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Cracker Barrel

317 hedge funds and large institutions have $1.55B invested in Cracker Barrel in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $184M | Put options by funds: $18.4M

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

6.2% less ownership

Funds ownership: 85.72%79.52% (-6.2%)

18% less funds holding

Funds holding: 387317 (-70)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

51% less capital invested

Capital invested by funds: $3.17B → $1.55B (-$1.61B)

61% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 109

Holders
317
Holders Change
-70
Holders Change %
-18.09%
% of All Funds
6.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
43
Increased
107
Reduced
112
Closed
109
Calls
$184M
Puts
$18.4M
Net Calls
+$166M
Net Calls Change
-$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$236M -$4.51M -32,826 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M +$9.28M +67,563 +3%
BCC
3
Biglari Capital Corp
Texas
$166M
State Street
4
State Street
Massachusetts
$67.5M +$6.34M +46,165 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.6M +$9.34M +68,031 +18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$37M +$528K +3,845 +0.9%
First Trust Advisors
7
First Trust Advisors
Illinois
$36M +$15.8M +114,911 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$35.4M +$4.83M +35,150 +9%
HCM
9
Hamlin Capital Management
New York
$32.9M +$54.2M +394,961 New
Northern Trust
10
Northern Trust
Illinois
$32.7M +$593K +4,315 +1%
Invesco
11
Invesco
Georgia
$31.1M -$5.1M -37,107 -9%
AQR Capital Management
12
AQR Capital Management
Connecticut
$29.2M +$32M +233,337 +173%
Macquarie Group
13
Macquarie Group
Australia
$26.8M -$20.3K -148 -0%
Charles Schwab
14
Charles Schwab
California
$26.5M -$5.09M -37,063 -10%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$25.8M -$11.1M -80,928 -21%
Renaissance Technologies
16
Renaissance Technologies
New York
$24.4M +$7.87M +57,332 +24%
Norges Bank
17
Norges Bank
Norway
$22.6M +$259K +1,885 +0.7%
WRF
18
Waddell & Reed Financial
Kansas
$15.3M +$3.84M +27,985 +18%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$13.7M +$17.2M +125,245 +316%
Morgan Stanley
20
Morgan Stanley
New York
$12.5M +$812K +5,912 +4%
Wells Fargo
21
Wells Fargo
California
$12M -$67.1M -488,406 -77%
WIC
22
Willis Investment Counsel
Georgia
$11.6M +$27.5K +200 +0.1%
AR
23
Advisory Research
Illinois
$11.1M +$18.4M +133,775 New
APG Asset Management
24
APG Asset Management
Netherlands
$10.8M -$23.4M -170,400 -57%
Two Sigma Investments
25
Two Sigma Investments
New York
$9.96M +$9.59M +69,791 +140%

CBRL Hedge Fund Activity: Q1 2020 in Review

317 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Cracker Barrel (CBRL) for Q1 2020, worth a combined $1.55B — down 51% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of CBRL and 43 opened new positions — a net loss of 66 holders — while 112 trimmed existing stakes and 107 added.

The largest buyer was Hamlin Capital Management, opening a new position worth an estimated $54.2M. The largest seller was Federated Hermes, cutting an estimated $75.2M.

  • 317 institutional investors held Cracker Barrel (CBRL) as of Q1 2020, down from 387 in Q4 2019.
  • Funds reported $1.55B of Cracker Barrel stock for Q1 2020, down 51% quarter-over-quarter.
  • 43 funds opened new Cracker Barrel positions in Q1 2020 and 109 closed out, a net change of -66 holders.
  • The largest Cracker Barrel buyer in Q1 2020 was Hamlin Capital Management, an estimated $54.2M added.
  • The largest Cracker Barrel seller in Q1 2020 was Federated Hermes, an estimated $75.2M sold.

Based on aggregated 13F filings for Q1 2020.