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Potbelly
PBPB

Overview Fund Activity

52 hedge funds and large institutions have $88.2M invested in Potbelly in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
13
Reduced
13
Closed
4
Calls
$135K
Puts
$8K
Net Calls
+$127K
Net Calls Change
+$135K

Top Buyers

1
NIMC
1
Nierenberg Investment Management Company
Washington
$14.3M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$1.6M
3
SAM
3
Soviero Asset Management
New York
$7.63M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$90K
5
TRCT
5
Tower Research Capital (TRC)
New York
$102K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$165K
2
Victory Capital Management
2
Victory Capital Management
Texas
$729K
3
AR
3
Advisory Research
Illinois
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.04M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$220K – – –
OCM
27
Orchard Capital Management
Illinois
$183K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$165K -$528K -93,210 -76%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$144K -$77K -13,660 -35%
SI
30
Stephens Inc
Arkansas
$142K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$138K – – –
SEI Investments
32
SEI Investments
Pennsylvania
$104K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$102K +$52K +9,206 +104%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$94K -$1.94K -342 -2%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$90K +$90K +15,943 New
GG
36
Gofen & Glossberg
Illinois
$85K -$28.3K -5,000 -25%
Morgan Stanley
37
Morgan Stanley
New York
$45K -$608 -108 -1%
Group One Trading
38
Group One Trading
Illinois
$43K -$1.95K -345 -4%
SIC
39
Salem Investment Counselors
North Carolina
$30K – – –
IA
40
IFP Advisors
Florida
$12K – – –
UBS Group
41
UBS Group
Switzerland
$11K +$2.57K +466 +30%
NSIM
42
North Star Investment Management
Illinois
$6K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$4K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$2K -$13 -2 -0.6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$2K +$1.85K +297 +1,188%
Federated Hermes
46
Federated Hermes
Pennsylvania
$1K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1K – – –
Wells Fargo
48
Wells Fargo
California
$1K +$86 +13 +9%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$819 +$819 +145 New
AR
50
Advisory Research
Illinois
– -$245K -36,608 Closed
1
2
3