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Cheesecake Factory

260 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, 94 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more capital invested

Capital invested by funds: $1.58B → $1.85B (+$270M)

16% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 81

6.91% more ownership

Funds ownership: 85.55%92.46% (+6.9%)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% less call options, than puts

Call options by funds: $39.3M | Put options by funds: $39.3M

0% less funds holding

Funds holding: 261260 (-1)

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.76%
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
94
Reduced
81
Closed
36
Calls
$39.3M
Puts
$39.3M
Net Calls
-$4K
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
51
Axa
France
$4.4M +$2.11M +56,889 +103%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.05M +$274K +7,408 +8%
Jane Street
53
Jane Street
New York
$3.99M +$2.65M +71,619 +240%
UBS AM
54
UBS AM
Illinois
$3.87M +$1.21M +32,529 +49%
LCM
55
Landscape Capital Management
New Jersey
$3.78M +$3.56M +96,201 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.74M
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$3.49M +$215K +5,812 +7%
Bank of America
58
Bank of America
North Carolina
$3.1M +$701K +18,913 +31%
DC
59
Diametric Capital
Massachusetts
$3.02M -$586K -15,826 -17%
AQR Capital Management
60
AQR Capital Management
Connecticut
$2.99M -$1.46M -39,408 -34%
Stifel Financial
61
Stifel Financial
Missouri
$2.98M -$51.1K -1,380 -2%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$2.89M -$25.9K -700 -0.9%
1CM
63
1492 Capital Management
Wisconsin
$2.6M +$1.27M +34,174 +107%
Prudential Financial
64
Prudential Financial
New Jersey
$2.31M -$75K -2,025 -3%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.21M -$185K -4,983 -8%
JP Morgan Chase
66
JP Morgan Chase
New York
$2.06M -$125K -3,373 -6%
SI
67
Sapience Investments
California
$1.96M -$1.97M -53,224 -52%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$1.86M -$30.3K -818 -2%
Canada Life
69
Canada Life
Manitoba, Canada
$1.77M +$169K +4,568 +11%
OAM
70
Oppenheimer Asset Management
New York
$1.76M +$160K +4,322 +11%
LRIC
71
Long Road Investment Counsel
Michigan
$1.69M
DM
72
Delphi Management
Massachusetts
$1.66M +$5K +135 +0.3%
DC
73
Davenport & Co
Virginia
$1.58M +$2.81K +76 +0.2%
Citigroup
74
Citigroup
New York
$1.55M -$171K -4,608 -10%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.52M +$20.6K +557 +1%

CAKE Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q2 2024, worth a combined $1.85B — up 17% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CAKE positions and 36 closed out — a net gain of 2 holders — while 94 added to existing stakes and 81 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.4M. The largest seller was Citadel Advisors, cutting an estimated $11.4M.

  • 260 institutional investors held Cheesecake Factory (CAKE) as of Q2 2024, down from 261 in Q1 2024.
  • Funds reported $1.85B of Cheesecake Factory stock for Q2 2024, up 17% quarter-over-quarter.
  • 38 funds opened new Cheesecake Factory positions in Q2 2024 and 36 closed out, a net change of +2 holders.
  • The largest Cheesecake Factory buyer in Q2 2024 was Millennium Management, an estimated $35.4M added.
  • The largest Cheesecake Factory seller in Q2 2024 was Citadel Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2024.