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Cracker Barrel

261 hedge funds and large institutions have $2.65B invested in Cracker Barrel in 2014 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 59 increasing their positions, 93 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 21

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

52% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $21.4M

36% more capital invested

Capital invested by funds: $1.95B → $2.65B (+$705M)

20% more funds holding

Funds holding: 218261 (+43)

37% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 93

Holders
261
Holders Change
+43
Holders Change %
+19.72%
% of All Funds
6.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
68
Increased
59
Reduced
93
Closed
21
Calls
$32.4M
Puts
$21.4M
Net Calls
+$11M
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$667M
Vanguard Group
2
Vanguard Group
Pennsylvania
$250M -$4.17M -34,639 -2%
BFA
3
BlackRock Fund Advisors
California
$175M +$13.2M +109,440 +10%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$137M -$5.98M -49,700 -5%
Allianz Asset Management
5
Allianz Asset Management
Germany
$103M -$32.7M -271,660 -27%
BIT
6
BlackRock Institutional Trust
California
$74.8M -$558K -4,636 -0.9%
Wells Fargo
7
Wells Fargo
California
$70.4M -$7.73M -64,290 -11%
State Street
8
State Street
Massachusetts
$66.2M -$587K -4,883 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$64.4M +$3.32M +27,628 +6%
NRECA
10
National Rural Electric Cooperative Association
Virginia
$63.3M
Invesco
11
Invesco
Georgia
$57M -$1.4M -11,625 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$53.1M -$1.33M -11,064 -3%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$42.2M +$17.4M +145,035 +94%
Northern Trust
14
Northern Trust
Illinois
$34M -$1.01M -8,379 -3%
Norges Bank
15
Norges Bank
Norway
$31.5M +$1.61M +13,398 +6%
HCM
16
Hodges Capital Management
Texas
$28.5M +$1.85M +15,381 +8%
HCM
17
Hamlin Capital Management
New York
$25.5M -$24.5M -203,785 -53%
EAM
18
Eagle Asset Management
Florida
$24.2M +$20.7M +172,050 New
SI
19
Scout Investments
Missouri
$22.5M +$11.1M +92,097 +137%
1M
20
13D Management
New York
$22M +$510K +4,238 +3%
Morgan Stanley
21
Morgan Stanley
New York
$21.3M -$3.96M -32,908 -18%
Principal Financial Group
22
Principal Financial Group
Iowa
$20.9M +$103K +856 +0.6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$20.2M +$1.94M +16,115 +13%
Bank of America
24
Bank of America
North Carolina
$19.3M +$2.35M +19,520 +17%
GKIM
25
GW&K Investment Management
Massachusetts
$18.9M +$271K +2,254 +2%

CBRL Hedge Fund Activity: Q4 2014 in Review

261 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q4 2014, worth a combined $2.65B — up 36% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new CBRL positions and 21 closed out — a net gain of 47 holders — while 59 added to existing stakes and 93 trimmed.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $20.7M. The largest seller was Allianz Asset Management, cutting an estimated $32.7M.

  • 261 institutional investors held Cracker Barrel (CBRL) as of Q4 2014, up from 218 in Q3 2014.
  • Funds reported $2.65B of Cracker Barrel stock for Q4 2014, up 36% quarter-over-quarter.
  • 68 funds opened new Cracker Barrel positions in Q4 2014 and 21 closed out, a net change of +47 holders.
  • The largest Cracker Barrel buyer in Q4 2014 was Eagle Asset Management, an estimated $20.7M added.
  • The largest Cracker Barrel seller in Q4 2014 was Allianz Asset Management, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2014.