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Rocky Mountain Chocolate Factory

29 hedge funds and large institutions have $22.8M invested in Rocky Mountain Chocolate Factory in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 41.35%41.19% (-0.16%)

1% less capital invested

Capital invested by funds: $23M → $22.8M (-$205K)

9% less funds holding

Funds holding: 3229 (-3)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
6
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.71M +$225K +25,149 +4%
Renaissance Technologies
2
Renaissance Technologies
New York
$4.44M +$44.9K +5,020 +1%
FM
3
Fondren Management
Texas
$2.67M +$64.4K +7,200 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.44M +$501 +56 +0%
NSIM
5
North Star Investment Management
Illinois
$2.15M +$87.6K +9,800 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.7M -$19.6K -2,192 -1%
THWM
7
Taylor Hoffman Wealth Management
Virginia
$1.5M -$368K -41,105 -20%
CCMINC
8
Cardinal Capital Management Inc (North Carolina)
North Carolina
$470K -$6.85K -766 -1%
BCM
9
Bridgeway Capital Management
Texas
$352K
BlackRock
10
BlackRock
New York
$274K -$367 -41 -0.1%
SCP
11
Seizert Capital Partners
Michigan
$209K -$10.5K -1,170 -5%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$188K
Wells Fargo
13
Wells Fargo
California
$148K -$16.6K -1,855 -10%
SA
14
Strategic Advisors
New York
$139K
Morgan Stanley
15
Morgan Stanley
New York
$118K
Northern Trust
16
Northern Trust
Illinois
$117K -$1.47K -164 -1%
CM
17
Caption Management
Oklahoma
$60K +$57.7K +6,454 New
EARNEST Partners
18
EARNEST Partners
Georgia
$52K
RCG
19
Rock Creek Group
District of Columbia
$39K -$1.08K -121 -3%
Deutsche Bank
20
Deutsche Bank
Germany
$12K -$18K -2,008 -57%
UBS Group
21
UBS Group
Switzerland
$12K -$1.14K -127 -9%
CTC
22
Central Trust Company
Missouri
$5K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$5K
US Bancorp
24
US Bancorp
Minnesota
$4K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3K -$384 -43 -11%

RMCF Hedge Fund Activity: Q4 2019 in Review

29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q4 2019, worth a combined $22.8M — down 0.89% from $23M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RMCF and 1 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 6 added.

The largest buyer was Fidelity Investments, adding an estimated $225K. The largest seller was Taylor Hoffman Wealth Management, cutting an estimated $368K.

  • 29 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q4 2019, down from 32 in Q3 2019.
  • Funds reported $22.8M of Rocky Mountain Chocolate Factory stock for Q4 2019, down 0.89% quarter-over-quarter.
  • 1 fund opened new Rocky Mountain Chocolate Factory positions in Q4 2019 and 4 closed out, a net change of -3 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q4 2019 was Fidelity Investments, an estimated $225K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q4 2019 was Taylor Hoffman Wealth Management, an estimated $368K sold.

Based on aggregated 13F filings for Q4 2019.