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FRG

Franchise Group, Inc.

Delisted

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

112 hedge funds and large institutions have $584M invested in Franchise Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

10% more funds holding

Funds holding: 102112 (+10)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less capital invested

Capital invested by funds: $661M → $584M (-$77.1M)

49% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $2.44M

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
55
Reduced
23
Closed
13
Calls
$1.23M
Puts
$2.44M
Net Calls
-$1.21M
Net Calls Change
-$978K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$78.2M +$8.9M +241,948 +12%
HRCM
2
Hood River Capital Management
Florida
$59.1M +$2.34M +63,482 +4%
BRF
3
B. Riley Financial
California
$56.9M -$75.2M -2,044,508 -56%
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.9M -$6.55M -178,188 -11%
Wells Fargo
5
Wells Fargo
California
$35.3M +$2.96M +80,526 +9%
CC
6
Cannell Capital
Wyoming
$28.7M -$1.28M -34,716 -4%
OAM
7
Ophir Asset Management
Australia
$25.6M -$2.71M -73,767 -9%
AFG
8
American Financial Group
Ohio
$24.2M
State Street
9
State Street
Massachusetts
$23M +$8.25M +224,180 +53%
PAIM
10
Punch & Associates Investment Management
Minnesota
$22M +$2.85M +77,514 +14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.6M +$2.34M +63,704 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$11.6M +$142K +3,856 +1%
CPA
13
Cowen Prime Advisors
New York
$11M +$1.59M +43,250 +16%
Northern Trust
14
Northern Trust
Illinois
$9.71M +$1.48M +40,279 +17%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$6.82M +$1.31M +35,631 +23%
Charles Schwab
16
Charles Schwab
California
$6.65M +$593K +16,128 +9%
PCM
17
Portolan Capital Management
Massachusetts
$6.06M +$6.32M +171,855 New
N
18
Nuveen
North Carolina
$5.96M +$2.01M +54,726 +48%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.84M +$6.09M +165,541 New
Russell Investments Group
20
Russell Investments Group
United Kingdom
$5.82M -$3.13M -85,154 -34%
Morgan Stanley
21
Morgan Stanley
New York
$5.75M +$4.17M +113,230 +227%
KLC
22
Kent Lake Capital
Nevada
$5.64M +$736K +20,000 +14%
Goldman Sachs
23
Goldman Sachs
New York
$5.07M +$4.56M +124,057 +635%
AA
24
Ancora Advisors
Ohio
$4.71M -$292K -7,950 -6%
AIC
25
AWM Investment Company
New York
$4.65M

FRG Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franchise Group, Inc. (FRG) for Q2 2021, worth a combined $584M — down 12% from $661M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FRG positions and 13 closed out — a net gain of 10 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $8.9M. The largest seller was B. Riley Financial, cutting an estimated $75.2M.

  • 112 institutional investors held Franchise Group, Inc. (FRG) as of Q2 2021, up from 102 in Q1 2021.
  • Funds reported $584M of Franchise Group, Inc. stock for Q2 2021, down 12% quarter-over-quarter.
  • 23 funds opened new Franchise Group, Inc. positions in Q2 2021 and 13 closed out, a net change of +10 holders.
  • The largest Franchise Group, Inc. buyer in Q2 2021 was BlackRock, an estimated $8.9M added.
  • The largest Franchise Group, Inc. seller in Q2 2021 was B. Riley Financial, an estimated $75.2M sold.

Based on aggregated 13F filings for Q2 2021.