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Rocky Mountain Chocolate Factory

23 hedge funds and large institutions have $8.4M invested in Rocky Mountain Chocolate Factory in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more capital invested

Capital invested by funds: $2.89M → $8.4M (+$5.51M)

26.77% more ownership

Funds ownership: 19.04%45.81% (+27%)

21% more funds holding

Funds holding: 1923 (+4)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
3
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVIC
1
Global Value Investment Corporation
Wisconsin
$4.29M +$4.54M +1,780,300 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4M -$33 -13 -0%
Renaissance Technologies
3
Renaissance Technologies
New York
$764K -$7.02K -2,756 -0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$545K
UBS Group
5
UBS Group
Switzerland
$415K +$320K +125,769 +279%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$245K -$6.29K -2,470 -2%
4A
7
4Wealth Advisors
Illinois
$225K +$238K +93,275 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$114K +$12.1K +4,766 +11%
LFG
9
Leverty Financial Group
Wisconsin
$98.1K
WIA
10
Wealthedge Investment Advisors
New York
$95K +$100K +39,409 New
BCM
11
Bridgeway Capital Management
Texas
$50.8K -$2.55K -1,000 -5%
CI
12
CacheTech Inc
Utah
$42.8K +$45.2K +17,740 New
SWM
13
Salvus Wealth Management
New Jersey
$37.4K
Citadel Advisors
14
Citadel Advisors
Florida
$27.3K +$471 +185 +2%
RAM
15
Redmond Asset Management
Virginia
$26.8K
RI
16
Ridgewood Investments
New Jersey
$18.1K -$47.4K -18,600 -71%
TRCT
17
Tower Research Capital (TRC)
New York
$5.31K -$199 -78 -3%
Morgan Stanley
18
Morgan Stanley
New York
$2.98K -$64 -25 -2%
Comerica Bank
19
Comerica Bank
Texas
$2.43K
Wells Fargo
20
Wells Fargo
California
$786 -$3 -1 -0.3%
Bank of America
21
Bank of America
North Carolina
$109
SS
22
SBI Securities
Japan
$29 +$31 +12 New
JP Morgan Chase
23
JP Morgan Chase
New York
$12

RMCF Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rocky Mountain Chocolate Factory (RMCF) for Q4 2024, worth a combined $8.4M — up 191% from $2.89M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RMCF positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $320K. The largest seller was Ridgewood Investments, cutting an estimated $47.4K.

  • 23 institutional investors held Rocky Mountain Chocolate Factory (RMCF) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $8.4M of Rocky Mountain Chocolate Factory stock for Q4 2024, up 191% quarter-over-quarter.
  • 5 funds opened new Rocky Mountain Chocolate Factory positions in Q4 2024 and 0 closed out, a net change of +5 holders.
  • The largest Rocky Mountain Chocolate Factory buyer in Q4 2024 was UBS Group, an estimated $320K added.
  • The largest Rocky Mountain Chocolate Factory seller in Q4 2024 was Ridgewood Investments, an estimated $47.4K sold.

Based on aggregated 13F filings for Q4 2024.