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Potbelly
PBPB

Overview Fund Activity

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.

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

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$12.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.5M
3
FTCM
3
First Trust Capital Management
Illinois
$4.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.2M
5
ACM
5
Addison Clark Management
Connecticut
$1.44M

Top Sellers

1
CLM
1
ClearBridge LLC (Maryland)
Maryland
$0
2
ZIG
2
Zuckerman Investment Group
Illinois
$0
3
AR
3
Advisory Research
Illinois
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.6M
5
VCM
5
Vivaldi Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$23.1M -$492K -42,822 -2%
BlackRock
2
BlackRock
New York
$18.6M +$330K +28,706 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.6M -$6.46M -561,665 -28%
Morgan Stanley
4
Morgan Stanley
New York
$13.5M +$12M +1,042,374 +794%
AA
5
Ancora Advisors
Ohio
$12.5M +$12.5M +1,085,753 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.2M +$2.88M +250,465 +35%
TCM
7
Tributary Capital Management
Nebraska
$10.1M +$1.07M +92,689 +12%
SIMG
8
Stephens Investment Management Group
Texas
$7.61M -$58.1K -5,053 -0.8%
State Street
9
State Street
Massachusetts
$5.21M +$449K +39,033 +9%
William Blair & Company
10
William Blair & Company
Illinois
$4.49M -$9.73K -846 -0.2%
FTCM
11
First Trust Capital Management
Illinois
$4.1M +$4.1M +356,380 New
PAM
12
Panagora Asset Management
Massachusetts
$4M -$106K -9,186 -3%
CIM
13
Confluence Investment Management
Missouri
$3.44M +$514K +44,659 +18%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.26M +$12.7K +1,101 +0.4%
NC
15
Nicholas Company
Wisconsin
$3.26M +$245K +21,300 +8%
Northern Trust
16
Northern Trust
Illinois
$2.9M -$313K -27,251 -10%
OCM
17
Olstein Capital Management
New York
$2.8M -$1.49M -129,260 -35%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.69M -$116K -10,122 -4%
Millennium Management
19
Millennium Management
New York
$2.6M +$2.06K +179 +0.1%
AIM
20
Alambic Investment Management
California
$2.57M +$58.7K +5,100 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.38M +$138K +11,965 +6%
AFG
22
American Financial Group
Ohio
$2.3M – – –
Two Sigma Investments
23
Two Sigma Investments
New York
$2.28M +$118K +10,249 +5%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.24M -$308K -26,803 -12%
RIL
25
Rothschild Investment LLC
Illinois
$1.79M -$61.2K -5,325 -3%
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