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Cracker Barrel

292 hedge funds and large institutions have $2.74B invested in Cracker Barrel in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $27.7M

35% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 88

6% less funds holding

Funds holding: 310292 (-18)

14% less capital invested

Capital invested by funds: $3.2B → $2.74B (-$458M)

29% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 56

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
292
Holders Change
-18
Holders Change %
-5.81%
% of All Funds
7.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
40
Increased
119
Reduced
88
Closed
56
Calls
$37.7M
Puts
$27.7M
Net Calls
+$9.96M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$601M
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M +$30.7M +227,576 +11%
BFA
3
BlackRock Fund Advisors
California
$136M +$2.3M +17,043 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$98.3M -$7.23M -53,580 -6%
BIT
5
BlackRock Institutional Trust
California
$90.2M +$11.9M +88,401 +14%
State Street
6
State Street
Massachusetts
$90.1M +$1.3M +9,613 +1%
Wells Fargo
7
Wells Fargo
California
$67.4M -$1.52M -11,251 -2%
Victory Capital Management
8
Victory Capital Management
Texas
$66.9M +$19.6K +145 +0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$61.6M +$5.6M +41,526 +9%
NRECA
10
National Rural Electric Cooperative Association
Virginia
$57M
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$52.8M -$625K -4,637 -1%
Ameriprise
12
Ameriprise
Minnesota
$52.5M +$38.9M +288,347 +223%
Northern Trust
13
Northern Trust
Illinois
$51.4M -$137K -1,014 -0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$48.7M -$374K -2,770 -0.7%
EAM
15
Eagle Asset Management
Florida
$41.4M -$3.18M -23,611 -7%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$41.2M -$1.12M -8,277 -2%
Invesco
17
Invesco
Georgia
$41M +$950K +7,048 +2%
American Century Companies
18
American Century Companies
Missouri
$39.3M -$2.2M -16,334 -5%
Morgan Stanley
19
Morgan Stanley
New York
$36.2M +$11.4M +84,354 +42%
Federated Hermes
20
Federated Hermes
Pennsylvania
$34.5M +$4.54M +33,647 +14%
HCM
21
Hodges Capital Management
Texas
$29.9M +$194K +1,438 +0.6%
AQR Capital Management
22
AQR Capital Management
Connecticut
$28.4M +$26M +192,886 +620%
Goldman Sachs
23
Goldman Sachs
New York
$26.1M +$1.03M +7,646 +4%
Allianz Asset Management
24
Allianz Asset Management
Germany
$25M +$18.8M +139,276 +241%
Norges Bank
25
Norges Bank
Norway
$23.9M

CBRL Hedge Fund Activity: Q4 2015 in Review

292 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q4 2015, worth a combined $2.74B — down 14% from $3.2B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of CBRL and 40 opened new positions — a net loss of 16 holders — while 88 trimmed existing stakes and 119 added.

The largest buyer was Ameriprise, adding an estimated $38.9M. The largest seller was Acadian Asset Management, cutting an estimated $35.2M.

  • 292 institutional investors held Cracker Barrel (CBRL) as of Q4 2015, down from 310 in Q3 2015.
  • Funds reported $2.74B of Cracker Barrel stock for Q4 2015, down 14% quarter-over-quarter.
  • 40 funds opened new Cracker Barrel positions in Q4 2015 and 56 closed out, a net change of -16 holders.
  • The largest Cracker Barrel buyer in Q4 2015 was Ameriprise, an estimated $38.9M added.
  • The largest Cracker Barrel seller in Q4 2015 was Acadian Asset Management, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2015.