BBB Foods
TBBB
79 hedge funds and large institutions have $1.11B invested in BBB Foods in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 20 closing their positions.
10,586% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $14K
3.02% more ownership
Funds ownership: 98.69% → 101.71% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $1.15B → $1.11B (-$33.1M)
2% less funds holding
Funds holding: 81 → 79 (-2)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
29% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1WCM
12 West Capital Management
New York
|
+$53.5M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$45.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.5M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$7.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
AlphaQuest
New York
|
-$16.9M |
| 2 |
Morgan Stanley
New York
|
-$15.3M |
| 3 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$15.1M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$11.1M |
| 5 |
JP Morgan Chase
New York
|
-$10.3M |
TBBB Hedge Fund Activity: Q4 2024 in Review
79 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BBB Foods (TBBB) for Q4 2024, worth a combined $1.11B — down 2.9% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of TBBB and 18 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 22 added.
The largest buyer was 12 West Capital Management, opening a new position worth an estimated $53.5M. The largest seller was AlphaQuest, exiting entirely with an estimated $16.9M sold.
- 79 institutional investors held BBB Foods (TBBB) as of Q4 2024, down from 81 in Q3 2024.
- Funds reported $1.11B of BBB Foods stock for Q4 2024, down 2.9% quarter-over-quarter.
- 18 funds opened new BBB Foods positions in Q4 2024 and 20 closed out, a net change of -2 holders.
- The largest BBB Foods buyer in Q4 2024 was 12 West Capital Management, an estimated $53.5M added.
- The largest BBB Foods seller in Q4 2024 was AlphaQuest, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2024.