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Potbelly
PBPB

Overview Fund Activity

52 hedge funds and large institutions have $51.6M invested in Potbelly in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
17
Closed
7
Calls
$268K
Puts
$455K
Net Calls
-$187K
Net Calls Change
-$538K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
$2.61M
2
ACM
Archon Capital Management
Washington
$10.1M
3
Boston Partners
Boston Partners
Massachusetts
$614K
4
GAM
Gotham Asset Management
New York
$430K
5
Capstone Investment Advisors
Capstone Investment Advisors
New York
$47K

Top Sellers

1
KCM
Kennedy Capital Management
Missouri
$0
2
Morgan Stanley
Morgan Stanley
New York
$153K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$5.32M
4
GPCM
Granite Point Capital Management
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$133K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$108K – – –
GG
28
Gofen & Glossberg
Illinois
$88K – – –
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$84K -$32.8K -7,462 -28%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$82K – – –
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$82K +$31.3K +7,130 +62%
SI
32
Stephens Inc
Arkansas
$78K – – –
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$47K +$47K +10,705 New
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$44K -$3.34K -758 -7%
Wells Fargo
35
Wells Fargo
California
$24K -$58.3K -13,115 -71%
SIC
36
Salem Investment Counselors
North Carolina
$23K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$21K +$490 +110 +2%
GSAM
38
Grant Street Asset Management
Pennsylvania
$9K +$9K +2,000 New
Deutsche Bank
39
Deutsche Bank
Germany
$7K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$6K +$5.97K +1,340 +19,143%
NSIM
41
North Star Investment Management
Illinois
$5K – – –
Simplex Trading
42
Simplex Trading
Illinois
$4K -$30.4K -8,324 -88%
PAM
43
Panagora Asset Management
Massachusetts
$4K – – –
FCM
44
Firestone Capital Management
Florida
$4K – – –
UBS Group
45
UBS Group
Switzerland
$3K -$3.33K -849 -53%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2K +$1.06K +300 +112%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1K – – –
KCM
48
Kennedy Capital Management
Missouri
– -$2.96M -781,710 Closed
GPCM
49
Granite Point Capital Management
Massachusetts
– -$284K -74,810 Closed
WG
50
Winton Group
United Kingdom
– -$140K -36,918 Closed
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