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FRG

Franchise Group, Inc.

Delisted

FRG was delisted on the 18th of August, 2023.

160 hedge funds and large institutions have $687M invested in Franchise Group, Inc. in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 28 increasing their positions, 56 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,760% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $942K

79% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 33

37% more capital invested

Capital invested by funds: $502M → $687M (+$185M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more funds holding

Funds holding: 134160 (+26)

50% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 56

Holders
160
Holders Change
+26
Holders Change %
+19.4%
% of All Funds
2.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
59
Increased
28
Reduced
56
Closed
33
Calls
$26.9M
Puts
$942K
Net Calls
+$26M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$6.88M +$6.89M +240,394 New
Charles Schwab
27
Charles Schwab
California
$6.58M +$257K +8,963 +4%
Northern Trust
28
Northern Trust
Illinois
$6.3M -$631K -22,030 -9%
AllianceBernstein
29
AllianceBernstein
Tennessee
$4.5M +$3.65M +127,249 +424%
MAM
30
Miria Asset Management
Malta
$3.61M +$3.61M +126,000 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.56M -$264K -9,210 -7%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.52M -$844K -29,466 -19%
GF
33
Gabelli Funds
New York
$3.47M +$3.48M +121,313 New
AIC
34
AWM Investment Company
New York
$3.37M
EFI
35
EHP Funds Inc
Canada
$3.15M +$3.15M +110,000 New
N
36
Nuveen
North Carolina
$2.69M -$269K -9,386 -9%
Citadel Advisors
37
Citadel Advisors
Florida
$2.58M -$3.65M -127,550 -59%
Skandinaviska Enskilda Banken (SEB)
38
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.57M +$2.58M +89,887 New
KC
39
Kellner Capital
New York
$2.54M +$2.54M +88,800 New
GCIA
40
Gabelli & Co Investment Advisers
New York
$2.47M +$2.47M +86,200 New
PM
41
Precept Management
Texas
$2.46M +$2.87M +100,000 New
NYLIM
42
New York Life Investment Management
New York
$2.26M +$2.26M +78,886 New
CG
43
Carmignac Gestion
France
$2.18M +$2.18M +76,028 New
AGM
44
Alpine Global Management
New York
$2.15M +$2.15M +75,000 New
FIA
45
FNY Investment Advisers
New York
$2.15M +$2.15M +75,000 New
LP
46
LMR Partners
United Kingdom
$2.15M +$2.15M +75,000 New
Bank of America
47
Bank of America
North Carolina
$1.99M +$645K +22,512 +48%
TC
48
Truvestments Capital
Florida
$1.95M -$142K -4,973 -7%
WAM
49
Wolverine Asset Management
Illinois
$1.95M +$1.95M +68,163 New
Invesco
50
Invesco
Georgia
$1.89M -$73.8K -2,576 -4%

FRG Hedge Fund Activity: Q2 2023 in Review

160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franchise Group, Inc. (FRG) for Q2 2023, worth a combined $687M — up 37% from $502M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FRG positions and 33 closed out — a net gain of 26 holders — while 28 added to existing stakes and 56 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $51.6M. The largest seller was Fidelity Investments, cutting an estimated $71.1M.

  • 160 institutional investors held Franchise Group, Inc. (FRG) as of Q2 2023, up from 134 in Q1 2023.
  • Funds reported $687M of Franchise Group, Inc. stock for Q2 2023, up 37% quarter-over-quarter.
  • 59 funds opened new Franchise Group, Inc. positions in Q2 2023 and 33 closed out, a net change of +26 holders.
  • The largest Franchise Group, Inc. buyer in Q2 2023 was Pentwater Capital Management, an estimated $51.6M added.
  • The largest Franchise Group, Inc. seller in Q2 2023 was Fidelity Investments, an estimated $71.1M sold.

Based on aggregated 13F filings for Q2 2023.