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Cracker Barrel

331 hedge funds and large institutions have $3.6B invested in Cracker Barrel in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 116 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

79% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 28

13% more capital invested

Capital invested by funds: $3.18B → $3.6B (+$425M)

10% more call options, than puts

Call options by funds: $35.5M | Put options by funds: $32.3M

6% more funds holding

Funds holding: 311331 (+20)

0% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 116

Holders
331
Holders Change
+20
Holders Change %
+6.43%
% of All Funds
8.83%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
50
Increased
116
Reduced
116
Closed
28
Calls
$35.5M
Puts
$32.3M
Net Calls
+$3.23M
Net Calls Change
+$5.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$812M
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M -$830K -5,318 -0.3%
BFA
3
BlackRock Fund Advisors
California
$191M +$9.05M +57,987 +5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$127M -$2.99M -19,159 -3%
State Street
5
State Street
Massachusetts
$123M +$478K +3,062 +0.4%
BIT
6
BlackRock Institutional Trust
California
$112M -$5.24M -33,599 -5%
Ameriprise
7
Ameriprise
Minnesota
$103M +$10.4M +66,896 +13%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$83.5M -$606K -3,885 -0.8%
Victory Capital Management
9
Victory Capital Management
Texas
$80.6M -$9.9M -63,455 -12%
HA
10
Homestead Advisers
Virginia
$77.1M
Northern Trust
11
Northern Trust
Illinois
$67M -$3.27M -20,921 -5%
Wells Fargo
12
Wells Fargo
California
$63.5M +$3.04M +19,478 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$62.8M +$12.8M +81,955 +29%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$57.9M -$930K -5,961 -2%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$56.8M +$1M +6,439 +2%
EAM
16
Eagle Asset Management
Florida
$50.9M -$6.99M -44,763 -13%
Federated Hermes
17
Federated Hermes
Pennsylvania
$45.4M -$889K -5,694 -2%
Invesco
18
Invesco
Georgia
$43.6M +$11.8M +75,467 +42%
AQR Capital Management
19
AQR Capital Management
Connecticut
$40.2M -$1.46M -9,340 -4%
HCM
20
Hodges Capital Management
Texas
$39.6M -$802K -5,141 -2%
Allianz Asset Management
21
Allianz Asset Management
Germany
$39.5M +$4.66M +29,859 +15%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$38.4M -$24.9M -159,283 -42%
Bank of America
23
Bank of America
North Carolina
$33.1M +$6.9M +44,196 +30%
DK
24
Darrell & King
Virginia
$31.1M -$226K -1,447 -0.8%
Norges Bank
25
Norges Bank
Norway
$30.1M +$1.34M +8,600 +5%

CBRL Hedge Fund Activity: Q2 2016 in Review

331 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q2 2016, worth a combined $3.6B — up 13% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CBRL positions and 28 closed out — a net gain of 22 holders — while 116 added to existing stakes and 116 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $15.8M. The largest seller was Epoch Investment Partners, cutting an estimated $30.7M.

  • 331 institutional investors held Cracker Barrel (CBRL) as of Q2 2016, up from 311 in Q1 2016.
  • Funds reported $3.6B of Cracker Barrel stock for Q2 2016, up 13% quarter-over-quarter.
  • 50 funds opened new Cracker Barrel positions in Q2 2016 and 28 closed out, a net change of +22 holders.
  • The largest Cracker Barrel buyer in Q2 2016 was Fiera Capital (Canada), an estimated $15.8M added.
  • The largest Cracker Barrel seller in Q2 2016 was Epoch Investment Partners, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2016.