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Rocky Mountain Chocolate Factory

37 hedge funds and large institutions have $25.6M invested in Rocky Mountain Chocolate Factory in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3637 (+1)

2% less capital invested

Capital invested by funds: $26.1M → $25.6M (-$529K)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.23M
Renaissance Technologies
2
Renaissance Technologies
New York
$3.93M +$112K +8,705 +3%
HCM
3
Hodges Capital Management
Texas
$3.67M +$479K +37,325 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.33M +$10.3K +800 +0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.07M
CM
6
Capital Management
Virginia
$1.99M +$184K +14,295 +10%
NSIM
7
North Star Investment Management
Illinois
$751K +$71.7K +5,580 +10%
FDS
8
First Dallas Securities
Texas
$745K -$2.61K -203 -0.3%
MC
9
Martin & Co
Tennessee
$517K +$5.14K +400 +1%
RHJA
10
Rice Hall James & Associates
California
$490K +$6.23K +485 +1%
Wells Fargo
11
Wells Fargo
California
$489K +$16.7K +1,301 +3%
GIP
12
Granite Investment Partners
California
$429K +$11.9K +930 +3%
Morgan Stanley
13
Morgan Stanley
New York
$317K -$5.79K -451 -2%
BFA
14
BlackRock Fund Advisors
California
$286K -$20.1K -1,564 -6%
SLG
15
Stanley-Laman Group
Pennsylvania
$282K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$255K
CIS
17
Connors Investor Services
Pennsylvania
$241K
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$225K +$1.28K +100 +0.6%
Northern Trust
19
Northern Trust
Illinois
$175K -$347 -27 -0.2%
Bank of America
20
Bank of America
North Carolina
$36K
BA
21
BlackRock Advisors
Delaware
$34K
Creative Planning
22
Creative Planning
Kansas
$16K
EARNEST Partners
23
EARNEST Partners
Georgia
$14K
Deutsche Bank
24
Deutsche Bank
Germany
$13K -$20.4K -1,591 -60%
US Bancorp
25
US Bancorp
Minnesota
$13K

RMCF Hedge Fund Activity: Q3 2014 in Review

37 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q3 2014, worth a combined $25.6M — down 2% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RMCF positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Hodges Capital Management, adding an estimated $479K. The largest seller was BlackRock Institutional Trust, exiting entirely with an estimated $71K sold.

  • 37 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q3 2014, up from 36 in Q2 2014.
  • Funds reported $25.6M of Rocky Mountain Chocolate Factory stock for Q3 2014, down 2% quarter-over-quarter.
  • 4 funds opened new Rocky Mountain Chocolate Factory positions in Q3 2014 and 3 closed out, a net change of +1 holder.
  • The largest Rocky Mountain Chocolate Factory buyer in Q3 2014 was Hodges Capital Management, an estimated $479K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q3 2014 was BlackRock Institutional Trust, an estimated $71K sold.

Based on aggregated 13F filings for Q3 2014.