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Rocky Mountain Chocolate Factory

22 hedge funds and large institutions have $11.9M invested in Rocky Mountain Chocolate Factory in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2122 (+1)

0.06% more ownership

Funds ownership: 26.15%26.21% (+0.06%)

3% less capital invested

Capital invested by funds: $12.2M → $11.9M (-$339K)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.29M +$315K +40,000 +7%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.11M -$123K -15,581 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.92M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.12M -$192K -24,352 -14%
RAM
5
Redmond Asset Management
Virginia
$465K
BCM
6
Bridgeway Capital Management
Texas
$171K
BlackRock
7
BlackRock
New York
$150K -$15.2K -1,930 -9%
NFSG
8
Newbridge Financial Services Group
Florida
$127K -$157K -19,900 -54%
SA
9
Strategic Advisors
New York
$111K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$100K +$107K +13,538 New
Morgan Stanley
11
Morgan Stanley
New York
$84K +$24 +3 +0%
State Street
12
State Street
Massachusetts
$83K +$88.3K +11,194 New
MRCM
13
M&R Capital Management
New Jersey
$67K
EARNEST Partners
14
EARNEST Partners
Georgia
$42K
Osaic Holdings
15
Osaic Holdings
Arizona
$17K
UBS Group
16
UBS Group
Switzerland
$7K +$4.97K +631 +213%
US Bancorp
17
US Bancorp
Minnesota
$3K
TRCT
18
Tower Research Capital (TRC)
New York
$2K +$2.35K +298 +14,900%
FCA
19
FinTrust Capital Advisors
South Carolina
$1K
EBSAM
20
Eubel Brady & Suttman Asset Management
Ohio
-$1K -134 Closed
Bank of America
21
Bank of America
North Carolina
-$118 -15 -48%
HI
22
Harbour Investments
Wisconsin
-$63 -8 -13%
Wells Fargo
23
Wells Fargo
California
-$16 -2 -6%

RMCF Hedge Fund Activity: Q3 2021 in Review

22 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q3 2021, worth a combined $11.9M — down 2.8% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RMCF positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $315K. The largest seller was Dimensional Fund Advisors, cutting an estimated $192K.

  • 22 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q3 2021, up from 21 in Q2 2021.
  • Funds reported $11.9M of Rocky Mountain Chocolate Factory stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 2 funds opened new Rocky Mountain Chocolate Factory positions in Q3 2021 and 1 closed out, a net change of +1 holder.
  • The largest Rocky Mountain Chocolate Factory buyer in Q3 2021 was Fidelity Investments, an estimated $315K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q3 2021 was Dimensional Fund Advisors, an estimated $192K sold.

Based on aggregated 13F filings for Q3 2021.