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Potbelly

122 hedge funds and large institutions have $222M invested in Potbelly in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
Holders Change %
0%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
47
Reduced
39
Closed
11
Calls
$1.43M
Puts
$367K
Net Calls
+$1.07M
Net Calls Change
+$581K
Name Holding Trade Value Shares
Change
Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$24.9K +$12.6K +1,011 +102%
Creative Planning
102
Creative Planning
Kansas
$24K
FHA
103
First Horizon Advisors
Tennessee
$21K +$1.25K +96 +6%
NSIM
104
North Star Investment Management
Illinois
$14K
OC
105
Oakworth Capital
Alabama
$12K
Legal & General Group
106
Legal & General Group
United Kingdom
$8K
AG
107
Advisor Group
Arizona
$8K +$4.96K +419 +163%
FNBT
108
FineMark National Bank & Trust
Florida
$7K +$2.18K +178 +45%
MA
109
MUFG Americas
New York
$6K -$2.97K -255 -33%
MFBTD
110
MB Financial Bank - Trust Department
Illinois
$6K
TC
111
Trust Company
Kansas
$5K
Barclays
112
Barclays
United Kingdom
$5K +$5K +414 New
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$4K -$27.6K -2,000 -87%
TWI
114
Thomas White International
Illinois
$4K
ClearBridge Investments
115
ClearBridge Investments
New York
$3K +$3K +252 New
MFS
116
MSI Financial Services
Massachusetts
$2K -$1.3K -122 -39%
US Bancorp
117
US Bancorp
Minnesota
$2K
MFW
118
Mosaic Family Wealth
Missouri
$2K
GT
119
Glenmede Trust
Pennsylvania
$1K
TCIM
120
TIAA CREF Investment Management
New York
$913 -$18 -1,458 -2%
SIC
121
Salem Investment Counselors
North Carolina
$651 +$651 +5,239 New
VOYA Investment Management
122
VOYA Investment Management
Georgia
$151
WRF
123
Waddell & Reed Financial
Kansas
-$1.57M -125,400 Closed
TC
124
TFS Capital
Pennsylvania
-$1.34M -106,505 Closed
KA
125
Kerrisdale Advisers
Florida
-$1.2M -96,081 Closed