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Potbelly
PBPB

Overview Fund Activity

74 hedge funds and large institutions have $141M invested in Potbelly in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+19
Holders Change %
+34.55%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
26
Reduced
6
Closed
6
Calls
$667K
Puts
$96K
Net Calls
+$571K
Net Calls Change
+$540K

Top Buyers

1
Millennium Management
Millennium Management
New York
$3.85M
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.8M
3
HIM
Hillsdale Investment Management
Ontario, Canada
$2.18M
4
EI
EAM Investors
California
$1.7M
5
Marshall Wace
Marshall Wace
United Kingdom
$1.6M

Top Sellers

1
AA
Ancora Advisors
Ohio
$0
2
Russell Investments Group
Russell Investments Group
United Kingdom
$0
3
Boston Partners
Boston Partners
Massachusetts
$0
4
Victory Capital Management
Victory Capital Management
Texas
$777K
5
TRCT
Tower Research Capital (TRC)
New York
$22K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$759K +$759K +91,162 New
Man Group
27
Man Group
United Kingdom
$649K – – –
Morgan Stanley
28
Morgan Stanley
New York
$609K +$445K +53,425 +271%
FA
29
Fortis Advisors
Pennsylvania
$583K – – –
RA
30
Raffles Associates
New York
$462K -$37.1K -4,450 -7%
HF
31
HRT Financial
New York
$368K +$368K +44,293 New
Northern Trust
32
Northern Trust
Illinois
$357K +$17.8K +2,142 +5%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$357K +$175K +21,024 +96%
OCM
34
Orchard Capital Management
Illinois
$270K – – –
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$269K +$173K +20,727 +180%
EGM
36
Engineers Gate Manager
New York
$252K +$252K +30,297 New
Bank of America
37
Bank of America
North Carolina
$245K +$245K +29,355 +97,850%
JF
38
Jump Financial
Illinois
$222K +$222K +26,697 New
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$213K +$213K +25,629 New
SI
40
Stephens Inc
Arkansas
$210K – – –
Walleye Capital
41
Walleye Capital
New York
$203K +$203K +24,406 New
OQS
42
Occudo Quantitative Strategies
Florida
$203K +$203K +24,325 New
CSS
43
Cubist Systematic Strategies
Connecticut
$178K +$178K +21,415 New
Belvedere Trading
44
Belvedere Trading
Illinois
$147K +$147K +17,626 New
LP
45
LMR Partners
United Kingdom
$145K +$145K +17,444 New
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$145K +$38.3K +4,596 +36%
BFM
47
Boothbay Fund Management
New York
$144K +$144K +17,342 New
QC
48
Quadrature Capital
United Kingdom
$144K +$144K +17,300 New
SSA
49
Schonfeld Strategic Advisors
New York
$122K +$122K +14,599 New
Squarepoint
50
Squarepoint
New York
$112K +$112K +13,478 New
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