PBPB icon

Potbelly
PBPB

Overview Fund Activity

64 hedge funds and large institutions have $99.9M invested in Potbelly in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
13
Reduced
25
Closed
10
Calls
$113K
Puts
$42K
Net Calls
+$71K
Net Calls Change
+$60K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.36M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$1.82M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.17M
4
NIMC
4
Nierenberg Investment Management Company
Washington
$10.4M
5
ACM
5
Archon Capital Management
Washington
$14.6M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$9.6M
2
EI
2
EAM Investors
California
$0
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$893K
4
SAM
4
Soviero Asset Management
New York
$8.48M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.39M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
26
Abacus Wealth Partners
California
$339K 50,042 – –
Boston Partners
27
Boston Partners
Massachusetts
$333K 49,157 -1,694 -3%
Invesco
28
Invesco
Georgia
$295K 43,494 +1,519 +4%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$282K 41,651 -1,215 -3%
Northern Trust
30
Northern Trust
Illinois
$277K 40,811 -1,076 -3%
First Eagle Investment Management
31
First Eagle Investment Management
New York
$275K 40,500 +35,700 +744%
OCM
32
Orchard Capital Management
Illinois
$220K 32,425 – –
Citadel Advisors
33
Citadel Advisors
Florida
$215K 31,830 -2,223 -7%
TI
34
Trexquant Investment
Connecticut
$210K 31,043 -5,675 -15%
Ameriprise
35
Ameriprise
Minnesota
$203K 29,900 +29,900 New
TCWM
36
Total Clarity Wealth Management
Illinois
$193K 28,482 -14,025 -33%
Morgan Stanley
37
Morgan Stanley
New York
$189K 28,034 -27,838 -50%
GAM
38
Gotham Asset Management
New York
$188K 18,189 +18,189 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$169K 25,050 +600 +2%
AR
40
Advisory Research
Illinois
$147K 21,723 -42,833 -66%
GG
41
Gofen & Glossberg
Illinois
$136K 20,000 – –
SI
42
Stephens Inc
Arkansas
$120K 17,723 – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$115K 16,902 – –
SEI Investments
44
SEI Investments
Pennsylvania
$103K 15,200 +15,200 New
OQS
45
Occudo Quantitative Strategies
Florida
$73K 10,727 -792 -7%
Group One Trading
46
Group One Trading
Illinois
$62K 9,193 +500 +6%
Simplex Trading
47
Simplex Trading
Illinois
$59K 7,612 – –
DWA
48
Dorsey Wright & Associates
California
$42K 6,210 +6,210 New
SIC
49
Salem Investment Counselors
North Carolina
$36K 5,239 – –
Barclays
50
Barclays
United Kingdom
$30K 4,484 +3,406 +316%
1
2
3 4