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Potbelly
PBPB

Overview Fund Activity

76 hedge funds and large institutions have $61.1M invested in Potbelly in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
24
Reduced
22
Closed
11
Calls
$368K
Puts
$257K
Net Calls
+$111K
Net Calls Change
-$1.13M

Top Buyers

1
BRF
1
B. Riley Financial
California
$1.9M
2
KCM
2
Kennedy Capital Management
Missouri
$5.47M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$1.17M
4
FTCM
4
First Trust Capital Management
Illinois
$593K
5
CIM
5
Confluence Investment Management
Missouri
$2.31M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$311K
2
FM
2
Fondren Management
Texas
$295K
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.07M
4
PAPAIJV
4
Paragon Associates & Paragon Associates II Joint Venture
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$52K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$350K – – –
PAM
27
Panagora Asset Management
Massachusetts
$328K +$324K +76,910 +8,333%
ECM
28
Engine Capital Management
New York
$311K -$1.46M -345,063 -82%
Invesco
29
Invesco
Georgia
$298K +$25K +5,916 +9%
FM
30
Fondren Management
Texas
$295K -$1.22M -290,000 -81%
Charles Schwab
31
Charles Schwab
California
$218K – – –
SIM
32
Spark Investment Management
New York
$194K -$38.4K -9,100 -17%
Wells Fargo
33
Wells Fargo
California
$173K -$24.5K -5,803 -12%
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$170K -$56.1K -13,250 -25%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$156K -$92.1K -21,840 -37%
Ameriprise
36
Ameriprise
Minnesota
$156K +$156K +37,064 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$154K -$421 -100 -0.3%
WCM
38
Weld Capital Management
New York
$153K +$153K +36,276 New
PPA
39
Parametric Portfolio Associates
Washington
$152K +$35.5K +8,394 +30%
Morgan Stanley
40
Morgan Stanley
New York
$148K +$58.5K +13,951 +65%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$147K +$676 +160 +0.5%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$137K – – –
UBS Group
43
UBS Group
Switzerland
$118K +$57K +13,520 +94%
WG
44
Winton Group
United Kingdom
$105K -$94.4K -22,411 -47%
PP
45
Paloma Partners
Connecticut
$100K +$100K +23,659 New
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$99K +$78.7K +18,556 +387%
SRAM
47
Stone Ridge Asset Management
New York
$97K -$22.9K -5,400 -19%
Barclays
48
Barclays
United Kingdom
$90K +$44K +10,380 +96%
EGM
49
Engineers Gate Manager
New York
$86K -$50.6K -12,024 -37%
William Blair & Company
50
William Blair & Company
Illinois
$85K -$56.5K -13,391 -40%
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