PBPB icon

Potbelly
PBPB

Overview Fund Activity

118 hedge funds and large institutions have $254M invested in Potbelly in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+28
Holders Change %
+31.11%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
31
Reduced
36
Closed
10
Calls
$1.96M
Puts
$540K
Net Calls
+$1.42M
Net Calls Change
+$1.19M

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
$13.9M
2
RAM
Readystate Asset Management
Illinois
$6.25M
3
SAM
Silvercrest Asset Management
New York
$5.82M
4
CP
CenterBook Partners
Connecticut
$4.67M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3.64M

Top Sellers

1
ACM
Archon Capital Management
Washington
$5.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$15M
3
HA
Heartland Advisors
Wisconsin
$8.54M
4
Cerity Partners
Cerity Partners
New York
$0
5
SAM
Soviero Asset Management
New York
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$14K -$61.4K -5,072 -81%
NSIM
102
North Star Investment Management
Illinois
$12.1K – – –
AB
103
Amalgamated Bank
New York
$11K -$35.2K -2,815 -76%
IA
104
IFP Advisors
Florida
$10.9K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$9.69K +$9.69K +800 New
TWC
106
TD Waterhouse Canada
Ontario, Canada
$5.49K +$5.49K +491 New
UBS AM
107
UBS AM
Illinois
$4.93K +$4.93K +407 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$4.51K -$618 -51 -12%
Comerica Bank
109
Comerica Bank
Texas
$3.17K – – –
MA
110
MCF Advisors
Kentucky
$2.54K +$2.54K +210 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.21K +$1.21K +100 New
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$1.01K +$1.01K +83 New
CPG
113
Cornerstone Planning Group
New Jersey
$812 +$812 +82 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$484 +$484 +40 New
FGA
115
Fortis Group Advisors
New Jersey
$242 -$242 -20 -50%
AWM
116
Avior Wealth Management
Nebraska
$72 +$72 +6 New
PA
117
Parallel Advisors
California
$48 – – –
Cerity Partners
118
Cerity Partners
New York
– -$2.91M -279,182 Closed
AFG
119
American Financial Group
Ohio
– -$1.04M -100,000 Closed
Walleye Capital
120
Walleye Capital
New York
– -$297K -28,474 Closed
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
– -$256K -24,550 Closed
QC
122
Quadrature Capital
United Kingdom
– -$216K -20,802 Closed
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
– -$149K -14,278 Closed
VOYA Investment Management
124
VOYA Investment Management
Georgia
– -$120K -11,531 Closed
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$108K -10,322 Closed
2 3 4
5
6