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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
SAM
176
Smartleaf Asset Management
Massachusetts
$52.4K +$45.2K +913 +1,602%
LSA
177
Leonteq Securities AG
Switzerland
$44.2K -$9.89K -200 -19%
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.3K +$49 +1 +0.1%
QCG
179
Quadrant Capital Group
Ohio
$33.7K +$5K +101 +19%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$30.6K -$11.1K -224 -28%
SCM
181
Sterling Capital Management
North Carolina
$29.5K +$24.1K +487 +686%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$27.3K -$396 -8 -2%
Canada Pension Plan Investment Board
183
Canada Pension Plan Investment Board
Ontario, Canada
$26.4K -$777K -15,700 -97%
CHC
184
City Holding Co
West Virginia
$26.4K
Nomura Asset Management
185
Nomura Asset Management
Japan
$23.3K
TC
186
Truvestments Capital
Florida
$21.1K
HBW
187
Hazlett, Burt & Watson
West Virginia
$21K +$148 +3 +0.7%
POIA
188
Pin Oak Investment Advisors
Texas
$17K
PA
189
Parallel Advisors
California
$15.1K -$99 -2 -0.7%
CFGS
190
Concourse Financial Group Securities
Alabama
$14K -$1.09K -22 -9%
Russell Investments Group
191
Russell Investments Group
United Kingdom
$13.5K -$17.2K -347 -58%
CNBTD
192
Citizens National Bank Trust Department
Mississippi
$13.2K
MA
193
Montag & Associates
Georgia
$13.1K -$9.84K -199 -45%
S
194
SignatureFD
Georgia
$13.1K +$4.75K +96 +64%
Barrow, Hanley, Mewhinney & Strauss
195
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.8K -$198 -4 -2%
GRP
196
Global Retirement Partners
California
$12.5K -$1.09K -22 -9%
LC
197
Lindbrook Capital
California
$12.4K +$10.9K +221 +1,579%
PTC
198
Private Trust Company
Ohio
$12.3K
TPCW
199
TD Private Client Wealth
New York
$11.9K
AF
200
Allworth Financial
California
$11.6K +$940 +19 +11%

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.