Noodles & Co
NDLS
96 hedge funds and large institutions have $671M invested in Noodles & Co in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 21 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
16% more funds holding
Funds holding: 83 → 96 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $696M → $671M (-$25.5M)
34% less call options, than puts
Call options by funds: $6.21M | Put options by funds: $9.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CMC
Catterton Management Company
Greenwich,
Connecticut
|
+$83.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$29.3M |
| 3 |
JP Morgan Chase
New York
|
+$24M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$16M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$88.1M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
-$10M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.94M |
| 4 |
O
OppenheimerFunds
New York
|
-$5.13M |
| 5 |
Goldman Sachs
New York
|
-$4.59M |
NDLS Hedge Fund Activity: Q4 2013 in Review
96 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Noodles & Co (NDLS) for Q4 2013, worth a combined $671M — down 3.7% from $696M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new NDLS positions and 21 closed out — a net gain of 13 holders — while 38 added to existing stakes and 20 trimmed.
The largest buyer was Catterton Management Company, adding an estimated $83.4M. The largest seller was Public Sector Pension Investment Board (PSP Investments), cutting an estimated $88.1M.
- 96 institutional investors held Noodles & Co (NDLS) as of Q4 2013, up from 83 in Q3 2013.
- Funds reported $671M of Noodles & Co stock for Q4 2013, down 3.7% quarter-over-quarter.
- 34 funds opened new Noodles & Co positions in Q4 2013 and 21 closed out, a net change of +13 holders.
- The largest Noodles & Co buyer in Q4 2013 was Catterton Management Company, an estimated $83.4M added.
- The largest Noodles & Co seller in Q4 2013 was Public Sector Pension Investment Board (PSP Investments), an estimated $88.1M sold.
Based on aggregated 13F filings for Q4 2013.