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Cracker Barrel

357 hedge funds and large institutions have $3.3B invested in Cracker Barrel in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $63.6M | Put options by funds: $40.3M

16% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 114

0.14% more ownership

Funds ownership: 88.09%88.23% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

1% less funds holding

Funds holding: 360357 (-3)

2% less capital invested

Capital invested by funds: $3.35B → $3.3B (-$55.4M)

Holders
357
Holders Change
-3
Holders Change %
-0.83%
% of All Funds
8.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
132
Reduced
114
Closed
35
Calls
$63.6M
Puts
$40.3M
Net Calls
+$23.3M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$740M
BlackRock
2
BlackRock
New York
$393M +$20.6M +127,574 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$347M +$10.9M +67,552 +3%
Ameriprise
4
Ameriprise
Minnesota
$130M -$4.97M -30,806 -4%
State Street
5
State Street
Massachusetts
$114M -$137K -848 -0.1%
Wells Fargo
6
Wells Fargo
California
$99.4M -$3.09M -19,114 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$97.2M -$3.23M -19,978 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$70.6M +$568K +3,516 +0.8%
HA
9
Homestead Advisers
Virginia
$70.2M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$65M +$93.6K +580 +0.1%
Northern Trust
11
Northern Trust
Illinois
$58.8M +$736K +4,560 +1%
AQR Capital Management
12
AQR Capital Management
Connecticut
$50.9M -$1.59M -9,878 -3%
Morgan Stanley
13
Morgan Stanley
New York
$49.9M +$12M +74,028 +30%
APG Asset Management
14
APG Asset Management
Netherlands
$45.1M +$6.44M +39,900 +13%
Charles Schwab
15
Charles Schwab
California
$42.7M +$2.81M +17,412 +7%
Marshall Wace
16
Marshall Wace
United Kingdom
$40.4M +$41.4M +256,169 +10,674%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$40.2M +$4.75M +29,427 +13%
Bessemer Group
18
Bessemer Group
New Jersey
$37.2M -$80.6K -499 -0.2%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$30.9M -$5.44M -33,700 -15%
Norges Bank
20
Norges Bank
Norway
$29.8M +$1.39M +8,607 +5%
First Trust Advisors
21
First Trust Advisors
Illinois
$26.3M -$7.13M -44,157 -21%
SI
22
Scout Investments
Missouri
$23.1M +$205K +1,268 +0.9%
CIC
23
Crawford Investment Counsel
Georgia
$23M +$225K +1,395 +1%
Goldman Sachs
24
Goldman Sachs
New York
$20.6M +$2.46M +15,246 +13%
SG Americas Securities
25
SG Americas Securities
New York
$18.3M +$9.86M +61,096 +109%

CBRL Hedge Fund Activity: Q2 2018 in Review

357 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q2 2018, worth a combined $3.3B — down 1.7% from $3.35B a quarter earlier.

Fund positioning in CBRL was balanced in Q2 2018: 35 funds opened new positions, 35 closed out, 132 added to existing stakes and 114 trimmed.

The largest buyer was Marshall Wace, adding an estimated $41.4M. The largest seller was GW&K Investment Management, exiting entirely with an estimated $25.2M sold.

  • 357 institutional investors held Cracker Barrel (CBRL) as of Q2 2018, down from 360 in Q1 2018.
  • Funds reported $3.3B of Cracker Barrel stock for Q2 2018, down 1.7% quarter-over-quarter.
  • 35 funds opened new Cracker Barrel positions in Q2 2018 and 35 closed out, a net change of 0 holders.
  • The largest Cracker Barrel buyer in Q2 2018 was Marshall Wace, an estimated $41.4M added.
  • The largest Cracker Barrel seller in Q2 2018 was GW&K Investment Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2018.