 was Victory Capital Management, an estimated $78.8M added.
  • The largest Cracker Barrel seller in Q3 2015 was BlackRock Fund Advisors, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2015.