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BBB Foods
TBBB

82 hedge funds and large institutions have $874M invested in BBB Foods in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

14% more capital invested

Capital invested by funds: $765M → $874M (+$109M)

11% more funds holding

Funds holding: 74 → 82 (+8)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.02% less ownership

Funds ownership: 95.68% → 94.66% (-1%)

64% less call options, than puts

Call options by funds: $160K | Put options by funds: $448K

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
31
Reduced
18
Closed
17
Calls
$160K
Puts
$448K
Net Calls
-$288K
Net Calls Change
-$336K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$41.4M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$39.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$26.6M
4
DCM
Driehaus Capital Management
Illinois
+$26.1M
5
GPGA
Grandeur Peak Global Advisors
Utah
+$23.2M

Top Sellers

Rank Fund Capital Flow
1
TIAM
TT International Asset Management
United Kingdom
-$38.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$34.2M
3
DIG
Dragoneer Investment Group
California
-$19M
4
Millennium Management
Millennium Management
New York
-$14.9M
5
Norges Bank
Norges Bank
Norway
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
51
Compass Group
New York
$1.23M +$269K +11,500 +29%
ZP
52
Zimmer Partners
New York
$1.19M – – –
HF
53
HRT Financial
New York
$1.12M +$1.1M +46,915 New
GCM
54
Graham Capital Management
Connecticut
$1.03M +$1.01M +42,983 New
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$954K +$315K +13,447 +51%
Jane Street
56
Jane Street
New York
$927K +$697K +29,791 +328%
NEI
57
Northwest & Ethical Investments
Ontario, Canada
$780K – – –
YIH
58
Y-Intercept (HK)
Hong Kong
$698K +$472K +20,162 +221%
ROIC
59
Route One Investment Company
California
$597K +$585K +25,000 New
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$589K +$578K +24,700 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$508K +$499K +21,309 New
GCP
62
GSA Capital Partners
United Kingdom
$396K +$389K +16,613 New
SIM
63
Sandia Investment Management
Massachusetts
$358K -$234K -10,000 -40%
VIM
64
VELA Investment Management
Ohio
$358K +$351K +15,000 New
CWM
65
Congress Wealth Management
Massachusetts
$298K +$292K +12,497 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$294K +$103K +4,400 +56%
XT
67
XTX Topco
Cayman Islands
$289K +$284K +12,124 New
TRCT
68
Tower Research Capital (TRC)
New York
$263K +$258K +11,015 New
OAM
69
Oberweis Asset Management
Illinois
$262K – – –
CC
70
Centiva Capital
New York
$240K +$236K +10,066 New
QC
71
Quent Capital
New York
$167K +$164K +7,000 New
Federated Hermes
72
Federated Hermes
Pennsylvania
$143K +$140K +6,000 New
HRCM
73
Hood River Capital Management
Florida
$119K +$62.9K +2,689 +119%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$103K +$103K +4,400 New
JSAM
75
J. Safra Asset Management
New York
$80.4K +$47.7K +2,039 +153%
1 2
3
4

TBBB Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BBB Foods (TBBB) for Q2 2024, worth a combined $874M — up 14% from $765M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TBBB positions and 17 closed out — a net gain of 8 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.4M. The largest seller was TT International Asset Management, cutting an estimated $38.6M.

  • 82 institutional investors held BBB Foods (TBBB) as of Q2 2024, up from 74 in Q1 2024.
  • Funds reported $874M of BBB Foods stock for Q2 2024, up 14% quarter-over-quarter.
  • 25 funds opened new BBB Foods positions in Q2 2024 and 17 closed out, a net change of +8 holders.
  • The largest BBB Foods buyer in Q2 2024 was Morgan Stanley, an estimated $41.4M added.
  • The largest BBB Foods seller in Q2 2024 was TT International Asset Management, an estimated $38.6M sold.

Based on aggregated 13F filings for Q2 2024.