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Potbelly
PBPB

Overview Fund Activity

90 hedge funds and large institutions have $197M invested in Potbelly in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
37
Reduced
25
Closed
11
Calls
$1.12M
Puts
$890K
Net Calls
+$232K
Net Calls Change
+$770K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35M
2
MAG
2
Millrace Asset Group
Pennsylvania
$1.39M
3
BlackRock
3
BlackRock
New York
$19M
4
NIMC
4
Nierenberg Investment Management Company
Washington
$29.5M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$1.97M

Top Sellers

1
SAM
1
Soviero Asset Management
New York
$14.6M
2
BFM
2
Boothbay Fund Management
New York
$0
3
AR
3
Advisory Research
Illinois
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
26
Raffles Associates
New York
$935K -$33.3K -3,199 -3%
Millennium Management
27
Millennium Management
New York
$926K +$620K +59,483 +202%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$905K +$146K +14,058 +19%
Boston Partners
29
Boston Partners
Massachusetts
$790K +$790K +75,858 New
EI
30
EAM Investors
California
$768K +$768K +73,695 New
GCP
31
GSA Capital Partners
United Kingdom
$764K +$764K +73,363 New
Charles Schwab
32
Charles Schwab
California
$742K -$1.52K -146 -0.2%
FA
33
Fortis Advisors
Pennsylvania
$729K – – –
Victory Capital Management
34
Victory Capital Management
Texas
$712K -$44K -4,223 -6%
Invesco
35
Invesco
Georgia
$702K -$34.8K -3,344 -5%
First Trust Advisors
36
First Trust Advisors
Illinois
$689K +$17.3K +1,662 +3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$591K +$89.5K +8,586 +18%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$555K -$74.5K -7,149 -12%
CCIA
39
Campbell & Co Investment Adviser
Maryland
$472K +$199K +19,118 +73%
Barclays
40
Barclays
United Kingdom
$395K +$338K +32,444 +589%
American Century Companies
41
American Century Companies
Missouri
$366K +$101K +9,705 +38%
AQR Capital Management
42
AQR Capital Management
Connecticut
$348K +$128K +12,286 +58%
UBS Group
43
UBS Group
Switzerland
$342K +$198K +18,996 +137%
Walleye Capital
44
Walleye Capital
New York
$297K -$40.6K -3,897 -12%
EGM
45
Engineers Gate Manager
New York
$296K -$67.6K -6,487 -19%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$290K +$26.7K +2,565 +10%
Stifel Financial
47
Stifel Financial
Missouri
$284K +$284K +27,250 New
SI
48
Stephens Inc
Arkansas
$262K – – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$256K – – –
Bank of America
50
Bank of America
North Carolina
$254K +$135K +12,990 +114%
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