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PBPB

Potbelly

Delisted

PBPB was delisted on the 22nd of October, 2025.

74 hedge funds and large institutions have $58.5M invested in Potbelly in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,077% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $115K

4.11% less ownership

Funds ownership: 60.48%56.38% (-4.1%)

10% less funds holding

Funds holding: 8274 (-8)

21% less capital invested

Capital invested by funds: $73.7M → $58.5M (-$15.2M)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
74
Holders Change
-8
Holders Change %
-9.76%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
28
Closed
18
Calls
$1.35M
Puts
$115K
Net Calls
+$1.24M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$226K -$352K -78,339 -60%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$218K +$95.5K +21,236 +74%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$217K +$224K +49,697 New
WG
29
Winton Group
United Kingdom
$206K +$213K +47,344 New
Wells Fargo
30
Wells Fargo
California
$203K +$34.6K +7,685 +20%
Bank of America
31
Bank of America
North Carolina
$175K -$21.1K -4,683 -10%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$160K +$165K +36,702 New
AIM
33
Alambic Investment Management
California
$157K +$162K +35,900 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$151K +$12.2K +2,706 +8%
William Blair & Company
35
William Blair & Company
Illinois
$146K -$12.6K -2,800 -8%
EGM
36
Engineers Gate Manager
New York
$142K -$18.2K -4,042 -11%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$142K
SRAM
38
Stone Ridge Asset Management
New York
$123K -$14.6K -3,239 -10%
PPA
39
Parametric Portfolio Associates
Washington
$120K -$22.4K -4,989 -15%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$103K -$48.4K -10,749 -31%
Goldman Sachs
41
Goldman Sachs
New York
$100K -$41.6K -9,250 -29%
ARTA
42
A.R.T. Advisors
New York
$97K +$99.7K +22,168 New
Morgan Stanley
43
Morgan Stanley
New York
$92K +$1.77K +394 +2%
AllianceBernstein
44
AllianceBernstein
Tennessee
$77K +$26.5K +5,900 +50%
AF
45
Advisornet Financial
Minnesota
$74K
UBS Group
46
UBS Group
Switzerland
$63K +$38.4K +8,533 +144%
Millennium Management
47
Millennium Management
New York
$62K -$390K -86,767 -86%
AIG
48
American International Group
New York
$58K -$414 -92 -0.7%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$58K
Barclays
50
Barclays
United Kingdom
$47K -$16.9K -3,759 -26%

PBPB Hedge Fund Activity: Q3 2019 in Review

74 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q3 2019, worth a combined $58.5M — down 21% from $73.7M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBPB and 11 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 20 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $1.62M. The largest seller was 3G Capital Partners, exiting entirely with an estimated $4.45M sold.

  • 74 institutional investors held Potbelly (PBPB) as of Q3 2019, down from 82 in Q2 2019.
  • Funds reported $58.5M of Potbelly stock for Q3 2019, down 21% quarter-over-quarter.
  • 11 funds opened new Potbelly positions in Q3 2019 and 18 closed out, a net change of -7 holders.
  • The largest Potbelly buyer in Q3 2019 was Fuller & Thaler Asset Management, an estimated $1.62M added.
  • The largest Potbelly seller in Q3 2019 was 3G Capital Partners, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2019.