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PBPB

Potbelly

Delisted

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

94 hedge funds and large institutions have $177M invested in Potbelly in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $4.35M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

13% more capital invested

Capital invested by funds: $156M → $177M (+$20.9M)

13% more funds holding

Funds holding: 8394 (+11)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
28
Increased
31
Reduced
21
Closed
16
Calls
$8.64M
Puts
$4.35M
Net Calls
+$4.29M
Net Calls Change
+$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1
Zuckerman Investment Group
Illinois
$28.4M +$241K +19,076 +0.9%
Franklin Resources
2
Franklin Resources
California
$23M -$1.06M -83,687 -4%
WHI
3
William Harris Investors
Illinois
$15.3M +$615K +48,660 +4%
SIMG
4
Stephens Investment Management Group
Texas
$14.7M +$1.64M +129,545 +13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.1M +$255K +20,195 +3%
Citadel Advisors
6
Citadel Advisors
Florida
$9.76M +$2.18M +172,314 +29%
CLM
7
ClearBridge LLC (Maryland)
Maryland
$6.99M +$6.83K +540 +0.1%
William Blair & Company
8
William Blair & Company
Illinois
$5.7M -$977K -77,262 -15%
BFA
9
BlackRock Fund Advisors
California
$5.45M +$825K +65,272 +18%
EAM
10
EverPoint Asset Management
Connecticut
$5.32M +$5.22M +413,000 New
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$4M -$1.15M -91,166 -23%
KCM
12
Kornitzer Capital Management
Kansas
$3.37M -$63.2K -5,000 -2%
RIL
13
Rothschild Investment LLC
Illinois
$3.27M +$457K +36,140 +17%
AFG
14
American Financial Group
Ohio
$2.57M
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$2.19M +$993K +78,554 +85%
OCM
16
Olstein Capital Management
New York
$2.12M -$582K -46,000 -22%
Northern Trust
17
Northern Trust
Illinois
$2.06M -$34K -2,685 -2%
State Street
18
State Street
Massachusetts
$2.01M +$14.5K +1,144 +0.7%
BIT
19
BlackRock Institutional Trust
California
$1.98M -$26.9K -2,129 -1%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.64M +$1.61M +127,032 New
WA
21
Whitebox Advisors
Minnesota
$1.53M +$1.5M +118,801 New
Millennium Management
22
Millennium Management
New York
$1.5M +$1.48M +116,958 New
CIM
23
Confluence Investment Management
Missouri
$1.5M -$249K -19,715 -15%
YU
24
Yale University
Connecticut
$1.41M +$1.39M +109,762 New
PCM
25
Prentice Capital Management
Connecticut
$1.31M +$297K +23,490 +30%

PBPB Hedge Fund Activity: Q4 2014 in Review

94 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q4 2014, worth a combined $177M — up 13% from $156M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PBPB positions and 16 closed out — a net gain of 12 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was EverPoint Asset Management, opening a new position worth an estimated $5.22M. The largest seller was TPG Group Holdings (SBS) Advisors, exiting entirely with an estimated $8.45M sold.

  • 94 institutional investors held Potbelly (PBPB) as of Q4 2014, up from 83 in Q3 2014.
  • Funds reported $177M of Potbelly stock for Q4 2014, up 13% quarter-over-quarter.
  • 28 funds opened new Potbelly positions in Q4 2014 and 16 closed out, a net change of +12 holders.
  • The largest Potbelly buyer in Q4 2014 was EverPoint Asset Management, an estimated $5.22M added.
  • The largest Potbelly seller in Q4 2014 was TPG Group Holdings (SBS) Advisors, an estimated $8.45M sold.

Based on aggregated 13F filings for Q4 2014.