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Cracker Barrel

301 hedge funds and large institutions have $3.03B invested in Cracker Barrel in 2015 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 122 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 25

97% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 62

15% more funds holding

Funds holding: 261301 (+40)

14% more capital invested

Capital invested by funds: $2.65B → $3.03B (+$377M)

12% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $29.1M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
301
Holders Change
+40
Holders Change %
+15.33%
% of All Funds
8.02%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
70
Increased
122
Reduced
62
Closed
25
Calls
$25.5M
Puts
$29.1M
Net Calls
-$3.59M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$721M
Vanguard Group
2
Vanguard Group
Pennsylvania
$284M +$12.5M +88,206 +5%
BFA
3
BlackRock Fund Advisors
California
$205M +$14.3M +101,002 +8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$137M -$10.1M -71,184 -7%
BIT
5
BlackRock Institutional Trust
California
$83.1M +$2.16M +15,306 +3%
State Street
6
State Street
Massachusetts
$72.6M +$998K +7,064 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$70.5M +$814K +5,763 +1%
NRECA
8
National Rural Electric Cooperative Association
Virginia
$68.4M
Wells Fargo
9
Wells Fargo
California
$68.3M -$7.2M -50,972 -10%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$54.3M +$35.3M +250,077 +234%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$53.6M +$7.71M +54,565 +18%
Invesco
12
Invesco
Georgia
$52.6M -$8.32M -58,896 -15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$44.5M -$12M -84,941 -23%
Northern Trust
14
Northern Trust
Illinois
$44.1M +$6.78M +48,015 +20%
Two Sigma Investments
15
Two Sigma Investments
New York
$40.3M +$34.9M +246,986 +1,373%
Norges Bank
16
Norges Bank
Norway
$35.7M +$1.53M +10,801 +5%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$35.6M +$29.2M +207,000 +773%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$32.1M +$29.7M +210,074 +25,494%
Morgan Stanley
19
Morgan Stanley
New York
$30M +$6.56M +46,436 +31%
EAM
20
Eagle Asset Management
Florida
$28.4M +$2.02M +14,330 +8%
Prudential Financial
21
Prudential Financial
New Jersey
$27.5M +$14.3M +101,260 +127%
NI
22
Numeric Investors
Massachusetts
$27.2M +$25.3M +179,059 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$27M +$4.77M +33,780 +24%
HCM
24
Hodges Capital Management
Texas
$26M -$4.5M -31,855 -16%
SI
25
Scout Investments
Missouri
$25.6M +$1.19M +8,450 +5%

CBRL Hedge Fund Activity: Q1 2015 in Review

301 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q1 2015, worth a combined $3.03B — up 14% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CBRL positions and 25 closed out — a net gain of 45 holders — while 122 added to existing stakes and 62 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $35.3M. The largest seller was Allianz Asset Management, cutting an estimated $92.8M.

  • 301 institutional investors held Cracker Barrel (CBRL) as of Q1 2015, up from 261 in Q4 2014.
  • Funds reported $3.03B of Cracker Barrel stock for Q1 2015, up 14% quarter-over-quarter.
  • 70 funds opened new Cracker Barrel positions in Q1 2015 and 25 closed out, a net change of +45 holders.
  • The largest Cracker Barrel buyer in Q1 2015 was Acadian Asset Management, an estimated $35.3M added.
  • The largest Cracker Barrel seller in Q1 2015 was Allianz Asset Management, an estimated $92.8M sold.

Based on aggregated 13F filings for Q1 2015.