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Cracker Barrel

311 hedge funds and large institutions have $3.11B invested in Cracker Barrel in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 91

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $27.5M

3% more funds holding

Funds holding: 301311 (+10)

3% more capital invested

Capital invested by funds: $3.03B → $3.11B (+$80M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
311
Holders Change
+10
Holders Change %
+3.32%
% of All Funds
8.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
48
Increased
125
Reduced
91
Closed
36
Calls
$31.5M
Puts
$27.5M
Net Calls
+$3.96M
Net Calls Change
+$7.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Bridgeway Capital Management
Texas
$2.75M +$78.3K +550 +3%
AIG
102
American International Group
New York
$2.74M +$460K +3,231 +21%
AWCI
103
Alpine Woods Capital Investors
New York
$2.69M
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$2.68M
VKH
105
Virtu KCG Holdings
New York
$2.65M +$2.53M +17,737 New
SFM
106
Systematic Financial Management
New Jersey
$2.64M +$2.52M +17,724 New
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$2.61M +$2.49M +17,500 New
GF
108
Gerstein Fisher
New York
$2.57M +$286K +2,007 +13%
MAM
109
Meeder Asset Management
Ohio
$2.54M +$1.13M +7,902 +87%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$2.49M +$2.37M +16,675 New
MAA
111
Managed Account Advisors
New Jersey
$2.44M -$419K -2,943 -15%
CA
112
Callahan Advisors
Texas
$2.42M +$418K +2,935 +22%
PCM
113
Palouse Capital Management
Washington
$2.31M -$68.2K -479 -3%
VFA
114
Virtus Fund Advisers
Connecticut
$2.3M +$2.2M +15,423 New
CIC
115
Crawford Investment Counsel
Georgia
$2.24M +$76.9K +540 +4%
HI
116
HBK Investments
Texas
$2.24M +$2.14M +15,000 New
WRF
117
Waddell & Reed Financial
Kansas
$2.15M +$229K +1,610 +13%
Renaissance Technologies
118
Renaissance Technologies
New York
$2.12M +$2.03M +14,232 New
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$2.11M +$331K +2,324 +20%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$2.01M -$128K -900 -6%
SSA
121
South Street Advisors
New York
$1.99M +$1.36M +9,570 +253%
BA
122
BlackRock Advisors
Delaware
$1.97M -$146K -1,027 -7%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.88M -$60.5K -425 -3%
SCM
124
Stevens Capital Management
Pennsylvania
$1.85M +$637K +4,476 +57%
CO
125
Caldwell & Orkin
Georgia
$1.83M +$698K +4,900 +66%

CBRL Hedge Fund Activity: Q2 2015 in Review

311 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q2 2015, worth a combined $3.11B — up 2.6% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CBRL positions and 36 closed out — a net gain of 12 holders — while 125 added to existing stakes and 91 trimmed.

The largest buyer was Federated Hermes, adding an estimated $37.5M. The largest seller was Numeric Investors, exiting entirely with an estimated $27.2M sold.

  • 311 institutional investors held Cracker Barrel (CBRL) as of Q2 2015, up from 301 in Q1 2015.
  • Funds reported $3.11B of Cracker Barrel stock for Q2 2015, up 2.6% quarter-over-quarter.
  • 48 funds opened new Cracker Barrel positions in Q2 2015 and 36 closed out, a net change of +12 holders.
  • The largest Cracker Barrel buyer in Q2 2015 was Federated Hermes, an estimated $37.5M added.
  • The largest Cracker Barrel seller in Q2 2015 was Numeric Investors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2015.