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Noodles & Co
NDLS

92 hedge funds and large institutions have $741M invested in Noodles & Co in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

46% more capital invested

Capital invested by funds: $507M → $741M (+$234M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

14% more funds holding

Funds holding: 81 → 92 (+11)

2% less call options, than puts

Call options by funds: $3.77M | Put options by funds: $3.85M

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
27
Increased
29
Reduced
23
Closed
15
Calls
$3.77M
Puts
$3.85M
Net Calls
-$72K
Net Calls Change
+$4.05M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$28.5M
2
FCM
Frontier Capital Management
Massachusetts
+$22.1M
3
RP
Riverbridge Partners
Minnesota
+$10.4M
4
Ameriprise
Ameriprise
Minnesota
+$8.38M
5
TCG
Tremblant Capital Group
Florida
+$8.19M

Top Sellers

1
CMC
Catterton Management Company
Connecticut
-$35.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$8.64M
4
CAM
Cortina Asset Management
Wisconsin
-$3.56M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$3.07M – – –
Neuberger Berman Group
27
Neuberger Berman Group
New York
$2.85M +$2.51M +13,513 New
GIP
28
Granite Investment Partners
California
$2.62M +$396K +2,127 +21%
Credit Agricole
29
Credit Agricole
France
$2.53M -$1.07M -5,767 -32%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.86M +$46.3K +249 +3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.84M +$453K +2,433 +39%
Deutsche Bank
32
Deutsche Bank
Germany
$1.82M +$1.22M +6,582 +317%
VFA
33
Virtus Fund Advisers
Connecticut
$1.77M +$7.63K +41 +0.5%
FWCM
34
First Western Capital Management
California
$1.53M +$46.5K +250 +4%
BRA
35
Bender Robert & Associates
California
$1.42M -$151K -810 -11%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.28M -$3.44M -18,464 -75%
MCG
37
Meru Capital Group
New York
$1.11M +$982K +5,275 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.11M -$170K -912 -15%
TCIM
39
TIAA CREF Investment Management
New York
$1.03M -$43.4K -233 -5%
Morgan Stanley
40
Morgan Stanley
New York
$980K -$535K -2,877 -38%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$851K +$752K +4,038 New
UBS Group
42
UBS Group
Switzerland
$811K +$716K +3,847 New
BIM
43
BlackRock Investment Management
Delaware
$776K -$21.4K -115 -3%
PPA
44
Parametric Portfolio Associates
Washington
$763K +$394K +2,117 +141%
CS
45
Credit Suisse
Switzerland
$761K -$353K -1,896 -34%
Charles Schwab
46
Charles Schwab
California
$688K +$16.9K +91 +3%
CFA
47
Capstone Financial Advisors
Illinois
$659K – – –
Swiss National Bank
48
Swiss National Bank
Switzerland
$532K – – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$527K +$2.05K +11 +0.4%
RJA
50
Raymond James & Associates
Florida
$512K +$40K +215 +10%
1
2
3 4 5

NDLS Hedge Fund Activity: Q4 2014 in Review

92 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Noodles & Co (NDLS) for Q4 2014, worth a combined $741M — up 46% from $507M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NDLS positions and 15 closed out — a net gain of 12 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $28.5M. The largest seller was Catterton Management Company, cutting an estimated $35.4M.

  • 92 institutional investors held Noodles & Co (NDLS) as of Q4 2014, up from 81 in Q3 2014.
  • Funds reported $741M of Noodles & Co stock for Q4 2014, up 46% quarter-over-quarter.
  • 27 funds opened new Noodles & Co positions in Q4 2014 and 15 closed out, a net change of +12 holders.
  • The largest Noodles & Co buyer in Q4 2014 was ClearBridge Investments, an estimated $28.5M added.
  • The largest Noodles & Co seller in Q4 2014 was Catterton Management Company, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2014.