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Rocky Mountain Chocolate Factory

33 hedge funds and large institutions have $28M invested in Rocky Mountain Chocolate Factory in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% more ownership

Funds ownership: 39.35%40.38% (+1%)

3% more capital invested

Capital invested by funds: $27.1M → $28M (+$840K)

6% less funds holding

Funds holding: 3533 (-2)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.99M
Renaissance Technologies
2
Renaissance Technologies
New York
$5.99M -$220K -19,100 -4%
CM
3
Capital Management
Virginia
$3.14M +$69.8K +6,050 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.42M +$83K +7,195 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.25M -$6.57K -569 -0.3%
NSIM
6
North Star Investment Management
Illinois
$1.57M
SGAM
7
Steinberg Global Asset Management
Florida
$870K +$849K +73,585 New
Morgan Stanley
8
Morgan Stanley
New York
$603K +$58.3K +5,055 +11%
CCMINC
9
Cardinal Capital Management Inc (North Carolina)
North Carolina
$517K +$56.1K +4,864 +12%
BCM
10
Bridgeway Capital Management
Texas
$373K
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$317K -$13K -1,123 -4%
RHJA
12
Rice Hall James & Associates
California
$315K +$138 +12 +0%
LSV Asset Management
13
LSV Asset Management
Illinois
$314K
AG
14
Algert Global
California
$310K +$49K +4,250 +19%
BlackRock
15
BlackRock
New York
$267K -$969 -84 -0.4%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$240K
Wells Fargo
17
Wells Fargo
California
$232K -$34.6K -3,001 -13%
PTC
18
Philadelphia Trust Company
Pennsylvania
$222K +$216K +18,750 New
GS
19
Girard Securities
California
$206K -$137K -11,913 -41%
RJA
20
Raymond James & Associates
Florida
$194K +$190K +16,450 New
SA
21
Strategic Advisors
New York
$177K
Northern Trust
22
Northern Trust
Illinois
$168K
Deutsche Bank
23
Deutsche Bank
Germany
$113K -$175K -15,129 -61%
PAM
24
Panagora Asset Management
Massachusetts
$81K -$17K -1,476 -18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$27K +$18.4K +1,593 +219%

RMCF Hedge Fund Activity: Q3 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q3 2017, worth a combined $28M — up 3.1% from $27.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RMCF and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Steinberg Global Asset Management, opening a new position worth an estimated $849K. The largest seller was Renaissance Technologies, cutting an estimated $220K.

  • 33 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q3 2017, down from 35 in Q2 2017.
  • Funds reported $28M of Rocky Mountain Chocolate Factory stock for Q3 2017, up 3.1% quarter-over-quarter.
  • 3 funds opened new Rocky Mountain Chocolate Factory positions in Q3 2017 and 5 closed out, a net change of -2 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q3 2017 was Steinberg Global Asset Management, an estimated $849K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q3 2017 was Renaissance Technologies, an estimated $220K sold.

Based on aggregated 13F filings for Q3 2017.