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Cracker Barrel

349 hedge funds and large institutions have $3.4B invested in Cracker Barrel in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 111 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

84.76% more ownership

Funds ownership: 0%84.76% (+85%)

83% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 42

30% more capital invested

Capital invested by funds: $2.61B → $3.4B (+$789M)

9% more funds holding

Funds holding: 321349 (+28)

6% more call options, than puts

Call options by funds: $48.3M | Put options by funds: $45.7M

3% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 108

Holders
349
Holders Change
+28
Holders Change %
+8.72%
% of All Funds
8.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
77
Increased
111
Reduced
108
Closed
42
Calls
$48.3M
Puts
$45.7M
Net Calls
+$2.54M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$9.26M -$30.1M -199,427 -78%
AAM
52
Advisors Asset Management
Colorado
$9.13M +$1.36M +8,999 +20%
N
53
Nuveen
North Carolina
$8.35M -$1.3M -8,608 -15%
JA
54
JLB & Associates
Michigan
$8.22M +$50K +331 +0.7%
WRF
55
Waddell & Reed Financial
Kansas
$8.03M +$584K +3,870 +9%
RCYC
56
Richard C. Young & Co
Rhode Island
$8M -$76.9K -509 -1%
EIP
57
Epoch Investment Partners
New York
$7.79M +$7.04M +46,646 New
CDH
58
Charles D. Hyman
$7.56M +$3.07M +20,300 +81%
Loomis, Sayles & Company
59
Loomis, Sayles & Company
Massachusetts
$7.54M +$2.87K +19 +0%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.53M -$6.79K -45 -0.1%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$7.45M -$211K -1,400 -3%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$7.29M +$4.63M +30,631 +235%
Citigroup
63
Citigroup
New York
$6.89M +$4.1M +27,144 +192%
Credit Agricole
64
Credit Agricole
France
$6.65M
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$6.62M -$151K -1,000 -2%
SI
66
Scout Investments
Missouri
$6.48M -$196K -1,300 -3%
MAM
67
Martingale Asset Management
Massachusetts
$6.26M +$483K +3,200 +9%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$5.83M -$22.8K -151 -0.4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$5.73M +$178K +1,176 +4%
PPA
70
Parametric Portfolio Associates
Washington
$5.58M -$115K -762 -2%
JP Morgan Chase
71
JP Morgan Chase
New York
$5.51M +$1.78M +11,788 +56%
AllianceBernstein
72
AllianceBernstein
Tennessee
$5.42M +$80.8K +535 +2%
ACP
73
Ashfield Capital Partners
California
$5.35M -$1.43M -9,495 -23%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$5.29M
TA
75
Teachers Advisors
New York
$5.28M +$118K +783 +3%

CBRL Hedge Fund Activity: Q4 2016 in Review

349 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q4 2016, worth a combined $3.4B — up 30% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new CBRL positions and 42 closed out — a net gain of 35 holders — while 111 added to existing stakes and 108 trimmed.

The largest buyer was Miller Howard Investments, opening a new position worth an estimated $62.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $30.1M.

  • 349 institutional investors held Cracker Barrel (CBRL) as of Q4 2016, up from 321 in Q3 2016.
  • Funds reported $3.4B of Cracker Barrel stock for Q4 2016, up 30% quarter-over-quarter.
  • 77 funds opened new Cracker Barrel positions in Q4 2016 and 42 closed out, a net change of +35 holders.
  • The largest Cracker Barrel buyer in Q4 2016 was Miller Howard Investments, an estimated $62.7M added.
  • The largest Cracker Barrel seller in Q4 2016 was Schroder Investment Management Group, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2016.