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Rocky Mountain Chocolate Factory

32 hedge funds and large institutions have $25M invested in Rocky Mountain Chocolate Factory in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $22.3M → $25M (+$2.79M)

0.61% more ownership

Funds ownership: 37.34%37.95% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less funds holding

Funds holding: 3832 (-6)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
32
Holders Change
-6
Holders Change %
-15.79%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.03M
Renaissance Technologies
2
Renaissance Technologies
New York
$5.73M +$220K +19,885 +4%
CM
3
Capital Management
Virginia
$3.21M -$21.6K -1,950 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.19M +$12.5K +1,132 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.08M +$20.7K +1,871 +1%
NSIM
6
North Star Investment Management
Illinois
$1.44M +$302K +27,300 +27%
RHJA
7
Rice Hall James & Associates
California
$496K +$144K +12,963 +42%
BCC
8
Biglari Capital Corp
Texas
$424K -$523K -47,252 -56%
Morgan Stanley
9
Morgan Stanley
New York
$388K +$15K +1,357 +4%
CCMINC
10
Cardinal Capital Management Inc (North Carolina)
North Carolina
$364K +$8.05K +727 +2%
BCM
11
Bridgeway Capital Management
Texas
$356K
BlackRock
12
BlackRock
New York
$345K +$339K +30,573 New
GS
13
Girard Securities
California
$322K -$14.3K -1,291 -4%
LSV Asset Management
14
LSV Asset Management
Illinois
$300K +$224K +20,258 +319%
Wells Fargo
15
Wells Fargo
California
$266K -$18.2K -1,647 -7%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$229K
AG
17
Algert Global
California
$216K +$212K +19,108 New
Deutsche Bank
18
Deutsche Bank
Germany
$173K +$24.9K +2,250 +17%
Northern Trust
19
Northern Trust
Illinois
$170K +$15.1K +1,363 +10%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$107K +$39.5K +3,565 +60%
AIM
21
Acrospire Investment Management
Illinois
$93K +$61.8K +5,583 +208%
PAM
22
Panagora Asset Management
Massachusetts
$44K
GWM
23
Geneos Wealth Management
Colorado
$26K -$19.9K -1,800 -43%
Creative Planning
24
Creative Planning
Kansas
$9K +$1.16K +105 +16%
UBS Group
25
UBS Group
Switzerland
$8K

RMCF Hedge Fund Activity: Q1 2017 in Review

32 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q1 2017, worth a combined $25M — up 13% from $22.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RMCF and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 13 added.

The largest buyer was BlackRock, opening a new position worth an estimated $339K. The largest seller was Biglari Capital Corp, cutting an estimated $523K.

  • 32 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q1 2017, down from 38 in Q4 2016.
  • Funds reported $25M of Rocky Mountain Chocolate Factory stock for Q1 2017, up 13% quarter-over-quarter.
  • 2 funds opened new Rocky Mountain Chocolate Factory positions in Q1 2017 and 4 closed out, a net change of -2 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q1 2017 was BlackRock, an estimated $339K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q1 2017 was Biglari Capital Corp, an estimated $523K sold.

Based on aggregated 13F filings for Q1 2017.