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PBPB

Potbelly

Delisted

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

103 hedge funds and large institutions have $141M invested in Potbelly in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

2% less funds holding

Funds holding: 105103 (-2)

3.62% less ownership

Funds ownership: 74.31%70.69% (-3.6%)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

17% less call options, than puts

Call options by funds: $508K | Put options by funds: $612K

39% less capital invested

Capital invested by funds: $233M → $141M (-$91.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
38
Reduced
29
Closed
18
Calls
$508K
Puts
$612K
Net Calls
-$104K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$15.9M -$2.05M -190,900 -9%
BlackRock
2
BlackRock
New York
$13.7M +$427K +39,857 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.5M -$330K -30,776 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10M -$677K -63,147 -5%
AA
5
Ancora Advisors
Ohio
$9.33M
SIMG
6
Stephens Investment Management Group
Texas
$7.8M -$506K -47,232 -5%
FTCM
7
First Trust Capital Management
Illinois
$6.08M -$2.05M -191,532 -20%
Millennium Management
8
Millennium Management
New York
$5.07M +$3.33M +310,119 +97%
KCM
9
Kennedy Capital Management
Missouri
$4.3M +$978K +91,208 +21%
State Street
10
State Street
Massachusetts
$3.67M -$175K -16,367 -3%
BAMCO Inc
11
BAMCO Inc
New York
$3.62M +$4.82M +450,000 New
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$3.28M +$660K +61,535 +18%
NC
13
Nicholas Company
Wisconsin
$3.02M +$570K +53,130 +17%
CIM
14
Confluence Investment Management
Missouri
$2.96M -$77.3K -7,209 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.47M +$461K +42,963 +16%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.22M +$2.89M +269,539 +4,726%
Northern Trust
17
Northern Trust
Illinois
$2.2M -$148K -13,758 -5%
SIM
18
Spark Investment Management
New York
$2.01M +$695K +64,800 +35%
William Blair & Company
19
William Blair & Company
Illinois
$1.77M -$1.45M -135,706 -38%
AFG
20
American Financial Group
Ohio
$1.61M
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.6M +$57.5K +5,360 +3%
Morgan Stanley
22
Morgan Stanley
New York
$1.43M -$20.3M -1,896,207 -91%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.38M -$263K -24,576 -13%
Citadel Advisors
24
Citadel Advisors
Florida
$1.21M +$1.32M +123,453 +451%
Man Group
25
Man Group
United Kingdom
$1.09M -$1.08M -100,600 -43%

PBPB Hedge Fund Activity: Q4 2018 in Review

103 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Potbelly (PBPB) for Q4 2018, worth a combined $141M — down 39% from $233M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PBPB and 16 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 38 added.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $4.82M. The largest seller was Morgan Stanley, cutting an estimated $20.3M.

  • 103 institutional investors held Potbelly (PBPB) as of Q4 2018, down from 105 in Q3 2018.
  • Funds reported $141M of Potbelly stock for Q4 2018, down 39% quarter-over-quarter.
  • 16 funds opened new Potbelly positions in Q4 2018 and 18 closed out, a net change of -2 holders.
  • The largest Potbelly buyer in Q4 2018 was BAMCO Inc, an estimated $4.82M added.
  • The largest Potbelly seller in Q4 2018 was Morgan Stanley, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2018.