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Rocky Mountain Chocolate Factory

28 hedge funds and large institutions have $20.8M invested in Rocky Mountain Chocolate Factory in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

3.4% less ownership

Funds ownership: 44.91%41.51% (-3.4%)

10% less funds holding

Funds holding: 3128 (-3)

14% less capital invested

Capital invested by funds: $24.1M → $20.8M (-$3.32M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
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
$4.89M
Renaissance Technologies
2
Renaissance Technologies
New York
$4.01M +$57.7K +6,216 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.39M +$62.2K +6,708 +2%
FM
4
Fondren Management
Texas
$2.25M +$1.07M +115,380 +75%
THWM
5
Taylor Hoffman Wealth Management
Virginia
$1.8M -$599K -64,550 -23%
NSIM
6
North Star Investment Management
Illinois
$1.78M +$94.6K +10,200 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.57M -$44.2K -4,760 -2%
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$425K +$7.77K +838 +2%
BCM
9
Bridgeway Capital Management
Texas
$320K +$60.3K +6,500 +21%
BlackRock
10
BlackRock
New York
$254K +$17K +1,831 +6%
SCP
11
Seizert Capital Partners
Michigan
$200K -$18K -1,938 -8%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$171K
Wells Fargo
13
Wells Fargo
California
$152K -$15.7K -1,695 -9%
SA
14
Strategic Advisors
New York
$126K
Northern Trust
15
Northern Trust
Illinois
$109K -$5.14K -554 -4%
Morgan Stanley
16
Morgan Stanley
New York
$107K -$13K -1,402 -10%
Deutsche Bank
17
Deutsche Bank
Germany
$64K +$57.8K +6,232 +440%
UBS Group
18
UBS Group
Switzerland
$51K +$11.9K +1,283 +27%
EARNEST Partners
19
EARNEST Partners
Georgia
$48K
PAM
20
Panagora Asset Management
Massachusetts
$36K -$1.43K -154 -3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$4K
US Bancorp
22
US Bancorp
Minnesota
$4K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3K
FCA
24
FinTrust Capital Advisors
South Carolina
$2K
JP Morgan Chase
25
JP Morgan Chase
New York
$1K

RMCF Hedge Fund Activity: Q2 2019 in Review

28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q2 2019, worth a combined $20.8M — down 14% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RMCF and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Fondren Management, adding an estimated $1.07M. The largest seller was Capital Management, exiting entirely with an estimated $2.39M sold.

  • 28 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q2 2019, down from 31 in Q1 2019.
  • Funds reported $20.8M of Rocky Mountain Chocolate Factory stock for Q2 2019, down 14% quarter-over-quarter.
  • 1 fund opened new Rocky Mountain Chocolate Factory positions in Q2 2019 and 4 closed out, a net change of -3 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q2 2019 was Fondren Management, an estimated $1.07M added.
  • The largest Rocky Mountain Chocolate Factory seller in Q2 2019 was Capital Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2019.