We are live on ! Find out more
RMCF icon

Rocky Mountain Chocolate Factory

24 hedge funds and large institutions have $8.51M invested in Rocky Mountain Chocolate Factory in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2524 (-1)

4.53% less ownership

Funds ownership: 37.58%33.05% (-4.5%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

21% less capital invested

Capital invested by funds: $10.8M → $8.51M (-$2.31M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
5
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.78M +$63.1K +14,200 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.22M +$243K +54,712 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.12M -$8.39K -1,888 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$766K
NSIM
5
North Star Investment Management
Illinois
$655K -$372K -83,600 -35%
FM
6
Fondren Management
Texas
$309K -$622K -140,011 -66%
BCM
7
Bridgeway Capital Management
Texas
$162K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$82K
BlackRock
9
BlackRock
New York
$74K -$52.6K -11,836 -40%
Creative Planning
10
Creative Planning
Kansas
$66K +$22.7K +5,116 +50%
Morgan Stanley
11
Morgan Stanley
New York
$63K -$3.83K -861 -5%
SA
12
Strategic Advisors
New York
$59K
Northern Trust
13
Northern Trust
Illinois
$47K -$8.1K -1,823 -14%
MRCM
14
M&R Capital Management
New Jersey
$38K +$40.5K +9,100 New
Wells Fargo
15
Wells Fargo
California
$34K -$67.6K -15,218 -66%
EARNEST Partners
16
EARNEST Partners
Georgia
$24K
TRCT
17
Tower Research Capital (TRC)
New York
$9K +$8.73K +1,965 +1,293%
THWM
18
Taylor Hoffman Wealth Management
Virginia
$4K +$4.45K +1,000 New
US Bancorp
19
US Bancorp
Minnesota
$2K
FCA
20
FinTrust Capital Advisors
South Carolina
$1K
Bank of America
21
Bank of America
North Carolina
$1K +$662 +149 New
CCMINC
22
Cardinal Capital Management Inc (North Carolina)
North Carolina
-$296K -61,730 Closed
CM
23
Caption Management
Oklahoma
-$86K -17,864 Closed
UBS Group
24
UBS Group
Switzerland
-$9K -1,764 Closed
RCG
25
Rock Creek Group
District of Columbia
-$4K -820 Closed

RMCF Hedge Fund Activity: Q2 2020 in Review

24 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q2 2020, worth a combined $8.51M — down 21% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RMCF and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Renaissance Technologies, adding an estimated $243K. The largest seller was Fondren Management, cutting an estimated $622K.

  • 24 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q2 2020, down from 25 in Q1 2020.
  • Funds reported $8.51M of Rocky Mountain Chocolate Factory stock for Q2 2020, down 21% quarter-over-quarter.
  • 4 funds opened new Rocky Mountain Chocolate Factory positions in Q2 2020 and 5 closed out, a net change of -1 holder.
  • The largest Rocky Mountain Chocolate Factory buyer in Q2 2020 was Renaissance Technologies, an estimated $243K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q2 2020 was Fondren Management, an estimated $622K sold.

Based on aggregated 13F filings for Q2 2020.