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FRG

Franchise Group, Inc.

Delisted

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

137 hedge funds and large institutions have $959M invested in Franchise Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

51% more capital invested

Capital invested by funds: $636M → $959M (+$324M)

23% more funds holding

Funds holding: 111137 (+26)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

63% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $7.51M

Holders
137
Holders Change
+26
Holders Change %
+23.42%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
40
Increased
34
Reduced
43
Closed
14
Calls
$2.74M
Puts
$7.51M
Net Calls
-$4.77M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M -$2.29M -50,849 -2%
HRCM
2
Hood River Capital Management
Florida
$83.7M -$870K -19,350 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71.5M +$63.9K +1,420 +0.1%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$53.3M +$45.9M +1,021,670 New
OAM
5
Ophir Asset Management
Australia
$51.3M +$5.84M +129,788 +15%
PAIM
6
Punch & Associates Investment Management
Minnesota
$44.1M +$541K +12,022 +1%
Select Equity Group
7
Select Equity Group
New York
$40.2M +$9.31M +207,094 +37%
BRF
8
B. Riley Financial
California
$39.5M -$29.7M -661,519 -47%
AFG
9
American Financial Group
Ohio
$35.8M
RA
10
Royce & Associates
New York
$35.7M +$3.34M +74,245 +12%
CC
11
Cannell Capital
Wyoming
$32M -$2.04M -45,355 -7%
State Street
12
State Street
Massachusetts
$31.9M -$365K -8,125 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$26.3M -$210K -4,675 -0.9%
CPA
14
Cowen Prime Advisors
New York
$19M -$297K -6,600 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$15.6M -$1.45M -32,344 -10%
KLC
16
Kent Lake Capital
Nevada
$14.1M +$2.47M +55,000 +26%
Northern Trust
17
Northern Trust
Illinois
$13.9M -$116K -2,580 -1%
CM
18
Capital Management
Virginia
$11.9M +$3.2M +71,102 +45%
Charles Schwab
19
Charles Schwab
California
$10.1M +$138K +3,066 +2%
Victory Capital Management
20
Victory Capital Management
Texas
$9.75M +$1.21M +26,797 +17%
Citadel Advisors
21
Citadel Advisors
Florida
$9.52M +$3.26M +72,422 +66%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$9.4M +$3.09M +68,775 +62%
AAM
23
Advisors Asset Management
Colorado
$9.17M +$1.06M +23,564 +15%
Two Sigma Investments
24
Two Sigma Investments
New York
$7.4M -$2.9M -64,390 -31%
AIC
25
AWM Investment Company
New York
$6.88M

FRG Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franchise Group, Inc. (FRG) for Q4 2021, worth a combined $959M — up 51% from $636M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FRG positions and 14 closed out — a net gain of 26 holders — while 34 added to existing stakes and 43 trimmed.

The largest buyer was Select Equity Group, adding an estimated $9.31M. The largest seller was Wells Fargo, cutting an estimated $44.5M.

  • 137 institutional investors held Franchise Group, Inc. (FRG) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $959M of Franchise Group, Inc. stock for Q4 2021, up 51% quarter-over-quarter.
  • 40 funds opened new Franchise Group, Inc. positions in Q4 2021 and 14 closed out, a net change of +26 holders.
  • The largest Franchise Group, Inc. buyer in Q4 2021 was Select Equity Group, an estimated $9.31M added.
  • The largest Franchise Group, Inc. seller in Q4 2021 was Wells Fargo, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2021.