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Cheesecake Factory
CAKE

Overview Fund Activity

259 hedge funds and large institutions have $1.85B invested in Cheesecake Factory in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 35 closing their positions.

Holders
259
Holders Change
–
Holders Change %
0%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
93
Reduced
82
Closed
35
Calls
$39.3M
Puts
$39.3M
Net Calls
-$4K
Net Calls Change
-$15.7M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$47.4M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$28.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$27.8M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$16.5M
5
Ameriprise
5
Ameriprise
Minnesota
$29.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.19M
2
Norges Bank
2
Norges Bank
Norway
$1.47M
3
IIA
3
IPG Investment Advisors
California
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$7.78K 200 – –
WTC
227
WhitTier Trust Company
Nevada
$6.84K 174 – –
IFAM
228
Institutional & Family Asset Management
Colorado
$6.52K 166 – –
VWWMG
229
Vermillion & White Wealth Management Group
Pennsylvania
$3.93K 100 – –
FFA
230
Farther Finance Advisors
California
$3.77K 98 +79 +416%
CFGS
231
Concourse Financial Group Securities
Alabama
$3.3K 84 -28 -25%
CWC
232
Carolinas Wealth Consulting
North Carolina
$3.18K 81 -13 -14%
AAP
233
Arax Advisory Partners
Colorado
$2.79K 71 – –
PS
234
Principal Securities
Iowa
$2.59K 66 – –
UB
235
UMB Bank
Missouri
$2.55K 65 +38 +141%
WIM
236
Westside Investment Management
California
$2.48K 63 +63 New
GRP
237
Global Retirement Partners
California
$2.44K 62 – –
BIA
238
Bell Investment Advisors
California
$2.32K 59 – –
FWA
239
FSC Wealth Advisors
New York
$2.08K 53 +53 New
LI
240
LRI Investments
Florida
$1.97K 50 – –
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$1.94K 51 – –
CAS
242
Coppell Advisory Solutions
Texas
$1.61K 41 +41 New
IC
243
Innealta Capital
Texas
$1.53K 39 +39 New
QL
244
Quarry LP
New York
$1.49K 38 -25 -40%
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$1.38K 35 – –
SSG
246
Summit Securities Group
New York
$1K 25 +25 New
RIL
247
Rothschild Investment LLC
Illinois
$786 20 +15 +300%
LIA
248
Lynx Investment Advisory
District of Columbia
$432 11 +11 New
PIS
249
POM Investment Strategies
North Carolina
$393 10 – –
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$393 10 – –
8 9
10
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