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PBPB

Potbelly

Delisted

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

109 hedge funds and large institutions have $207M invested in Potbelly in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $2.14M

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more capital invested

Capital invested by funds: $177M → $207M (+$29.5M)

16% more funds holding

Funds holding: 94109 (+15)

Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
32
Increased
37
Reduced
25
Closed
16
Calls
$4.29M
Puts
$2.14M
Net Calls
+$2.15M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1
Zuckerman Investment Group
Illinois
$31.2M +$1.01M +72,817 +3%
Franklin Resources
2
Franklin Resources
California
$26.1M +$1.62M +116,949 +7%
WHI
3
William Harris Investors
Illinois
$17.9M +$1.61M +116,263 +10%
SIMG
4
Stephens Investment Management Group
Texas
$16.1M +$396K +28,543 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.2M +$1.53M +110,075 +14%
Citadel Advisors
6
Citadel Advisors
Florida
$9.46M -$947K -68,251 -9%
CLM
7
ClearBridge LLC (Maryland)
Maryland
$7.44M +$2.64K +190 +0%
William Blair & Company
8
William Blair & Company
Illinois
$5.81M -$256K -18,471 -4%
BFA
9
BlackRock Fund Advisors
California
$5.73M -$72.2K -5,205 -1%
CM
10
Castleark Management
Illinois
$5.71M +$5.78M +416,500 New
PAMP
11
Polar Asset Management Partners
Ontario, Canada
$4.11M +$4.16M +300,000 New
RIL
12
Rothschild Investment LLC
Illinois
$4.09M +$614K +44,240 +17%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$3.38M -$899K -64,796 -21%
OCM
14
Olstein Capital Management
New York
$3.22M +$971K +70,000 +42%
Millennium Management
15
Millennium Management
New York
$3.01M +$1.43M +102,893 +88%
AFG
16
American Financial Group
Ohio
$2.74M
KCM
17
Kornitzer Capital Management
Kansas
$2.7M -$896K -64,600 -25%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$2.59M +$2.63M +189,286 New
BIT
19
BlackRock Institutional Trust
California
$2.56M +$453K +32,613 +21%
Renaissance Technologies
20
Renaissance Technologies
New York
$2.38M +$1.73M +124,930 +257%
State Street
21
State Street
Massachusetts
$2.22M +$90.2K +6,500 +4%
Northern Trust
22
Northern Trust
Illinois
$2.17M -$18.7K -1,348 -0.8%
CIM
23
Confluence Investment Management
Missouri
$1.94M +$348K +25,047 +22%
PCM
24
Prentice Capital Management
Connecticut
$1.91M +$525K +37,817 +37%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.53M -$819K -58,985 -35%

PBPB Hedge Fund Activity: Q1 2015 in Review

109 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q1 2015, worth a combined $207M — up 17% from $177M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PBPB positions and 16 closed out — a net gain of 16 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was Castleark Management, opening a new position worth an estimated $5.78M. The largest seller was EverPoint Asset Management, exiting entirely with an estimated $5.32M sold.

  • 109 institutional investors held Potbelly (PBPB) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $207M of Potbelly stock for Q1 2015, up 17% quarter-over-quarter.
  • 32 funds opened new Potbelly positions in Q1 2015 and 16 closed out, a net change of +16 holders.
  • The largest Potbelly buyer in Q1 2015 was Castleark Management, an estimated $5.78M added.
  • The largest Potbelly seller in Q1 2015 was EverPoint Asset Management, an estimated $5.32M sold.

Based on aggregated 13F filings for Q1 2015.