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Potbelly
PBPB

Overview Fund Activity

126 hedge funds and large institutions have $255M invested in Potbelly in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
61
Reduced
31
Closed
14
Calls
$483K
Puts
$2.85M
Net Calls
-$2.36M
Net Calls Change
-$2.87M

Top Buyers

1
BlackRock
1
BlackRock
New York
$22M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$3.93M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10M
4
TCM
4
Tributary Capital Management
Nebraska
$11M
5
NI
5
Numeric Investors
Massachusetts
$2.75M

Top Sellers

1
HAI
1
Hennessy Advisors Inc
California
$0
2
OAM
2
Oxford Asset Management
United Kingdom
$1.78M
3
Millennium Management
3
Millennium Management
New York
$3.14M
4
SIM
4
Spark Investment Management
New York
$375K
5
AR
5
Advisory Research
Illinois
$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$35K -$6.42K -467 -16%
CG
102
Cutler Group
California
$33K +$19.5K +1,415 +145%
ClearBridge Investments
103
ClearBridge Investments
New York
$29K +$15K +1,087 +107%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$28K +$28K +2,000 New
Creative Planning
105
Creative Planning
Kansas
$27K -$846 -60 -3%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$26K +$13.4K +939 +106%
AIP
107
Ameritas Investment Partners
Nebraska
$23K +$23K +1,684 New
FHA
108
First Horizon Advisors
Tennessee
$22K – – –
NSIM
109
North Star Investment Management
Illinois
$15K – – –
AG
110
Advisor Group
Arizona
$14K -$1.92K -141 -12%
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$9K +$907 +65 +11%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$8.54K -$4.17K -300 -33%
TC
113
Trust Company
Kansas
$6K – – –
CFD
114
Creative Financial Designs
Indiana
$6K – – –
AA
115
AlphaMark Advisors
Kentucky
$6K – – –
TWI
116
Thomas White International
Illinois
$4K – – –
IWM
117
IHT Wealth Management
Illinois
$3K – – –
CPIG
118
Chicago Partners Investment Group
Illinois
$3K – – –
MFW
119
Mosaic Family Wealth
Missouri
$3K – – –
MA
120
MUFG Americas
New York
$3K – – –
QCG
121
Quadrant Capital Group
Ohio
$2K +$1.12K +103 +127%
MAM
122
Meeder Asset Management
Ohio
$2K +$2K +163 New
OFW
123
Omnia Family Wealth
Florida
$1K -$1.75K -166 -64%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$1K +$333 +26 +50%
FANJ
125
Financial Architects (New Jersey)
New Jersey
$1K +$1K +93 New
2 3 4
5
6