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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
OP
201
ORG Partners
Indiana
$10.6K +$9.89K +200 New
IA
202
IFP Advisors
Florida
$9.95K -$1.93K -39 -17%
C
203
Covestor
United Kingdom
$9K -$4.01K -81 -31%
SIS
204
Sound Income Strategies
Florida
$8.46K -$99 -2 -1%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$8.35K
HCA
206
Harbor Capital Advisors
Illinois
$8K +$1.98K +40 +38%
NA
207
NewEdge Advisors
Louisiana
$7.78K -$4.11K -83 -36%
EWA
208
EverSource Wealth Advisors
Alabama
$7.16K -$5.79K -117 -46%
VWM
209
Venturi Wealth Management
Texas
$7.08K -$693 -14 -9%
CTC
210
Central Trust Company
Missouri
$6.93K
MCM
211
MAI Capital Management
Ohio
$6.77K +$6.33K +128 New
CWM
212
CarsonAllaria Wealth Management
Illinois
$6.42K +$49 +1 +0.8%
BWL
213
Bogart Wealth LLC
Virginia
$5.29K
CJ
214
Caitlin John
Michigan
$5.29K
FHA
215
First Horizon Advisors
Tennessee
$5.29K
TF
216
Tompkins Financial
New York
$5.18K
AWM
217
Accredited Wealth Management
Kentucky
$4.97K +$4.65K +94 New
HI
218
Horizon Investments
North Carolina
$4.89K +$49 +1 +1%
AssetMark Inc
219
AssetMark Inc
California
$4.76K +$3.31K +67 +291%
UB
220
UMB Bank
Missouri
$4.39K -$2.97K -60 -42%
HNB
221
Huntington National Bank
Ohio
$3.77K -$24.2K -490 -87%
RCM
222
Raleigh Capital Management
North Carolina
$3.19K
Bessemer Group
223
Bessemer Group
New Jersey
$3K
VCM
224
Versant Capital Management
Arizona
$2.8K +$890 +18 +51%
CFB
225
Cullen/Frost Bankers
Texas
$2.8K +$2.62K +53 New

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.