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Potbelly
PBPB

Overview Fund Activity

132 hedge funds and large institutions have $230M invested in Potbelly in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
132
Holders Change
+10
Holders Change %
+8.2%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
57
Reduced
37
Closed
13
Calls
$686K
Puts
$179K
Net Calls
+$507K
Net Calls Change
-$559K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$4.39M
2
NC
2
Nicholas Company
Wisconsin
$3.04M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$2.18M
4
CLM
4
ClearBridge LLC (Maryland)
Maryland
$9.48M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.96M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$2.06M
2
SIMG
2
Stephens Investment Management Group
Texas
$8.46M
3
WHI
3
William Harris Investors
Illinois
$4.17M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$138K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
101
Bank of America
North Carolina
$65K -$17.1K -1,325 -21%
Legal & General Group
102
Legal & General Group
United Kingdom
$56K +$47.6K +3,664 +567%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$38K -$2.7K -214 -7%
TRCT
104
Tower Research Capital (TRC)
New York
$26K +$26K +2,043 New
Creative Planning
105
Creative Planning
Kansas
$25K +$443 +35 +2%
BlackRock
106
BlackRock
New York
$23K -$49.8K -3,871 -68%
FHA
107
First Horizon Advisors
Tennessee
$21K – – –
AG
108
Advisor Group
Arizona
$15K +$6.31K +491 +73%
NSIM
109
North Star Investment Management
Illinois
$14K – – –
ClearBridge Investments
110
ClearBridge Investments
New York
$13K +$9.77K +763 +303%
CG
111
Cutler Group
California
$12K -$49.1K -4,000 -80%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$11.8K -$14K -1,088 -54%
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$11K +$7.41K +599 +207%
Simplex Trading
114
Simplex Trading
Illinois
$10K +$10K +800 New
FNBT
115
FineMark National Bank & Trust
Florida
$7K -$189 -15 -3%
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$7K +$7K +580 New
TC
117
Trust Company
Kansas
$5K – – –
AA
118
AlphaMark Advisors
Kentucky
$5K +$5K +400 New
CFD
119
Creative Financial Designs
Indiana
$5K +$5K +400 New
TWI
120
Thomas White International
Illinois
$4K – – –
MA
121
MUFG Americas
New York
$3K -$3.18K -265 -51%
MFW
122
Mosaic Family Wealth
Missouri
$3K – – –
CPIG
123
Chicago Partners Investment Group
Illinois
$3K +$3K +200 New
IWM
124
IHT Wealth Management
Illinois
$3K +$3K +200 New
OFW
125
Omnia Family Wealth
Florida
$3K +$3K +261 New
2 3 4
5
6