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Cracker Barrel

325 hedge funds and large institutions have $3.38B invested in Cracker Barrel in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 141 increasing their positions, 94 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 94

3.67% more ownership

Funds ownership: 84.76%88.43% (+3.7%)

1% less capital invested

Capital invested by funds: $3.4B → $3.38B (-$20.4M)

6% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $43.5M

7% less funds holding

Funds holding: 349325 (-24)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
325
Holders Change
-24
Holders Change %
-6.88%
% of All Funds
8.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
141
Reduced
94
Closed
48
Calls
$40.7M
Puts
$43.5M
Net Calls
-$2.82M
Net Calls Change
-$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HHC
101
Hutchin Hill Capital
New York
$2.56M +$2.58M +16,100 New
Prudential Financial
102
Prudential Financial
New Jersey
$2.53M +$133K +832 +6%
PC
103
Palo Capital
California
$2.49M -$60.7K -379 -2%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$2.42M +$597K +3,731 +32%
Millennium Management
105
Millennium Management
New York
$2.34M +$2.35M +14,673 New
VOYA Investment Management
106
VOYA Investment Management
Georgia
$2.3M -$1.92K -12 -0.1%
Canada Life
107
Canada Life
Manitoba, Canada
$2.2M +$87.7K +548 +4%
Creative Planning
108
Creative Planning
Kansas
$2.17M -$194K -1,214 -8%
UR
109
USCA RIA
Texas
$2.09M +$2.1M +13,138 New
DADC
110
D.A. Davidson & Co
Montana
$2.07M -$2.35M -14,714 -53%
ACP
111
Ashfield Capital Partners
California
$1.95M -$3.17M -19,791 -62%
ERSOT
112
Employees Retirement System of Texas
Texas
$1.91M -$320K -2,000 -14%
AssetMark Inc
113
AssetMark Inc
California
$1.9M +$815K +5,094 +75%
VV
114
Verity & Verity
South Carolina
$1.88M +$187K +1,167 +11%
UBS AM
115
UBS AM
Illinois
$1.87M +$277K +1,734 +17%
RJA
116
Raymond James & Associates
Florida
$1.84M -$1.81M -11,314 -49%
MSA
117
Mason Street Advisors
Wisconsin
$1.81M +$22.2K +139 +1%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$1.77M +$30.4K +190 +2%
LMGAM
119
Liberty Mutual Group Asset Management
Massachusetts
$1.74M +$23.2K +145 +1%
SWM
120
SVA Wealth Management
Wisconsin
$1.71M +$1.72M +10,729 New
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$1.69M +$478K +2,990 +39%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$1.67M
FMBTD
123
First Midwest Bank Trust Division
Illinois
$1.62M +$52.2K +326 +3%
JWBC
124
J.W. Burns & Co
New York
$1.61M +$45.8K +286 +3%
PSUF
125
People's United Financial
Connecticut
$1.59M

CBRL Hedge Fund Activity: Q1 2017 in Review

325 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q1 2017, worth a combined $3.38B — down 0.6% from $3.4B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of CBRL and 33 opened new positions — a net loss of 15 holders — while 94 trimmed existing stakes and 141 added.

The largest buyer was BlackRock, adding an estimated $359M. The largest seller was Capital Fund Management (CFM), exiting entirely with an estimated $13.8M sold.

  • 325 institutional investors held Cracker Barrel (CBRL) as of Q1 2017, down from 349 in Q4 2016.
  • Funds reported $3.38B of Cracker Barrel stock for Q1 2017, down 0.6% quarter-over-quarter.
  • 33 funds opened new Cracker Barrel positions in Q1 2017 and 48 closed out, a net change of -15 holders.
  • The largest Cracker Barrel buyer in Q1 2017 was BlackRock, an estimated $359M added.
  • The largest Cracker Barrel seller in Q1 2017 was Capital Fund Management (CFM), an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2017.