We are live on ! Find out more
RMCF icon

Rocky Mountain Chocolate Factory

38 hedge funds and large institutions have $27.7M invested in Rocky Mountain Chocolate Factory in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

3% less funds holding

Funds holding: 3938 (-1)

10% less capital invested

Capital invested by funds: $30.7M → $27.7M (-$3.01M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.95M -$269K -20,320 -4%
Renaissance Technologies
2
Renaissance Technologies
New York
$4.93M +$89.5K +6,769 +2%
CM
3
Capital Management
Virginia
$3M +$413K +31,219 +16%
HCM
4
Hodges Capital Management
Texas
$2.69M -$288K -21,800 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.45M -$8.83K -668 -0.4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.39M +$97.1K +7,344 +4%
Wells Fargo
7
Wells Fargo
California
$1.76M +$43.8K +3,312 +3%
NSIM
8
North Star Investment Management
Illinois
$854K
MC
9
Martin & Co
Tennessee
$559K +$3.97K +300 +0.7%
RHJA
10
Rice Hall James & Associates
California
$485K -$51K -3,859 -9%
FDS
11
First Dallas Securities
Texas
$394K -$123K -9,315 -24%
Morgan Stanley
12
Morgan Stanley
New York
$331K +$2.66K +201 +0.8%
SLG
13
Stanley-Laman Group
Pennsylvania
$273K
BFA
14
BlackRock Fund Advisors
California
$271K -$34K -2,568 -11%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$268K
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$260K +$11.9K +900 +5%
CIS
17
Connors Investor Services
Pennsylvania
$253K
SA
18
Strategic Advisors
New York
$198K +$199K +15,013 New
Northern Trust
19
Northern Trust
Illinois
$156K -$19.7K -1,493 -11%
Deutsche Bank
20
Deutsche Bank
Germany
$51K -$15.5K -1,169 -23%
Bank of America
21
Bank of America
North Carolina
$38K
BA
22
BlackRock Advisors
Delaware
$36K
PCM
23
Prelude Capital Management
New York
$28K +$9.24K +699 +50%
UBS Group
24
UBS Group
Switzerland
$20K -$27.2K -2,060 -57%
EARNEST Partners
25
EARNEST Partners
Georgia
$14K

RMCF Hedge Fund Activity: Q2 2015 in Review

38 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q2 2015, worth a combined $27.7M — down 9.8% from $30.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RMCF and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.

The largest buyer was Capital Management, adding an estimated $413K. The largest seller was Granite Investment Partners, exiting entirely with an estimated $1.26M sold.

  • 38 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q2 2015, down from 39 in Q1 2015.
  • Funds reported $27.7M of Rocky Mountain Chocolate Factory stock for Q2 2015, down 9.8% quarter-over-quarter.
  • 2 funds opened new Rocky Mountain Chocolate Factory positions in Q2 2015 and 3 closed out, a net change of -1 holder.
  • The largest Rocky Mountain Chocolate Factory buyer in Q2 2015 was Capital Management, an estimated $413K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q2 2015 was Granite Investment Partners, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2015.