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PBPB

Potbelly
PBPB

Delisted

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

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73 hedge funds and large institutions have $144M invested in Potbelly in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

4% more funds holding

Funds holding: 70 → 73 (+3)

26% less capital invested

Capital invested by funds: $194M → $144M (-$49.6M)

50% less call options, than puts

Call options by funds: $3.07M | Put options by funds: $6.14M

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
25
Reduced
13
Closed
21
Calls
$3.07M
Puts
$6.14M
Net Calls
-$3.07M
Net Calls Change
+$434K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$9.64M
2
EAM
Eagle Asset Management
Florida
+$8.24M
3
KCM
Kornitzer Capital Management
Kansas
+$4.23M
4
WHI
William Harris Investors
Illinois
+$3.69M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.14M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$10.3M
2
Calamos Advisors
Calamos Advisors
Illinois
-$8.77M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$4.31M
4
PRCM
Pine River Capital Management
Minnesota
-$3.54M
5
SIMG
Stephens Investment Management Group
Texas
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
51
BlackRock Advisors
Delaware
$83K +$9.24K +429 +10%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$71K +$86.2K +4,000 New
Citigroup
53
Citigroup
New York
$45K -$56.1K -2,604 -51%
RFC
54
Russell Frank Company
Washington
$40K +$47.9K +2,222 New
TRCT
55
Tower Research Capital (TRC)
New York
$30K +$15.7K +728 +78%
PAM
56
Panagora Asset Management
Massachusetts
$29K +$35.5K +1,649 New
Wells Fargo
57
Wells Fargo
California
$21K -$17.2K -800 -41%
EWM
58
Edge Wealth Management
New York
$18K – – –
OC
59
Oakworth Capital
Alabama
$18K – – –
CLOS
60
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
MFBTD
61
MB Financial Bank - Trust Department
Illinois
$9K – – –
Barclays
62
Barclays
United Kingdom
$9K +$8.17K +379 +277%
US Bancorp
63
US Bancorp
Minnesota
$9K +$10.8K +500 New
Creative Planning
64
Creative Planning
Kansas
$8K -$1.72K -80 -16%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$8K +$8.62K +400 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$5K +$4.31K +200 +200%
ECM
67
Exchange Capital Management
Michigan
$4K +$2.15K +100 +100%
CFA
68
Carroll Financial Associates
North Carolina
$3K – – –
NSIM
69
North Star Investment Management
Illinois
$2K +$2.15K +100 New
HF
70
Hoxton Financial
West Virginia
$1K +$711 +33 New
First Manhattan
71
First Manhattan
New York
$1K +$2.15K +100 New
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$340 -$1.85K -86 -81%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96 +$112K +5,207 +2,845%
PRCM
74
Pine River Capital Management
Minnesota
– -$3.54M -146,000 Closed
SIMG
75
Stephens Investment Management Group
Texas
– -$3.52M -144,810 Closed
1 2
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PBPB Hedge Fund Activity: Q1 2014 in Review

73 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q1 2014, worth a combined $144M — down 26% from $194M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PBPB positions and 21 closed out — a net gain of 4 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Franklin Resources, adding an estimated $9.64M. The largest seller was Citadel Advisors, cutting an estimated $10.3M.

  • 73 institutional investors held Potbelly (PBPB) as of Q1 2014, up from 70 in Q4 2013.
  • Funds reported $144M of Potbelly stock for Q1 2014, down 26% quarter-over-quarter.
  • 25 funds opened new Potbelly positions in Q1 2014 and 21 closed out, a net change of +4 holders.
  • The largest Potbelly buyer in Q1 2014 was Franklin Resources, an estimated $9.64M added.
  • The largest Potbelly seller in Q1 2014 was Citadel Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2014.