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Cheesecake Factory

288 hedge funds and large institutions have $2B invested in Cheesecake Factory in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $22.9M

3.72% more ownership

Funds ownership: 99.14%102.86% (+3.7%)

0% more funds holding

Funds holding: 288288 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

18% less capital invested

Capital invested by funds: $2.43B → $2B (-$432M)

26% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 110

Holders
288
Holders Change
Holders Change %
0%
% of All Funds
6.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
81
Reduced
110
Closed
42
Calls
$52.8M
Puts
$22.9M
Net Calls
+$29.9M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
226
G&S Capital
Colorado
$57K
AAM
227
Advisors Asset Management
Colorado
$53K -$64.2K -1,325 -52%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$52K
MOS
229
MGO One Seven
Ohio
$51K +$57.2K +1,180 New
CFD
230
Creative Financial Designs
Indiana
$48K -$679 -14 -1%
CA
231
Centerpoint Advisors
Massachusetts
$44K
CA
232
Crewe Advisors
Utah
$44K
ST
233
Smithfield Trust
Pennsylvania
$43K
KBC Group
234
KBC Group
Belgium
$34K
LC
235
Lindbrook Capital
California
$34K +$37.9K +782 New
RFC
236
Regions Financial Corp
Alabama
$29K +$291 +6 +0.9%
TRCT
237
Tower Research Capital (TRC)
New York
$26K -$270K -5,564 -90%
Schroder Investment Management Group
238
Schroder Investment Management Group
United Kingdom
$25.9K -$421K -8,686 -1%
Fidelity Investments
239
Fidelity Investments
Massachusetts
$25K -$4.41K -91 -14%
OC
240
Oakworth Capital
Alabama
$22K
ER
241
Enlightenment Research
Florida
$22K +$24.2K +500 New
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$19K -$7.42K -153 -26%
CIM
243
Contravisory Investment Management
Massachusetts
$18K
WT
244
Whittier Trust
California
$18K
SFSIG
245
San Francisco Sentry Investment Group
California
$18K +$10.4K +215 +108%
AF
246
Arrow Financial
New York
$17K
WTC
247
WhitTier Trust Company
Nevada
$15K
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$14K
S
249
SignatureFD
Georgia
$14K +$1.84K +38 +14%
IA
250
IFP Advisors
Florida
$13K

CAKE Hedge Fund Activity: Q4 2018 in Review

288 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q4 2018, worth a combined $2B — down 18% from $2.43B a quarter earlier.

Fund positioning in CAKE was balanced in Q4 2018: 42 funds opened new positions, 42 closed out, 81 added to existing stakes and 110 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $25.8M. The largest seller was Snow Capital Management, cutting an estimated $25.6M.

  • 288 institutional investors held Cheesecake Factory (CAKE) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $2B of Cheesecake Factory stock for Q4 2018, down 18% quarter-over-quarter.
  • 42 funds opened new Cheesecake Factory positions in Q4 2018 and 42 closed out, a net change of 0 holders.
  • The largest Cheesecake Factory buyer in Q4 2018 was Arrowstreet Capital, an estimated $25.8M added.
  • The largest Cheesecake Factory seller in Q4 2018 was Snow Capital Management, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2018.