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PBPB

Potbelly
PBPB

Delisted

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

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116 hedge funds and large institutions have $204M invested in Potbelly in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $2.54M

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

2.18% less ownership

Funds ownership: 73.24% → 71.06% (-2.2%)

8% less funds holding

Funds holding: 126 → 116 (-10)

20% less capital invested

Capital invested by funds: $255M → $204M (-$50.3M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
43
Closed
26
Calls
$3.44M
Puts
$2.54M
Net Calls
+$900K
Net Calls Change
+$3.26M

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$13.2M
2
Morgan Stanley
Morgan Stanley
New York
+$12.7M
3
FTCM
First Trust Capital Management
Illinois
+$4.35M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.06M
5
ACM
Addison Clark Management
Connecticut
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
CLM
ClearBridge LLC (Maryland)
Maryland
-$11.1M
2
ZIG
Zuckerman Investment Group
Illinois
-$8.05M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$6.85M
4
AR
Advisory Research
Illinois
-$6.64M
5
VCM
Vivaldi Capital Management
Illinois
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
126
Credit Suisse
Switzerland
– -$328K -23,688 Closed
TI
127
Trexquant Investment
Connecticut
– -$289K -20,784 Closed
AP
128
AHL Partners
United Kingdom
– -$289K -20,782 Closed
VKH
129
Virtu KCG Holdings
New York
– -$274K -19,697 Closed
AG
130
Aperio Group
California
– -$191K -13,724 Closed
FQ
131
First Quadrant
California
– -$191K -13,723 Closed
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
– -$148K -10,674 Closed
ClearBridge Investments
133
ClearBridge Investments
New York
– -$29K -2,102 Closed
FHA
134
First Horizon Advisors
Tennessee
– -$19.7K -1,616 Closed
CFD
135
Creative Financial Designs
Indiana
– -$6K -400 Closed
TWI
136
Thomas White International
Illinois
– -$4K -285 Closed
CPIG
137
Chicago Partners Investment Group
Illinois
– -$3K -200 Closed
IWM
138
IHT Wealth Management
Illinois
– -$3K -200 Closed
QCG
139
Quadrant Capital Group
Ohio
– -$2K -184 Closed
OFW
140
Omnia Family Wealth
Florida
– -$1K -95 Closed
FANJ
141
Financial Architects (New Jersey)
New Jersey
– -$1K -93 Closed
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
– -$1K -78 Closed
2 3 4 5
6

PBPB Hedge Fund Activity: Q2 2017 in Review

116 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q2 2017, worth a combined $204M — down 20% from $255M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PBPB and 16 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 41 added.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $13.2M. The largest seller was ClearBridge LLC (Maryland), exiting entirely with an estimated $11.1M sold.

  • 116 institutional investors held Potbelly (PBPB) as of Q2 2017, down from 126 in Q1 2017.
  • Funds reported $204M of Potbelly stock for Q2 2017, down 20% quarter-over-quarter.
  • 16 funds opened new Potbelly positions in Q2 2017 and 26 closed out, a net change of -10 holders.
  • The largest Potbelly buyer in Q2 2017 was Ancora Advisors, an estimated $13.2M added.
  • The largest Potbelly seller in Q2 2017 was ClearBridge LLC (Maryland), an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2017.