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Cheesecake Factory

292 hedge funds and large institutions have $2.04B invested in Cheesecake Factory in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

2% less funds holding

Funds holding: 297292 (-5)

1.86% less ownership

Funds ownership: 104.41%102.54% (-1.9%)

12% less capital invested

Capital invested by funds: $2.3B → $2.04B (-$266M)

15% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 108

48% less call options, than puts

Call options by funds: $9.19M | Put options by funds: $17.6M

Holders
292
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
6.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
92
Reduced
108
Closed
32
Calls
$9.19M
Puts
$17.6M
Net Calls
-$8.42M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
151
Morgan Stanley
New York
$799K -$2.81M -60,170 -77%
WB
152
WesBanco Bank
West Virginia
$754K
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$748K +$11.1K +238 +1%
AIM
154
Arcadia Investment Management
Michigan
$737K -$56.1K -1,200 -7%
Pacer Advisors
155
Pacer Advisors
Pennsylvania
$726K +$775K +16,595 New
GS
156
Gagnon Securities
New York
$722K -$3.88K -83 -0.5%
Marshall Wace
157
Marshall Wace
United Kingdom
$716K -$2.44M -52,197 -76%
MAM
158
Meeder Asset Management
Ohio
$671K +$1.22K +26 +0.2%
Federated Hermes
159
Federated Hermes
Pennsylvania
$644K -$29.2K -626 -4%
FA
160
FDx Advisors
Illinois
$618K -$24.1K -515 -4%
Verition Fund Management
161
Verition Fund Management
Connecticut
$614K -$86.2K -1,846 -12%
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$599K +$640K +13,700 New
SBL
163
Sargent Bickham Lagudis
Colorado
$597K
PI
164
PEAK6 Investments
Illinois
$573K -$116K -2,486 -16%
VFA
165
Voya Financial Advisors
Connecticut
$569K -$12.9K -276 -2%
SSA
166
Schonfeld Strategic Advisors
New York
$564K -$2.09M -44,700 -78%
SG Americas Securities
167
SG Americas Securities
New York
$563K +$346K +7,417 +136%
QIM
168
Quantitative Investment Management
Virginia
$556K -$826K -17,674 -58%
NA
169
Neuburgh Advisers
California
$556K
SOMRS
170
State of Michigan Retirement System
Michigan
$538K -$121K -2,600 -17%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$519K +$207K +4,442 +60%
BFM
172
Boothbay Fund Management
New York
$502K -$17.2K -369 -3%
TI
173
Trexquant Investment
Connecticut
$497K +$277K +5,936 +109%
Axa
174
Axa
France
$494K -$640K -13,700 -55%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$482K +$10.2K +219 +2%

CAKE Hedge Fund Activity: Q2 2019 in Review

292 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q2 2019, worth a combined $2.04B — down 12% from $2.3B a quarter earlier.

Fund positioning in CAKE was balanced in Q2 2019: 32 funds opened new positions, 32 closed out, 92 added to existing stakes and 108 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $12.5M. The largest seller was Lazard Asset Management, cutting an estimated $19.6M.

  • 292 institutional investors held Cheesecake Factory (CAKE) as of Q2 2019, down from 297 in Q1 2019.
  • Funds reported $2.04B of Cheesecake Factory stock for Q2 2019, down 12% quarter-over-quarter.
  • 32 funds opened new Cheesecake Factory positions in Q2 2019 and 32 closed out, a net change of 0 holders.
  • The largest Cheesecake Factory buyer in Q2 2019 was Point72 Asset Management, an estimated $12.5M added.
  • The largest Cheesecake Factory seller in Q2 2019 was Lazard Asset Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q2 2019.