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PBPB

Potbelly

Delisted

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

59 hedge funds and large institutions have $85.2M invested in Potbelly in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

1.01% more ownership

Funds ownership: 52.11%53.12% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 6459 (-5)

15% less capital invested

Capital invested by funds: $99.9M → $85.2M (-$14.7M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

73% less call options, than puts

Call options by funds: $3K | Put options by funds: $11K

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
21
Reduced
14
Closed
10
Calls
$3K
Puts
$11K
Net Calls
-$8K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$312K +$39.7K +6,816 +14%
AWP
27
Abacus Wealth Partners
California
$279K
Ameriprise
28
Ameriprise
Minnesota
$269K +$107K +18,300 +61%
Invesco
29
Invesco
Georgia
$228K -$15.4K -2,644 -6%
Northern Trust
30
Northern Trust
Illinois
$228K
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$219K -$14.2K -2,435 -6%
OCM
32
Orchard Capital Management
Illinois
$181K
SI
33
Stephens Inc
Arkansas
$141K +$43.5K +7,462 +42%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$139K
GG
35
Gofen & Glossberg
Illinois
$112K
Bank of New York Mellon
36
Bank of New York Mellon
New York
$94K
SEI Investments
37
SEI Investments
Pennsylvania
$85K
Truist Financial
38
Truist Financial
North Carolina
$72K +$75.6K +12,970 New
Millennium Management
39
Millennium Management
New York
$61K -$275K -47,117 -81%
OQS
40
Occudo Quantitative Strategies
Florida
$61K +$1K +172 +2%
Morgan Stanley
41
Morgan Stanley
New York
$47K -$114K -19,571 -70%
Group One Trading
42
Group One Trading
Illinois
$46K -$5.98K -1,026 -11%
TRCT
43
Tower Research Capital (TRC)
New York
$39K +$39.6K +6,789 +4,556%
SIC
44
Salem Investment Counselors
North Carolina
$29K
UBS Group
45
UBS Group
Switzerland
$16K +$2.99K +513 +22%
Bank of America
46
Bank of America
North Carolina
$13K -$1.79K -307 -12%
ACM
47
Aquatic Capital Management
Illinois
$12K +$12.2K +2,100 New
NSIM
48
North Star Investment Management
Illinois
$6K -$583 -100 -9%
Simplex Trading
49
Simplex Trading
Illinois
$5K -$38.4K -6,592 -87%
IA
50
IFP Advisors
Florida
$5K

PBPB Hedge Fund Activity: Q4 2021 in Review

59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q4 2021, worth a combined $85.2M — down 15% from $99.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBPB and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 21 added.

The largest buyer was Nierenberg Investment Management Company, adding an estimated $3.47M. The largest seller was Fidelity Investments, cutting an estimated $3.59M.

  • 59 institutional investors held Potbelly (PBPB) as of Q4 2021, down from 64 in Q3 2021.
  • Funds reported $85.2M of Potbelly stock for Q4 2021, down 15% quarter-over-quarter.
  • 5 funds opened new Potbelly positions in Q4 2021 and 10 closed out, a net change of -5 holders.
  • The largest Potbelly buyer in Q4 2021 was Nierenberg Investment Management Company, an estimated $3.47M added.
  • The largest Potbelly seller in Q4 2021 was Fidelity Investments, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2021.