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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 %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$108K +$108K +12,971 New
Corient Private Wealth
52
Corient Private Wealth
Florida
$102K – – –
Charles Schwab
53
Charles Schwab
California
$97.4K +$97.4K +11,690 New
JFG
54
Jefferies Financial Group
New York
$93K +$93K +11,167 New
Barclays
55
Barclays
United Kingdom
$87K +$87K +10,482 New
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$46.1K +$46.1K +5,540 New
SIC
57
Salem Investment Counselors
North Carolina
$43.6K – – –
PMEF
58
Point72 Middle East FZE
United Arab Emirates
$40.9K +$40.9K +4,905 New
TRCT
59
Tower Research Capital (TRC)
New York
$22K -$225K -26,470 -91%
DWA
60
Dorsey Wright & Associates
California
$21.7K +$21.7K +2,609 New
Federated Hermes
61
Federated Hermes
Pennsylvania
$18.1K +$12.7K +1,529 +236%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$18K +$17.8K +2,102 +8,408%
IA
63
IFP Advisors
Florida
$11.9K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$9K +$8.54K +922 +1,844%
NSIM
65
North Star Investment Management
Illinois
$8.33K – – –
QL
66
Quarry LP
New York
$8.16K +$8.16K +979 New
DFCM
67
Dark Forest Capital Management
Puerto Rico
$7.18K -$3.36K -403 -32%
UBS Group
68
UBS Group
Switzerland
$6.37K -$167 -20 -3%
Osaic Holdings
69
Osaic Holdings
Arizona
$4.17K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$2.66K – – –
LFG
71
Larson Financial Group
Missouri
$1.47K – – –
Wells Fargo
72
Wells Fargo
California
$1.36K +$17 +2 +1%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$204 – – –
Citigroup
74
Citigroup
New York
$58 +$58 +7 New
PA
75
Parallel Advisors
California
$33 – – –
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