We are live on ! Find out more
RMCF icon

Rocky Mountain Chocolate Factory

31 hedge funds and large institutions have $24.1M invested in Rocky Mountain Chocolate Factory in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $22.2M → $24.1M (+$1.92M)

0.85% more ownership

Funds ownership: 44.06%44.91% (+0.85%)

9% less funds holding

Funds holding: 3431 (-3)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
6
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.25M
Renaissance Technologies
2
Renaissance Technologies
New York
$4.25M -$153K -17,232 -4%
THWM
3
Taylor Hoffman Wealth Management
Virginia
$2.52M -$213K -24,022 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.51M +$20.4K +2,300 +0.8%
CM
5
Capital Management
Virginia
$2.39M -$77.8K -8,773 -3%
NSIM
6
North Star Investment Management
Illinois
$1.82M +$13.8K +1,550 +0.8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.73M
FM
8
Fondren Management
Texas
$1.38M +$939K +105,865 +224%
CCMINC
9
Cardinal Capital Management Inc (North Carolina)
North Carolina
$448K +$19K +2,137 +4%
BCM
10
Bridgeway Capital Management
Texas
$285K
BlackRock
11
BlackRock
New York
$257K -$12.8K -1,442 -5%
SCP
12
Seizert Capital Partners
Michigan
$232K +$228K +25,733 New
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$183K
Wells Fargo
14
Wells Fargo
California
$178K -$32K -3,601 -15%
SA
15
Strategic Advisors
New York
$135K
Morgan Stanley
16
Morgan Stanley
New York
$127K -$12.7K -1,433 -9%
Northern Trust
17
Northern Trust
Illinois
$122K +$4.92K +555 +4%
PTC
18
Philadelphia Trust Company
Pennsylvania
$92K -$8.87K -1,000 -9%
EARNEST Partners
19
EARNEST Partners
Georgia
$51K
UBS Group
20
UBS Group
Switzerland
$43K
PAM
21
Panagora Asset Management
Massachusetts
$40K -$3.19K -359 -7%
TRCT
22
Tower Research Capital (TRC)
New York
$20K -$10.6K -1,199 -35%
Deutsche Bank
23
Deutsche Bank
Germany
$12K -$16.5K -1,861 -57%
Bank of America
24
Bank of America
North Carolina
$5K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5K

RMCF Hedge Fund Activity: Q1 2019 in Review

31 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q1 2019, worth a combined $24.1M — up 8.6% from $22.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RMCF and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Fondren Management, adding an estimated $939K. The largest seller was Taylor Hoffman Wealth Management, cutting an estimated $213K.

  • 31 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q1 2019, down from 34 in Q4 2018.
  • Funds reported $24.1M of Rocky Mountain Chocolate Factory stock for Q1 2019, up 8.6% quarter-over-quarter.
  • 1 fund opened new Rocky Mountain Chocolate Factory positions in Q1 2019 and 4 closed out, a net change of -3 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q1 2019 was Fondren Management, an estimated $939K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q1 2019 was Taylor Hoffman Wealth Management, an estimated $213K sold.

Based on aggregated 13F filings for Q1 2019.