Bowlero Ownership | Who Owns Bowlero?
Bowlero Ownership Summary
Bowlero is owned by 61.00% institutional investors, 4.81% insiders, and 34.19% retail investors. Atairos group is the largest institutional shareholder, holding 42.83% of BOWL shares. Champlain Small Company Fund, LLC is the top mutual fund, with 1.19% of its assets in Bowlero shares.
BOWL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bowlero | 61.00% | 4.81% | 34.19% |
| Sector | Communication Services Stocks | 41.93% | 12.83% | 45.23% |
| Industry | Entertainment Stocks | 44.86% | 14.60% | 40.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Atairos group | 63.43M | 42.83% | $919.04M |
| Boston partners | 3.44M | 2.32% | $49.49M |
| Alta fundamental advisers | 3.40M | 2.30% | $49.28M |
| Champlain investment partners | 2.81M | 1.90% | $40.72M |
| Vanguard group | 2.33M | 1.58% | $33.81M |
| Fmr | 1.55M | 1.05% | $22.52M |
| Arrowmark colorado | 1.41M | 0.96% | $20.50M |
| Telemark asset management | 1.38M | 0.93% | $19.92M |
| Private management group | 1.29M | 0.87% | $18.70M |
| Balyasny asset management | 807.31K | 0.55% | $11.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atairos group | 63.43M | 32.34% | $919.04M |
| Alta fundamental advisers | 3.40M | 15.62% | $49.28M |
| Soviero asset management, lp | 385.00K | 3.39% | $5.58M |
| Kent lake capital | 350.00K | 2.29% | $5.07M |
| Taylor frigon capital management | 274.70K | 1.90% | $3.98M |
| Telemark asset management | 1.38M | 1.73% | $19.92M |
| Bullseye asset management | 160.24K | 1.14% | $2.32M |
| Private management group | 1.29M | 0.72% | $18.70M |
| Ionic capital management | 156.82K | 0.39% | $2.27M |
| Cannell capital | 117.00K | 0.38% | $1.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 807.31K | 0.02% | 786.49K |
| Soviero asset management, lp | 385.00K | 3.39% | 385.00K |
| Jane street group | 206.65K | 0.00% | 175.26K |
| Verition fund management | 163.23K | 0.01% | 163.23K |
| Cannell capital | 117.00K | 0.38% | 117.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 1.55M | 0.00% | -1.48M |
| Blackrock | 665.15K | 0.00% | -911.39K |
| Ionic capital management | 156.82K | 0.39% | -508.90K |
| Jpmorgan chase | 8.39K | - | -485.72K |
| Federated hermes | - | - | -475.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Soviero asset management, lp | 385.00K | 3.39% | 385.00K | $5.58M |
| Verition fund management | 163.23K | 0.01% | 163.23K | $2.37M |
| Cannell capital | 117.00K | 0.38% | 117.00K | $1.70M |
| Xtx topco | 28.34K | 0.04% | 28.34K | $410.70K |
| J. goldman & co lp | 24.78K | 0.01% | 24.78K | $359.06K |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -1.00 |
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Scarborough advisors | -11.00 |
| Fortitude family office | -17.00 |
| Rothschild investment | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 109 | -20.44% | 88,913,461 | -3.55% | 60 | 1.64% | 39 | -29.09% | 44 | -15.38% |
| Jun 30, 2024 | 136 | -0.73% | 92,181,442 | -5.38% | 62 | 1.47% | 54 | 25.58% | 52 | -11.86% |
| Mar 31, 2024 | 137 | -6.16% | 97,424,232 | -4.46% | 65 | 1.40% | 43 | -30.65% | 59 | 5.36% |
| Dec 31, 2023 | 146 | -0.68% | 101,970,510 | -8.25% | 68 | 1.51% | 62 | -11.43% | 56 | 5.66% |
| Sep 30, 2023 | 147 | -3.92% | 111,141,854 | -4.38% | 67 | 1.36% | 70 | -26.32% | 53 | 39.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Champlain Small Company Fund, LLC | 1.75M | 1.19% | -7.53K |
| Champlain Small Company Adv | 1.16M | 0.78% | - |
| Fidelity VIP Mid Cap Initial | 1.07M | 0.72% | - |
| Meridian Contrarian Legacy | 781.80K | 0.53% | - |
| Vanguard Total Stock Mkt Idx Inv | 665.92K | 0.45% | - |
| Old Westbury Small & Mid Cap Strategies | 665.00K | 0.45% | - |
| Vanguard Small Cap Index | 567.40K | 0.39% | 1.10K |
| Strategic Advisers Small-Mid Cap | 482.90K | 0.33% | -478.15K |
| Vanguard Institutional Extnd Mkt Idx Tr | 429.87K | 0.29% | -1.73K |
| Strategic Advisers U.S. Total Stock{mg} | 384.01K | 0.26% | 384.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2024 | Bass Robert J | - | Buy | $1.67K |
| Dec 06, 2024 | Lavan Robert M. | Chief Financial Officer | Buy | $1.51K |
| Sep 09, 2024 | Bass Robert J | - | Buy | $1.70K |
| Sep 06, 2024 | Lavan Robert M. | Chief Financial Officer | Buy | $1.50K |
| Jun 14, 2024 | Wilson Michelle D | - | Sell | $849.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | - |
| 2024 Q3 | 2 | - |
| 2024 Q2 | 2 | 3 |
| 2024 Q1 | 1 | 2 |
| 2023 Q4 | - | - |
BOWL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools