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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
HighTower Advisors
151
HighTower Advisors
Illinois
$231K +$216K +4,365 New
WG
152
Winton Group
United Kingdom
$228K +$213K +4,313 New
Victory Capital Management
153
Victory Capital Management
Texas
$221K -$4.1M -82,881 -95%
TRCT
154
Tower Research Capital (TRC)
New York
$218K +$50.5K +1,020 +33%
KK
155
KLP Kapitalforvaltning
Norway
$217K +$203K +4,100 New
COI
156
Connable Office Inc
Michigan
$215K +$201K +4,065 New
ECM
157
Everence Capital Management
Indiana
$214K -$133K -2,690 -40%
EF
158
Empowered Funds
Pennsylvania
$213K +$199K +4,031 New
OQS
159
Occudo Quantitative Strategies
Florida
$207K +$194K +3,915 New
SAM
160
Shell Asset Management
Netherlands
$197K
US Bancorp
161
US Bancorp
Minnesota
$172K +$445 +9 +0.3%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$150K -$7.07K -143 -5%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$133K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$129K -$7.91K -160 -6%
GI
165
GAMMA Investing
California
$125K +$69K +1,394 +143%
AIP
166
Ameritas Investment Partners
Nebraska
$116K
LFG
167
Larson Financial Group
Missouri
$108K +$49 +1 +0%
NFSG
168
Newbridge Financial Services Group
Florida
$92K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$88.1K -$18.7K -379 -19%
BTC
170
Bank & Trust Company
Illinois
$86.4K -$13.8K -280 -15%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$80.5K +$8.61K +174 +13%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$62K +$23K +465 +65%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$57.3K
LDB
174
Lee, Danner & Bass
Tennessee
$56.1K +$52.5K +1,061 New
HWA
175
HHM Wealth Advisors
Tennessee
$55.3K

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.