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PBPB

Potbelly

Delisted

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

100 hedge funds and large institutions have $215M invested in Potbelly in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $732K

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.21% less ownership

Funds ownership: 71.34%71.13% (-0.21%)

1% less funds holding

Funds holding: 101100 (-1)

1% less capital invested

Capital invested by funds: $218M → $215M (-$2.4M)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
28
Reduced
29
Closed
13
Calls
$1.09M
Puts
$732K
Net Calls
+$354K
Net Calls Change
-$373K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.6M -$3.36M -267,216 -9%
Renaissance Technologies
2
Renaissance Technologies
New York
$24M +$249K +19,800 +1%
BlackRock
3
BlackRock
New York
$20.8M -$164K -12,992 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.7M +$342K +27,154 +2%
AA
5
Ancora Advisors
Ohio
$14.3M
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.2M +$235K +18,673 +2%
FTCM
7
First Trust Capital Management
Illinois
$11.7M -$1.16M -92,378 -9%
SIMG
8
Stephens Investment Management Group
Texas
$7.94M -$98K -7,787 -1%
State Street
9
State Street
Massachusetts
$5.49M +$395K +31,374 +7%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$5.17M +$5.41M +429,500 New
AIM
11
Alambic Investment Management
California
$4.2M -$7.55K -600 -0.2%
William Blair & Company
12
William Blair & Company
Illinois
$4.18M -$465K -36,919 -10%
CIM
13
Confluence Investment Management
Missouri
$4.08M +$270K +21,468 +7%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$3.82M +$37.8K +3,000 +1%
Man Group
15
Man Group
United Kingdom
$3.58M +$3.74M +297,439 New
NC
16
Nicholas Company
Wisconsin
$3.38M -$9.56K -760 -0.3%
Northern Trust
17
Northern Trust
Illinois
$2.99M +$61.4K +4,876 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.51M +$55.8K +4,435 +2%
AFG
19
American Financial Group
Ohio
$2.41M
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$2.27M +$612K +48,600 +35%
FM
21
Fondren Management
Texas
$1.99M +$1.11M +88,000 +114%
Citadel Advisors
22
Citadel Advisors
Florida
$1.98M -$198K -15,741 -9%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.93M -$278K -22,111 -12%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.66M -$2.52K -200 -0.1%
Charles Schwab
25
Charles Schwab
California
$1.28M +$151K +12,027 +13%

PBPB Hedge Fund Activity: Q1 2018 in Review

100 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q1 2018, worth a combined $215M — down 1.1% from $218M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBPB positions and 13 closed out — a net gain of 1 holder — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $5.41M. The largest seller was Morgan Stanley, cutting an estimated $3.36M.

  • 100 institutional investors held Potbelly (PBPB) as of Q1 2018, down from 101 in Q4 2017.
  • Funds reported $215M of Potbelly stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 14 funds opened new Potbelly positions in Q1 2018 and 13 closed out, a net change of +1 holder.
  • The largest Potbelly buyer in Q1 2018 was Alyeska Investment Group, an estimated $5.41M added.
  • The largest Potbelly seller in Q1 2018 was Morgan Stanley, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2018.