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PBPB

Potbelly

Delisted

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.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $990K | Put options by funds: $263K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3% more funds holding

Funds holding: 98101 (+3)

3% less capital invested

Capital invested by funds: $225M → $218M (-$7.82M)

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%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
29
Reduced
31
Closed
15
Calls
$990K
Puts
$263K
Net Calls
+$727K
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.6M +$2.36M +192,088 +7%
Renaissance Technologies
2
Renaissance Technologies
New York
$24.3M -$486K -39,600 -2%
BlackRock
3
BlackRock
New York
$21.4M +$271K +22,050 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.7M +$1.28M +103,858 +8%
AA
5
Ancora Advisors
Ohio
$14.6M +$246K +20,000 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.2M -$272K -22,172 -2%
FTCM
7
First Trust Capital Management
Illinois
$13.1M +$875K +71,240 +7%
SIMG
8
Stephens Investment Management Group
Texas
$8.2M -$1.38M -112,079 -14%
State Street
9
State Street
Massachusetts
$5.22M -$166K -13,495 -3%
NI
10
Numeric Investors
Massachusetts
$4.87M +$840K +68,402 +21%
William Blair & Company
11
William Blair & Company
Illinois
$4.72M -$23.6K -1,919 -0.5%
AIM
12
Alambic Investment Management
California
$4.3M -$748K -60,955 -15%
CIM
13
Confluence Investment Management
Missouri
$3.9M +$126K +10,222 +3%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$3.87M +$1.01M +82,400 +36%
NC
15
Nicholas Company
Wisconsin
$3.46M
Northern Trust
16
Northern Trust
Illinois
$2.99M -$62.7K -5,105 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.51M +$19.5K +1,590 +0.8%
AFG
18
American Financial Group
Ohio
$2.46M
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.25M +$633K +51,564 +39%
Citadel Advisors
20
Citadel Advisors
Florida
$2.21M +$107K +8,742 +5%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.72M -$441K -35,887 -20%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.7M -$378K -30,800 -18%
RIL
23
Rothschild Investment LLC
Illinois
$1.52M -$61.8K -5,035 -4%
IA
24
IndexIQ Advisors
New York
$1.25M +$479K +38,993 +63%
Charles Schwab
25
Charles Schwab
California
$1.16M +$144K +11,713 +14%

PBPB Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 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.