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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.4M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$39.9M |
| 3 |
JP Morgan Chase
New York
|
+$26.6M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$26.1M |
| 5 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAM
TT International Asset Management
London,
United Kingdom
|
-$38.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$34.2M |
| 3 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$19M |
| 4 |
Millennium Management
New York
|
-$14.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$11.5M |
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.