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Potbelly
PBPB

Overview Fund Activity

113 hedge funds and large institutions have $208M invested in Potbelly in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
17
Increased
35
Reduced
34
Closed
13
Calls
$428K
Puts
$2K
Net Calls
+$426K
Net Calls Change
-$305K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$1.84M
2
VCG
Vantage Consulting Group
Virginia
$1.55M
3
HCM
Hodges Capital Management
Texas
$5.09M
4
Citadel Advisors
Citadel Advisors
Florida
$1.62M
5
American Century Companies
American Century Companies
Missouri
$1.39M

Top Sellers

1
Millennium Management
Millennium Management
New York
$3.77M
2
AQR Capital Management
AQR Capital Management
Connecticut
$0
3
WSL
Western Standard LLC
California
$3.11M
4
BFM
Boothbay Fund Management
New York
$862K
5
SAM
Soviero Asset Management
New York
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$5.65K -$1.88K -200 -25%
VWM
102
Venturi Wealth Management
Texas
$5.16K – – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$4K -$755 -71 -16%
PD
104
Point72 (DIFC)
United Arab Emirates
$3.13K +$3.13K +332 New
GI
105
GAMMA Investing
California
$2.41K +$1.97K +209 +445%
MA
106
MCF Advisors
Kentucky
$1.98K – – –
Jones Financial Companies
107
Jones Financial Companies
Missouri
$1.88K – – –
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$1.68K – – –
Comerica Bank
109
Comerica Bank
Texas
$1.39K +$113 +12 +9%
T
110
Transce3nd
Texas
$603 +$603 +64 New
RIL
111
Rothschild Investment LLC
Illinois
$471 +$141 +15 +43%
SCM
112
Sterling Capital Management
North Carolina
$264 – – –
FGA
113
Fortis Group Advisors
New Jersey
$188 – – –
AQR Capital Management
114
AQR Capital Management
Connecticut
– -$672K -80,572 Closed
Two Sigma Advisers
115
Two Sigma Advisers
New York
– -$215K -25,800 Closed
NLP
116
Next Level Private
New York
– -$182K -21,853 Closed
TSS
117
Two Sigma Securities
New York
– -$102K -12,183 Closed
QL
118
Quarry LP
New York
– -$91.1K -10,925 Closed
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$88.1K -10,565 Closed
VOYA Investment Management
120
VOYA Investment Management
Georgia
– -$86.1K -10,321 Closed
NC
121
nVerses Capital
Florida
– -$22.5K -2,700 Closed
Allspring Global Investments
122
Allspring Global Investments
North Carolina
– -$3.4K -408 Closed
Group One Trading
123
Group One Trading
Illinois
– -$1.42K -170 Closed
TWD
124
True Wealth Design
Ohio
– -$759 -91 Closed
CPA
125
Capital Performance Advisors
California
– -$584 -70 Closed
2 3 4
5
6