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Cracker Barrel

253 hedge funds and large institutions have $1.14B invested in Cracker Barrel in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $889M → $1.14B (+$246M)

8.07% more ownership

Funds ownership: 88.4%96.47% (+8.1%)

8% more call options, than puts

Call options by funds: $65.7M | Put options by funds: $60.8M

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

3% less funds holding

Funds holding: 260253 (-7)

Holders
253
Holders Change
-7
Holders Change %
-2.69%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
80
Reduced
77
Closed
43
Calls
$65.7M
Puts
$60.8M
Net Calls
+$4.86M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$9.01M +$1.1M +22,313 +15%
Allianz Asset Management
27
Allianz Asset Management
Germany
$6.78M +$697K +14,100 +12%
Squarepoint
28
Squarepoint
New York
$6.41M -$2.33M -47,013 -28%
Barclays
29
Barclays
United Kingdom
$6.29M +$3.97M +80,304 +207%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.7M +$148K +2,988 +3%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$5.2M +$1.56M +31,600 +47%
Raymond James Financial
32
Raymond James Financial
Florida
$4.6M +$4.3M +86,964 New
PEAK6
33
PEAK6
Illinois
$4.59M +$4.29M +86,743 New
UBS Group
34
UBS Group
Switzerland
$4.5M +$3.02M +61,054 +253%
WP
35
Woodline Partners
California
$3.99M +$3.73M +75,489 New
Ameriprise
36
Ameriprise
Minnesota
$3.96M -$277K -5,592 -7%
AAM
37
Advisors Asset Management
Colorado
$3.93M -$1.27M -25,597 -26%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.92M -$36.9K -746 -1%
Wells Fargo
39
Wells Fargo
California
$3.75M -$845K -17,091 -19%
DAM
40
Delta Asset Management
Tennessee
$3.68M -$637K -12,876 -16%
BS
41
Biglari Sardar
$3.65M
MC
42
Maverick Capital
Texas
$3.55M -$1.58M -31,934 -32%
N
43
Nuveen
North Carolina
$3.39M
Legal & General Group
44
Legal & General Group
United Kingdom
$3.25M +$119K +2,405 +4%
Stifel Financial
45
Stifel Financial
Missouri
$3.24M +$1.17M +23,585 +63%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$3M -$76.9K -1,555 -3%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.92M +$406K +8,205 +17%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.56M +$153K +3,090 +7%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.55M +$859K +17,368 +56%
JIP
50
Jaffetilchin Investment Partners
Florida
$2.53M +$2.37M +47,843 +52,575%

CBRL Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q4 2024, worth a combined $1.14B — up 28% from $889M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of CBRL and 39 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 80 added.

The largest buyer was Marshall Wace, adding an estimated $22.9M. The largest seller was Bank of New York Mellon, cutting an estimated $5.52M.

  • 253 institutional investors held Cracker Barrel (CBRL) as of Q4 2024, down from 260 in Q3 2024.
  • Funds reported $1.14B of Cracker Barrel stock for Q4 2024, up 28% quarter-over-quarter.
  • 39 funds opened new Cracker Barrel positions in Q4 2024 and 43 closed out, a net change of -4 holders.
  • The largest Cracker Barrel buyer in Q4 2024 was Marshall Wace, an estimated $22.9M added.
  • The largest Cracker Barrel seller in Q4 2024 was Bank of New York Mellon, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2024.