We are live on ! Find out more
PBPB

Potbelly

Delisted

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

64 hedge funds and large institutions have $42M invested in Potbelly in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $243K | Put options by funds: $52K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.58% less ownership

Funds ownership: 60.96%56.38% (-4.6%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

16% less funds holding

Funds holding: 7664 (-12)

31% less capital invested

Capital invested by funds: $61.1M → $42M (-$19.1M)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
64
Holders Change
-12
Holders Change %
-15.79%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
22
Closed
19
Calls
$243K
Puts
$52K
Net Calls
+$191K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Salem Investment Counselors
North Carolina
$16K
Legal & General Group
52
Legal & General Group
United Kingdom
$15K -$5.94K -1,435 -23%
Simplex Trading
53
Simplex Trading
Illinois
$15K +$19.7K +4,759 +3,260%
Osaic Holdings
54
Osaic Holdings
Arizona
$11K +$14.9K +3,600 New
MAM
55
Meeder Asset Management
Ohio
$8K +$10.5K +2,526 New
AIP
56
Ameritas Investment Partners
Nebraska
$5K
IA
57
IFP Advisors
Florida
$5K +$2.9K +700 +88%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$3K -$58.4K -14,107 -93%
FCM
59
Firestone Capital Management
Florida
$3K
NSIM
60
North Star Investment Management
Illinois
$3K
VFA
61
Valeo Financial Advisors
Indiana
$3K
CIM
62
Confluence Investment Management
Missouri
-$2.31M -453,659 Closed
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
-$1.17M -278,101 Closed
DG
64
Dumont Global
New York
-$851K -201,771 Closed
FTCM
65
First Trust Capital Management
Illinois
-$593K -140,456 Closed
Coatue Management
66
Coatue Management
New York
-$423K -100,321 Closed
FM
67
Fondren Management
Texas
-$295K -70,000 Closed
SIM
68
Spark Investment Management
New York
-$194K -46,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$170K -40,175 Closed
Ameriprise
70
Ameriprise
Minnesota
-$156K -37,064 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$153K -36,997 Closed
Russell Investments Group
72
Russell Investments Group
United Kingdom
-$154K -36,602 Closed
WCM
73
Weld Capital Management
New York
-$153K -36,276 Closed
PP
74
Paloma Partners
Connecticut
-$100K -23,659 Closed
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
-$99K -23,356 Closed

PBPB Hedge Fund Activity: Q1 2020 in Review

64 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q1 2020, worth a combined $42M — down 31% from $61.1M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PBPB and 8 opened new positions — a net loss of 11 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $2.11M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $2.31M sold.

  • 64 institutional investors held Potbelly (PBPB) as of Q1 2020, down from 76 in Q4 2019.
  • Funds reported $42M of Potbelly stock for Q1 2020, down 31% quarter-over-quarter.
  • 8 funds opened new Potbelly positions in Q1 2020 and 19 closed out, a net change of -11 holders.
  • The largest Potbelly buyer in Q1 2020 was Victory Capital Management, an estimated $2.11M added.
  • The largest Potbelly seller in Q1 2020 was Confluence Investment Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2020.