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PBPB

Potbelly

Delisted

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

108 hedge funds and large institutions have $203M invested in Potbelly in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $641K | Put options by funds: $465K

1% more capital invested

Capital invested by funds: $200M → $203M (+$2.91M)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

2% less funds holding

Funds holding: 110108 (-2)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
19
Increased
30
Reduced
34
Closed
19
Calls
$641K
Puts
$465K
Net Calls
+$176K
Net Calls Change
-$194K
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
1
Stephens Investment Management Group
Texas
$18.5M -$695K -59,510 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.9M +$2.72M +232,716 +19%
WHI
3
William Harris Investors
Illinois
$15.7M -$466K -39,885 -3%
ZIG
4
Zuckerman Investment Group
Illinois
$15.1M -$4.09M -350,374 -21%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$12.5M +$7.69M +658,518 +162%
Renaissance Technologies
6
Renaissance Technologies
New York
$12.4M +$3.47M +297,600 +39%
Franklin Resources
7
Franklin Resources
California
$10.7M -$9.56M -818,581 -47%
AR
8
Advisory Research
Illinois
$9.84M +$374K +32,054 +4%
CLM
9
ClearBridge LLC (Maryland)
Maryland
$8.22M +$298K +25,510 +4%
BFA
10
BlackRock Fund Advisors
California
$6.98M +$347K +29,719 +5%
BIT
11
BlackRock Institutional Trust
California
$6.79M +$252K +21,611 +4%
WRF
12
Waddell & Reed Financial
Kansas
$4.44M
William Blair & Company
13
William Blair & Company
Illinois
$4.05M -$576K -49,337 -12%
KA
14
Kerrisdale Advisers
Florida
$4.01M +$4M +342,792 New
OCM
15
Olstein Capital Management
New York
$3.89M -$1.03M -88,000 -21%
RIL
16
Rothschild Investment LLC
Illinois
$3.52M -$100K -8,575 -3%
Comerica Bank
17
Comerica Bank
Texas
$3.49M +$261K +22,334 +8%
State Street
18
State Street
Massachusetts
$3.39M +$195K +16,668 +6%
Morgan Stanley
19
Morgan Stanley
New York
$2.92M +$2.1M +179,926 +258%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$2.92M -$444K -37,995 -13%
Northern Trust
21
Northern Trust
Illinois
$2.71M -$350 -30 -0%
AFG
22
American Financial Group
Ohio
$2.34M
RHJA
23
Rice Hall James & Associates
California
$2.1M -$35K -3,000 -2%
CIM
24
Confluence Investment Management
Missouri
$1.87M +$68.2K +5,842 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.75M +$304K +26,017 +21%

PBPB Hedge Fund Activity: Q4 2015 in Review

108 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q4 2015, worth a combined $203M — up 1.5% from $200M a quarter earlier.

Fund positioning in PBPB was balanced in Q4 2015: 19 funds opened new positions, 19 closed out, 30 added to existing stakes and 34 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $7.69M. The largest seller was Franklin Resources, cutting an estimated $9.56M.

  • 108 institutional investors held Potbelly (PBPB) as of Q4 2015, down from 110 in Q3 2015.
  • Funds reported $203M of Potbelly stock for Q4 2015, up 1.5% quarter-over-quarter.
  • 19 funds opened new Potbelly positions in Q4 2015 and 19 closed out, a net change of 0 holders.
  • The largest Potbelly buyer in Q4 2015 was Bank of New York Mellon, an estimated $7.69M added.
  • The largest Potbelly seller in Q4 2015 was Franklin Resources, an estimated $9.56M sold.

Based on aggregated 13F filings for Q4 2015.