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FRG

Franchise Group, Inc.

Delisted

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

146 hedge funds and large institutions have $500M invested in Franchise Group, Inc. in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 42

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

3% less funds holding

Funds holding: 150146 (-4)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

35% less capital invested

Capital invested by funds: $770M → $500M (-$270M)

60% less call options, than puts

Call options by funds: $4.41M | Put options by funds: $11.1M

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
28
Increased
57
Reduced
42
Closed
30
Calls
$4.41M
Puts
$11.1M
Net Calls
-$6.69M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.6M -$647K -19,707 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.1M +$25.6M +778,526 +75%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.6M +$908K +27,663 +2%
RA
4
Royce & Associates
New York
$24.9M -$463K -14,108 -1%
CC
5
Cannell Capital
Wyoming
$24M +$4.25M +129,517 +15%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$22.1M -$7.05M -214,658 -19%
EPM
7
Equitec Proprietary Markets
Illinois
$21.7M +$4.75M +144,644 +19%
SAM
8
Silvercrest Asset Management
New York
$20.7M -$3.13M -95,490 -10%
PAIM
9
Punch & Associates Investment Management
Minnesota
$20.6M -$125K -3,819 -0.4%
AFG
10
American Financial Group
Ohio
$16.7M
State Street
11
State Street
Massachusetts
$15.9M -$399K -12,160 -2%
Goldman Sachs
12
Goldman Sachs
New York
$14.1M +$2.47M +75,165 +15%
CM
13
Capital Management
Virginia
$13.6M +$18.3M +557,976 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.5M +$7.61M +231,772 +82%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.5M +$473K +14,408 +3%
CPA
16
Cowen Prime Advisors
New York
$9.37M +$182K +5,550 +1%
Victory Capital Management
17
Victory Capital Management
Texas
$9.36M -$138K -4,203 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.15M +$417K +12,692 +5%
Morgan Stanley
19
Morgan Stanley
New York
$6.84M +$2.18M +66,462 +31%
Citadel Advisors
20
Citadel Advisors
Florida
$6.54M +$4.84M +147,360 +121%
LGF
21
LGT Group Foundation
Liechtenstein
$6.43M +$975K +29,692 +13%
Northern Trust
22
Northern Trust
Illinois
$6.15M -$182K -5,550 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$5.96M +$4.49M +136,893 +126%
BRF
24
B. Riley Financial
California
$5.55M -$8.91M -271,451 -54%
Charles Schwab
25
Charles Schwab
California
$4.93M +$330K +10,047 +5%

FRG Hedge Fund Activity: Q3 2022 in Review

146 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franchise Group, Inc. (FRG) for Q3 2022, worth a combined $500M — down 35% from $770M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FRG and 28 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 57 added.

The largest buyer was Fidelity Investments, adding an estimated $25.6M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $44.6M sold.

  • 146 institutional investors held Franchise Group, Inc. (FRG) as of Q3 2022, down from 150 in Q2 2022.
  • Funds reported $500M of Franchise Group, Inc. stock for Q3 2022, down 35% quarter-over-quarter.
  • 28 funds opened new Franchise Group, Inc. positions in Q3 2022 and 30 closed out, a net change of -2 holders.
  • The largest Franchise Group, Inc. buyer in Q3 2022 was Fidelity Investments, an estimated $25.6M added.
  • The largest Franchise Group, Inc. seller in Q3 2022 was Hood River Capital Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2022.