Rocky Mountain Chocolate Factory
RMCF
19 hedge funds and large institutions have $2.89M invested in Rocky Mountain Chocolate Factory in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.
4.54% less ownership
Funds ownership: 23.58% → 19.04% (-4.5%)
13% less capital invested
Capital invested by funds: $3.31M → $2.89M (-$420K)
24% less funds holding
Funds holding: 25 → 19 (-6)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$62.5K |
| 2 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
+$18.5K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$11.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9 |
| 5 |
Morgan Stanley
New York
|
+$2 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$70.3K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$45K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$30.1K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$27.6K |
| 5 |
BAM
Byrne Asset Management
Kingston,
New Jersey
|
-$17.6K |
RMCF Hedge Fund Activity: Q3 2024 in Review
19 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q3 2024, worth a combined $2.89M — down 13% from $3.31M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of RMCF and 0 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 5 added.
The largest buyer was UBS Group, adding an estimated $62.5K. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $70.3K sold.
- 19 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q3 2024, down from 25 in Q2 2024.
- Funds reported $2.89M of Rocky Mountain Chocolate Factory stock for Q3 2024, down 13% quarter-over-quarter.
- 0 funds opened new Rocky Mountain Chocolate Factory positions in Q3 2024 and 6 closed out, a net change of -6 holders.
- The largest Rocky Mountain Chocolate Factory buyer in Q3 2024 was UBS Group, an estimated $62.5K added.
- The largest Rocky Mountain Chocolate Factory seller in Q3 2024 was Sanctuary Advisors, an estimated $70.3K sold.
Based on aggregated 13F filings for Q3 2024.