BED BATH & BEYOND INC BBBY
COM · Common Stock · CUSIP 075896100
167
institutional holders
-34 vs Q4 2022
98.3m
shares reported held*
$42.0mreported value*
39 new
40 added
53 reduced
71 sold out
net bought ≈ $19.1m (+44.5m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($853 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $0.43. Options: 23 managers hold calls ($11.2m notional), 34 hold puts ($19.8m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 204 |
| Q4 2022 | 201 |
| Q1 2023 | 167 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 106 | 81 |
| Q1 2023 | 79 | 124 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $155.1m | $153.9m | 0.99 |
| Q4 2022 | $62.2m | $100.3m | 1.61 |
| Q1 2023 | $11.2m | $19.8m | 1.77 |
Biggest buyers
| Hudson Bay Capital Management LP | New | +48.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +7.0m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +3.7m |
| RENAISSANCE TECHNOLOGIES LLC | New | +1.8m |
| NATIONAL BANK OF CANADA /FI/ | Added | +867.0k |
| MORGAN STANLEY | Added | +822.4k |
| BANK OF AMERICA CORP /DE/ | Added | +743.1k |
| TWINBEECH CAPITAL LP | Added | +694.0k |
| Marathon Trading Investment Management LLC | Added | +515.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +434.7k |
Biggest sellers
| BlackRock Inc. | Reduced | -6.1m |
| VANGUARD GROUP INC | Reduced | -3.0m |
| Invesco Ltd. | Reduced | -1.7m |
| FEDERATED HERMES, INC. | Sold out | -1.4m |
| CITADEL ADVISORS LLC | Reduced | -1.2m |
| STATE STREET CORP | Reduced | -1.0m |
| CTC Capital Management, LLC | Sold out | -619.6k |
| Cubist Systematic Strategies, LLC | Reduced | -479.3k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -461.7k |
| Bank of New York Mellon Corp | Reduced | -403.6k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $5.1m11.9m shares |
| SIMPLEX TRADING, LLC | Added | $1.4m3.3m shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m2.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m2.5m shares |
| GROUP ONE TRADING LLC | Reduced | $792.3k1.9m shares |
| IMC-Chicago, LLC | Reduced | $637.3k1.5m shares |
| WOLVERINE TRADING, LLC | Reduced | $328.0k551.9k shares |
| Walleye Trading LLC | Added | $261.2k611.2k shares |
| Belvedere Trading LLC | Reduced | $70.5k165.0k shares |
| CSS LLC/IL | New | $70.3k164.6k shares |
Biggest puts
| Lombard Odier Asset Management (USA) Corp | Added | $4.7m10.9m shares |
| CITADEL ADVISORS LLC | Added | $3.7m8.7m shares |
| NOMURA HOLDINGS INC | Reduced | $2.1m4.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m3.6m shares |
| SIMPLEX TRADING, LLC | Added | $1.4m3.2m shares |
| JANE STREET GROUP, LLC | Added | $735.9k1.7m shares |
| BARCLAYS PLC | Reduced | $569.0k1.3m shares |
| BANK OF AMERICA CORP /DE/ | Added | $552.3k1.3m shares |
| Murchinson Ltd. | New | $510.6k1.2m shares |
| WOLVERINE TRADING, LLC | Added | $468.0k788.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Hudson Bay Capital Management LP 0.12% of their portfolio | 48.5m $20.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 8.7m $3.7m | Added +7.0m |
| BlackRock Inc. 0.00% of their portfolio | 6.2m $2.7m | Reduced -6.1m |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.6m $2.4m | Reduced -3.0m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 3.8m $1.6m | Added +3.7m |
| Allianz Asset Management GmbH 0.00% of their portfolio | 2.9m $1.3m | Added +73.3k |
| MORGAN STANLEY 0.00% of their portfolio | 2.3m $984.7k | Added +822.4k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $926.6k | Reduced -1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $785.3k | Added +434.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.8m $749.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $555.3k | Added +743.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $524.6k | Added +378.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $446.0k | Added +301.9k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 955.3k $408.3k | Added +867.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 854.6k $365.3k | Added +18.9k |
| TWINBEECH CAPITAL LP 0.01% of their portfolio | 743.6k $317.8k | Added +694.0k |
| Invesco Ltd. 0.00% of their portfolio | 631.6k $269.9k | Reduced -1.7m |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 549.6k $235.0k | Added +346.4k |
| BARCLAYS PLC 0.00% of their portfolio | 546.6k $233.6k | Reduced -37.2k |
| Marathon Trading Investment Management LLC 0.10% of their portfolio | 515.2k $220.2k | Added +515.1k |
| Virtu Financial LLC 0.02% of their portfolio | 396.4k $169.0k | Added +286.9k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 373.5k $160.0k | Added +236.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 355.9k $152.1k | Reduced -336.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 333.2k $142.4k | Reduced -403.6k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 282.1k $141.0k | Reduced -100.8k |
| Bayesian Capital Management, LP 0.01% of their portfolio | 264.6k $113.1k | Reduced -13.3k |
| HRT FINANCIAL LP 0.00% of their portfolio | 247.4k $105.0k | New |
| TWO SIGMA SECURITIES, LLC 0.01% of their portfolio | 225.9k $96.6k | New |
| CITIGROUP INC 0.00% of their portfolio | 185.5k $79.3k | Reduced -29.7k |
| Swiss National Bank 0.00% of their portfolio | 161.7k $69.1k | Added +800 |
| STRS OHIO 0.00% of their portfolio | 160.4k $68.0k | Added +80.2k |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 159.7k $95.0k | Added +126.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 140.2k $60.0k | Reduced -100.6k |
| Walleye Trading LLC 0.00% of their portfolio | 139.7k $59.7k | Reduced -23.7k |
| Engineers Gate Manager LP 0.00% of their portfolio | 130.5k $55.8k | Added +89.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 99.1k $42.4k | Reduced -719 |
| QCM Cayman, Ltd. 0.26% of their portfolio | 97.3k $41.5k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 97.1k $41.5k | Reduced -263.6k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 89.3k $38.2k | Reduced -157.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 87.3k $37.3k | Reduced -6.7k |
| Jefferies Financial Group Inc. 0.00% of their portfolio | 85.8k $36.7k | Added +35.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 82.4k $35.2k | Reduced -76.2k |
| Baader Bank Aktiengesellschaft 0.00% of their portfolio | 66.1k $22.1k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 65.1k $27.8k | Reduced -29.0k |
| UBS Group AG 0.00% of their portfolio | 63.7k $27.2k | Reduced -237.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 62.4k $26.7k | Reduced -25.8k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 57.0k $24.3k | Added +32.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 55.4k $23.6k | Added +17.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 54.3k $23.2k | Reduced -16.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 53.0k $23.0k | Reduced -169.1k |
| Brookstone Capital Management 0.00% of their portfolio | 49.5k $13.9k | Added +30.0k |
| Capital Markets Trading UK LLP 0.04% of their portfolio | 46.1k $20.0k | Reduced -1.1k |
| Simplicity Solutions, LLC 0.00% of their portfolio | 45.3k $19.4k | New |
| Bleakley Financial Group, LLC 0.00% of their portfolio | 45.3k $19.4k | Added +15.2k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 43.3k $18.5k | Added +1.5k |
| Corient Private Wealth LP 0.00% of their portfolio | 42.6k $18.2k | New |
| Biondo Investment Advisors, LLC 0.00% of their portfolio | 41.4k $17.7k | Reduced -30.7k |
| CSS LLC/IL 0.00% of their portfolio | 40.9k $17.5k | Added +40.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 40.6k $17.0k | New |
| Joel Isaacson & Co., LLC 0.00% of their portfolio | 40.0k $17.1k | Added +37 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 39.8k $17.0k | Added +39.5k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 37.5k $16.0k | New |
| Traynor Capital Management, Inc. 0.00% of their portfolio | 37.4k $16.0k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 35.0k $15.0k | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 34.0k $14.5k | Added +16.7k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 33.5k $14.0k | Reduced -84.2k |
| Cutler Group LLC / CA 0.00% of their portfolio | 32.0k $13.0k | Reduced -31.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 31.5k $13.5k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 31.0k $13.2k | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 30.4k $13.0k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 29.4k $12.0k | New |
| HBK Sorce Advisory LLC 0.00% of their portfolio | 26.8k $11.5k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 26.5k $11.3k | Added +10.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 26.0k $11.1k | Reduced -461.7k |
| NJ State Employees Deferred Compensation Plan 0.00% of their portfolio | 24.0k $10.3k | Unchanged |
| Adero Partners, LLC 0.00% of their portfolio | 24.0k $10.3k | Added +4.0k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 21.7k $9.3k | Added +2.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 21.3k $9.1k | Added +9.4k |
| ALTERNA WEALTH MANAGEMENT, INC 0.01% of their portfolio | 20.0k $8.5k | Reduced -5.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 19.3k $8.2k | Added +1.8k |
| LPL Financial LLC 0.00% of their portfolio | 19.2k $8.2k | Reduced -57.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 18.8k $8.0k | Reduced -141 |
| Squarepoint Ops LLC 0.00% of their portfolio | 17.9k $7.6k | Reduced -75.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 17.3k $7.4k | Reduced -35.5k |
| One68 Global Capital, LLC 0.01% of their portfolio | 16.8k $7.2k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 16.5k $7.1k | Reduced -884 |
| WINTON GROUP Ltd 0.00% of their portfolio | 15.2k $6.5k | Added +918 |
| Sculptor Capital LP 0.00% of their portfolio | 15.2k $6.5k | Reduced -310.4k |
| Supplemental Annuity Collective Trust of NJ 0.00% of their portfolio | 15.0k $6.4k | Unchanged |
| TOBIAS FINANCIAL ADVISORS, INC. 0.00% of their portfolio | 14.9k $6.4k | Reduced -1.2k |
| Walleye Capital LLC 0.00% of their portfolio | 14.7k $6.3k | Added +1.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 14.6k $6.2k | Reduced -404 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 14.5k $6.2k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 14.3k $7.0k | Reduced -27.4k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 13.4k $5.7k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 13.3k $6.0k | Added +256 |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 12.8k $5.5k | New |
| Legal & General Group Plc 0.00% of their portfolio | 12.4k $5.3k | Reduced -271.0k |
| AMALGAMATED BANK 0.00% of their portfolio | 12.1k $5.0k | Reduced -20.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 11.6k $4.0k | New |