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Potbelly

116 hedge funds and large institutions have $204M invested in Potbelly in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
43
Closed
26
Calls
$3.44M
Puts
$2.54M
Net Calls
+$900K
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Shares
Change %
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$23K
TRCT
102
Tower Research Capital (TRC)
New York
$22K +$22K +1,912 New
Creative Planning
103
Creative Planning
Kansas
$20K -$2.33K -200 -10%
AIP
104
Ameritas Investment Partners
Nebraska
$19K
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$18K -$2.77K -244 -13%
AG
106
Advisor Group
Arizona
$14K +$2.1K +181 +18%
MAM
107
Meeder Asset Management
Ohio
$14K +$12.1K +1,068 +655%
NSIM
108
North Star Investment Management
Illinois
$13K
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$10K +$10K +901 New
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$9K +$1.36K +115 +18%
AIM
111
Acrospire Investment Management
Illinois
$6K -$72.9K -6,860 -92%
AA
112
AlphaMark Advisors
Kentucky
$5K
TC
113
Trust Company
Kansas
$5K
MA
114
MUFG Americas
New York
$3K
MFW
115
Mosaic Family Wealth
Missouri
$2K
Walleye Trading
116
Walleye Trading
New York
$257 +$236 +20,505 +1,102%
CLM
117
ClearBridge LLC (Maryland)
Maryland
-$11.1M -795,694 Closed
ZIG
118
Zuckerman Investment Group
Illinois
-$8.05M -579,042 Closed
AR
119
Advisory Research
Illinois
-$6.65M -478,065 Closed
VCM
120
Vivaldi Capital Management
Illinois
-$3.29M -236,380 Closed
Comerica Bank
121
Comerica Bank
Texas
-$3.08M -221,989 Closed
RHJA
122
Rice Hall James & Associates
California
-$2.37M -170,506 Closed
OAM
123
Oxford Asset Management
United Kingdom
-$1.78M -128,096 Closed
First Trust Advisors
124
First Trust Advisors
Illinois
-$568K -40,839 Closed
LPL Financial
125
LPL Financial
California
-$465K -33,434 Closed