Potbelly
PBPB
PBPB was delisted on the 22nd of October, 2025.
101 hedge funds and large institutions have $218M invested in Potbelly in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 15 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
174% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $370K
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
3% more funds holding
Funds holding: 98 → 101 (+3)
3% less capital invested
Capital invested by funds: $225M → $218M (-$7.81M)
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
1.01% less ownership
Funds ownership: 72.35% → 71.34% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.36M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.28M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.01M |
| 4 |
FM
Fondren Management
Houston,
Texas
|
+$946K |
| 5 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1C
1060 Capital
Denver,
Colorado
|
-$6.03M |
| 2 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$1.38M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$1.37M |
| 4 |
SC
Scholtz & Company
Stamford,
Connecticut
|
-$1.36M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$761K |
PBPB Hedge Fund Activity: Q4 2017 in Review
101 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q4 2017, worth a combined $218M — down 3.5% from $225M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PBPB positions and 15 closed out — a net gain of 3 holders — while 29 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.36M. The largest seller was 1060 Capital, exiting entirely with an estimated $6.03M sold.
- 101 institutional investors held Potbelly (PBPB) as of Q4 2017, up from 98 in Q3 2017.
- Funds reported $218M of Potbelly stock for Q4 2017, down 3.5% quarter-over-quarter.
- 18 funds opened new Potbelly positions in Q4 2017 and 15 closed out, a net change of +3 holders.
- The largest Potbelly buyer in Q4 2017 was Morgan Stanley, an estimated $2.36M added.
- The largest Potbelly seller in Q4 2017 was 1060 Capital, an estimated $6.03M sold.
Based on aggregated 13F filings for Q4 2017.