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FRG

Franchise Group, Inc.

Delisted

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

102 hedge funds and large institutions have $661M invested in Franchise Group, Inc. in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

19% more funds holding

Funds holding: 86102 (+16)

16% more capital invested

Capital invested by funds: $570M → $661M (+$91.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

18% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.28M

Holders
102
Holders Change
+16
Holders Change %
+18.6%
% of All Funds
1.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
44
Reduced
21
Closed
8
Calls
$1.05M
Puts
$1.28M
Net Calls
-$227K
Net Calls Change
-$449K
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$132M -$31.5M -889,359 -20%
BlackRock
2
BlackRock
New York
$71.3M +$12.4M +350,656 +22%
HRCM
3
Hood River Capital Management
Florida
$58.2M +$7.72M +217,853 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.5M +$726K +20,490 +1%
Wells Fargo
5
Wells Fargo
California
$33.3M +$202K +5,711 +0.6%
CC
6
Cannell Capital
Wyoming
$30.6M +$5.45M +153,771 +22%
KACA
7
Kayne Anderson Capital Advisors
California
$29.4M -$15.4M -434,868 -35%
OAM
8
Ophir Asset Management
Australia
$28.2M +$3.89M +109,964 +16%
AFG
9
American Financial Group
Ohio
$24.8M -$24.3M -686,114 -50%
PAIM
10
Punch & Associates Investment Management
Minnesota
$19.8M +$6.44M +181,907 +50%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$15.7M +$1.63M +46,005 +12%
State Street
12
State Street
Massachusetts
$15.4M +$1.76M +49,762 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.7M +$596K +16,830 +5%
CPA
14
Cowen Prime Advisors
New York
$9.68M +$332K +9,370 +4%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$9.03M +$1.73M +48,863 +24%
Northern Trust
16
Northern Trust
Illinois
$8.49M -$496K -14,010 -6%
Charles Schwab
17
Charles Schwab
California
$6.23M +$174K +4,912 +3%
BPIM
18
Brant Point Investment Management
New York
$5.84M +$5.73M +161,663 New
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$5.69M +$588K +16,599 +12%
AA
20
Ancora Advisors
Ohio
$5.11M +$1.55M +43,726 +45%
KLC
21
Kent Lake Capital
Nevada
$5.05M
AIC
22
AWM Investment Company
New York
$4.76M
KC
23
Kepos Capital
New York
$4.33M -$6.37M -180,000 -60%
N
24
Nuveen
North Carolina
$4.12M +$551K +15,544 +16%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$4.03M -$668K -18,850 -14%

FRG Hedge Fund Activity: Q1 2021 in Review

102 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franchise Group, Inc. (FRG) for Q1 2021, worth a combined $661M — up 16% from $570M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FRG positions and 8 closed out — a net gain of 16 holders — while 44 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $12.4M. The largest seller was B. Riley Financial, cutting an estimated $31.5M.

  • 102 institutional investors held Franchise Group, Inc. (FRG) as of Q1 2021, up from 86 in Q4 2020.
  • Funds reported $661M of Franchise Group, Inc. stock for Q1 2021, up 16% quarter-over-quarter.
  • 24 funds opened new Franchise Group, Inc. positions in Q1 2021 and 8 closed out, a net change of +16 holders.
  • The largest Franchise Group, Inc. buyer in Q1 2021 was BlackRock, an estimated $12.4M added.
  • The largest Franchise Group, Inc. seller in Q1 2021 was B. Riley Financial, an estimated $31.5M sold.

Based on aggregated 13F filings for Q1 2021.