Potbelly
PBPB
PBPB was delisted on the 22nd of October, 2025.
89 hedge funds and large institutions have $192M invested in Potbelly in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 14 closing their positions.
270% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 10
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
33% more capital invested
Capital invested by funds: $144M → $192M (+$47.4M)
22% more funds holding
Funds holding: 73 → 89 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
51% less call options, than puts
Call options by funds: $5.28M | Put options by funds: $10.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$12.5M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$9.53M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$7.62M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$6.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.8M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$6.83M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$1.28M |
| 4 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
-$1.01M |
| 5 |
ACG
Anchorage Capital Group
New York
|
-$715K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
101
Edge Wealth Management
New York
| – | -$18K | -1,000 | Closed |
|
102
First Manhattan
New York
| – | -$1K | -100 | Closed |
|
103
BNP Paribas Financial Markets
Paris,
France
| – | -$340 | -20 | Closed |
|
PBPB Hedge Fund Activity: Q2 2014 in Review
89 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q2 2014, worth a combined $192M — up 33% from $144M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PBPB positions and 14 closed out — a net gain of 16 holders — while 37 added to existing stakes and 10 trimmed.
The largest buyer was Stephens Investment Management Group, opening a new position worth an estimated $12.5M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.
- 89 institutional investors held Potbelly (PBPB) as of Q2 2014, up from 73 in Q1 2014.
- Funds reported $192M of Potbelly stock for Q2 2014, up 33% quarter-over-quarter.
- 30 funds opened new Potbelly positions in Q2 2014 and 14 closed out, a net change of +16 holders.
- The largest Potbelly buyer in Q2 2014 was Stephens Investment Management Group, an estimated $12.5M added.
- The largest Potbelly seller in Q2 2014 was Morgan Stanley, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2014.