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PBPB

Potbelly

Delisted

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

101 hedge funds and large institutions have $218M invested in Potbelly in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $990K | Put options by funds: $263K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3% more funds holding

Funds holding: 98101 (+3)

3% less capital invested

Capital invested by funds: $225M → $218M (-$7.82M)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

1.01% less ownership

Funds ownership: 72.35%71.34% (-1%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
29
Reduced
31
Closed
15
Calls
$990K
Puts
$263K
Net Calls
+$727K
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$61K +$14.4K +1,169 +31%
Zurich Cantonal Bank
77
Zurich Cantonal Bank
Switzerland
$58K +$46.6K +3,797 +421%
TRCT
78
Tower Research Capital (TRC)
New York
$44K -$162K -13,208 -79%
Parallax Volatility Advisers
79
Parallax Volatility Advisers
California
$43K +$43.3K +3,528 New
AIP
80
Ameritas Investment Partners
Nebraska
$21K
PAM
81
Panagora Asset Management
Massachusetts
$20K -$761K -62,008 -97%
NSIM
82
North Star Investment Management
Illinois
$14K
AG
83
Advisor Group
Arizona
$14K +$14K +1,141 New
MAM
84
Meeder Asset Management
Ohio
$13K -$2.36K -192 -16%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$12K +$12.3K +1,000 New
WAM
86
Wealthspire Advisors (Maryland)
Maryland
$9K
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$7K +$1.23K +100 +20%
ASN
88
Advisory Services Network
Georgia
$7K +$6.88K +560 New
AA
89
AlphaMark Advisors
Kentucky
$5K
TC
90
Trust Company
Kansas
$5K
CAM
91
CenterStar Asset Management
Illinois
$4K
CG
92
Cutler Group
California
$4K +$4.91K +400 New
CCMH
93
Cornerstone Capital Management Holdings
New York
$3K -$561K -45,716 -99%
US Bancorp
94
US Bancorp
Minnesota
$2K -$5.13K -418 -71%
MA
95
MUFG Americas
New York
$2K -$1.17K -95 -38%
CPIG
96
Chicago Partners Investment Group
Illinois
$2K
DBT
97
Dubuque Bank & Trust
Iowa
$2K
MFW
98
Mosaic Family Wealth
Missouri
$2K
Walleye Trading
99
Walleye Trading
New York
$10 +$10.2K +829 New
1C
100
1060 Capital
Colorado
-$6.03M -486,031 Closed

PBPB Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q4 2017, worth a combined $218M — down 3.5% from $225M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PBPB positions and 15 closed out — a net gain of 3 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.36M. The largest seller was 1060 Capital, exiting entirely with an estimated $6.03M sold.

  • 101 institutional investors held Potbelly (PBPB) as of Q4 2017, up from 98 in Q3 2017.
  • Funds reported $218M of Potbelly stock for Q4 2017, down 3.5% quarter-over-quarter.
  • 18 funds opened new Potbelly positions in Q4 2017 and 15 closed out, a net change of +3 holders.
  • The largest Potbelly buyer in Q4 2017 was Morgan Stanley, an estimated $2.36M added.
  • The largest Potbelly seller in Q4 2017 was 1060 Capital, an estimated $6.03M sold.

Based on aggregated 13F filings for Q4 2017.