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Potbelly
PBPB

Overview Fund Activity

90 hedge funds and large institutions have $141M invested in Potbelly in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
21
Reduced
28
Closed
11
Calls
$228K
Puts
$766K
Net Calls
-$538K
Net Calls Change
-$1.09M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.2M
2
Cerity Partners
2
Cerity Partners
New York
$2.28M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$5.76M
4
BFM
4
Boothbay Fund Management
New York
$1.05M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$854K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$229K
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$219K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$149K 19,064 -7,158 -27%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$138K 17,739 -11,236 -39%
Man Group
53
Man Group
United Kingdom
– – -82,276 Closed
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$111K 14,278 – –
MIM
55
MetLife Investment Management
New Jersey
$109K 13,924 – –
UBS Group
56
UBS Group
Switzerland
$108K 13,867 -2,154 -13%
Truist Financial
57
Truist Financial
North Carolina
$106K 13,570 +13,570 New
XT
58
XTX Topco
Cayman Islands
$104K 13,288 -5,766 -30%
AIG
59
American International Group
New York
$102K 13,026 +462 +4%
Deutsche Bank
60
Deutsche Bank
Germany
$101K 12,983 +10,968 +544%
Goldman Sachs
61
Goldman Sachs
New York
$94.4K 12,102 +12,102 New
Bank of America
62
Bank of America
North Carolina
$89.1K 11,427 +7,823 +217%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$86.8K 11,131 – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.4K 11,075 – –
Corient Private Wealth
65
Corient Private Wealth
Florida
$78K 10,000 – –
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$44.9K 5,759 -2,924 -34%
Barclays
67
Barclays
United Kingdom
$42K 5,512 +283 +5%
SIC
68
Salem Investment Counselors
North Carolina
$40.9K 5,239 – –
Wells Fargo
69
Wells Fargo
California
$40.6K 5,207 -5,670 -52%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$37.2K 4,771 +4,771 New
AB
71
Amalgamated Bank
New York
$31K 3,957 – –
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$30K 3,903 +976 +33%
Legal & General Group
73
Legal & General Group
United Kingdom
$23.5K 3,016 – –
Group One Trading
74
Group One Trading
Illinois
$23.4K 3,000 +3,000 New
Simplex Trading
75
Simplex Trading
Illinois
$21K 2,707 +2,707 New
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3
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