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Cracker Barrel

346 hedge funds and large institutions have $3.14B invested in Cracker Barrel in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 131 increasing their positions, 111 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $61.5M | Put options by funds: $51.1M

18% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 111

0.15% more ownership

Funds ownership: 88.23%88.39% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $3.3B → $3.14B (-$161M)

3% less funds holding

Funds holding: 357346 (-11)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

Holders
346
Holders Change
-11
Holders Change %
-3.08%
% of All Funds
7.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
131
Reduced
111
Closed
47
Calls
$61.5M
Puts
$51.1M
Net Calls
+$10.4M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Biglari Capital Corp
Texas
$697M
BlackRock
2
BlackRock
New York
$375M +$5.53M +36,891 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$326M -$496K -3,308 -0.1%
Ameriprise
4
Ameriprise
Minnesota
$151M -$2.82M -18,808 -2%
State Street
5
State Street
Massachusetts
$110M +$1.88M +12,549 +2%
Wells Fargo
6
Wells Fargo
California
$98M +$4.49M +30,000 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$66.8M +$273K +1,824 +0.4%
HA
8
Homestead Advisers
Virginia
$66.2M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$62.9M +$1.8M +12,007 +3%
Marshall Wace
10
Marshall Wace
United Kingdom
$60.8M +$23.2M +154,535 +60%
AQR Capital Management
11
AQR Capital Management
Connecticut
$54.7M +$7.44M +49,675 +15%
Northern Trust
12
Northern Trust
Illinois
$50.8M -$4.67M -31,157 -8%
American Century Companies
13
American Century Companies
Missouri
$48.4M +$49.3M +328,869 New
Neuberger Berman Group
14
Neuberger Berman Group
New York
$46.7M -$45.6M -304,539 -49%
APG Asset Management
15
APG Asset Management
Netherlands
$44.9M +$2.59M +17,300 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$43M +$5.21M +34,779 +14%
Charles Schwab
17
Charles Schwab
California
$42.7M +$2.5M +16,669 +6%
Bessemer Group
18
Bessemer Group
New Jersey
$35.2M +$189K +1,262 +0.5%
Morgan Stanley
19
Morgan Stanley
New York
$32.6M -$14.7M -98,244 -31%
First Trust Advisors
20
First Trust Advisors
Illinois
$29.4M +$4.74M +31,613 +19%
Norges Bank
21
Norges Bank
Norway
$28M
Goldman Sachs
22
Goldman Sachs
New York
$24.1M +$4.83M +32,211 +24%
CIC
23
Crawford Investment Counsel
Georgia
$21.8M +$209K +1,395 +0.9%
WIC
24
Willis Investment Counsel
Georgia
$21.5M +$6.5M +43,400 +42%
SI
25
Scout Investments
Missouri
$20.4M -$1.4M -9,315 -6%

CBRL Hedge Fund Activity: Q3 2018 in Review

346 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q3 2018, worth a combined $3.14B — down 4.9% from $3.3B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CBRL and 40 opened new positions — a net loss of 7 holders — while 111 trimmed existing stakes and 131 added.

The largest buyer was American Century Companies, opening a new position worth an estimated $49.3M. The largest seller was Neuberger Berman Group, cutting an estimated $45.6M.

  • 346 institutional investors held Cracker Barrel (CBRL) as of Q3 2018, down from 357 in Q2 2018.
  • Funds reported $3.14B of Cracker Barrel stock for Q3 2018, down 4.9% quarter-over-quarter.
  • 40 funds opened new Cracker Barrel positions in Q3 2018 and 47 closed out, a net change of -7 holders.
  • The largest Cracker Barrel buyer in Q3 2018 was American Century Companies, an estimated $49.3M added.
  • The largest Cracker Barrel seller in Q3 2018 was Neuberger Berman Group, an estimated $45.6M sold.

Based on aggregated 13F filings for Q3 2018.