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Cracker Barrel

215 hedge funds and large institutions have $1.93B invested in Cracker Barrel in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $17.5M | Put options by funds: $7.62M

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more funds holding

Funds holding: 207215 (+8)

5% more capital invested

Capital invested by funds: $1.83B → $1.93B (+$91.2M)

24% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 82

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
215
Holders Change
+8
Holders Change %
+3.86%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
34
Increased
62
Reduced
82
Closed
26
Calls
$17.5M
Puts
$7.62M
Net Calls
+$9.83M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$472M +$76M +775,190 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M +$1.96M +19,988 +1%
Allianz Asset Management
3
Allianz Asset Management
Germany
$112M -$1.7M -17,310 -2%
BFA
4
BlackRock Fund Advisors
California
$111M -$9.03M -92,135 -8%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$106M +$13.4M +136,455 +15%
BIT
6
BlackRock Institutional Trust
California
$56.5M -$1.56M -15,958 -3%
State Street
7
State Street
Massachusetts
$48.7M -$933K -9,526 -2%
Wells Fargo
8
Wells Fargo
California
$46.9M +$9.24M +94,272 +25%
NRECA
9
National Rural Electric Cooperative Association
Virginia
$44.8M
Norges Bank
10
Norges Bank
Norway
$41.9M +$20.6M +210,232 +100%
Invesco
11
Invesco
Georgia
$40.4M +$1.95M +19,945 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$40M -$493K -5,034 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$39.6M +$2.85M +29,134 +8%
HCM
14
Hamlin Capital Management
New York
$38M +$37.4M +381,867 New
JP Morgan Chase
15
JP Morgan Chase
New York
$32.6M -$4.49M -45,851 -12%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$29.6M +$877K +8,954 +3%
Northern Trust
17
Northern Trust
Illinois
$26.7M -$2.17M -22,150 -8%
HCM
18
Hodges Capital Management
Texas
$16.6M -$94.9K -968 -0.6%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$15.9M +$11.5M +117,300 +277%
Principal Financial Group
20
Principal Financial Group
Iowa
$14.8M -$199K -2,035 -1%
WIC
21
Willis Investment Counsel
Georgia
$14.4M +$2.06M +21,000 +17%
Axa
22
Axa
France
$12.7M -$2.26M -23,100 -15%
GKIM
23
GW&K Investment Management
Massachusetts
$12.7M +$12.5M +127,838 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$12.6M -$2.79M -28,436 -18%
PCM
25
Palisade Capital Management
New Jersey
$12.3M -$48.8K -498 -0.4%

CBRL Hedge Fund Activity: Q2 2014 in Review

215 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q2 2014, worth a combined $1.93B — up 5% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CBRL positions and 26 closed out — a net gain of 8 holders — while 62 added to existing stakes and 82 trimmed.

The largest buyer was Biglari Capital Corp, adding an estimated $76M. The largest seller was OBH Inc, exiting entirely with an estimated $75.4M sold.

  • 215 institutional investors held Cracker Barrel (CBRL) as of Q2 2014, up from 207 in Q1 2014.
  • Funds reported $1.93B of Cracker Barrel stock for Q2 2014, up 5% quarter-over-quarter.
  • 34 funds opened new Cracker Barrel positions in Q2 2014 and 26 closed out, a net change of +8 holders.
  • The largest Cracker Barrel buyer in Q2 2014 was Biglari Capital Corp, an estimated $76M added.
  • The largest Cracker Barrel seller in Q2 2014 was OBH Inc, an estimated $75.4M sold.

Based on aggregated 13F filings for Q2 2014.