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Cheesecake Factory

239 hedge funds and large institutions have $1.53B invested in Cheesecake Factory in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

42% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $38.2M

14% more capital invested

Capital invested by funds: $1.35B → $1.53B (+$183M)

7.97% more ownership

Funds ownership: 88.15%96.12% (+8%)

7% more funds holding

Funds holding: 223239 (+16)

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
3.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
74
Reduced
84
Closed
24
Calls
$54.1M
Puts
$38.2M
Net Calls
+$15.9M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$245M -$24M -718,071 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M +$4.23M +126,600 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$120M -$7.94M -237,613 -6%
BAMCO Inc
4
BAMCO Inc
New York
$89M -$6.92M -207,146 -7%
EARNEST Partners
5
EARNEST Partners
Georgia
$88.5M +$93.2M +2,789,920 New
FCM
6
Frontier Capital Management
Massachusetts
$71.7M -$3.77M -112,911 -5%
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$57.9M -$2.84M -85,070 -4%
State Street
8
State Street
Massachusetts
$56.7M +$1.25M +37,488 +2%
Invesco
9
Invesco
Georgia
$36.9M +$446K +13,339 +1%
FAM
10
Fred Alger Management
New York
$30.1M -$19.1M -572,701 -38%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$28.5M +$420K +12,574 +1%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$24.8M -$3.84M -114,914 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.5M +$6.76M +202,322 +40%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$22.1M +$17.6M +526,109 +308%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$20.8M -$3.17K -95 -0%
SAM
16
Scopus Asset Management
New York
$19.8M +$20.9M +625,000 New
Charles Schwab
17
Charles Schwab
California
$18.1M -$876K -26,223 -4%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$17.4M -$260K -7,774 -1%
Millennium Management
19
Millennium Management
New York
$16.4M +$17.3M +517,437 New
PCM
20
Palisade Capital Management
New Jersey
$16.1M -$500K -14,957 -3%
Northern Trust
21
Northern Trust
Illinois
$15.7M -$140K -4,176 -0.8%
Morgan Stanley
22
Morgan Stanley
New York
$15.1M -$1.63M -48,849 -9%
American Century Companies
23
American Century Companies
Missouri
$14.5M +$3.71M +111,083 +32%
Norges Bank
24
Norges Bank
Norway
$13.9M
Ameriprise
25
Ameriprise
Minnesota
$13.7M -$1.96M -58,612 -12%

CAKE Hedge Fund Activity: Q4 2022 in Review

239 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q4 2022, worth a combined $1.53B — up 14% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CAKE positions and 24 closed out — a net gain of 19 holders — while 74 added to existing stakes and 84 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $93.2M. The largest seller was BlackRock, cutting an estimated $24M.

  • 239 institutional investors held Cheesecake Factory (CAKE) as of Q4 2022, up from 223 in Q3 2022.
  • Funds reported $1.53B of Cheesecake Factory stock for Q4 2022, up 14% quarter-over-quarter.
  • 43 funds opened new Cheesecake Factory positions in Q4 2022 and 24 closed out, a net change of +19 holders.
  • The largest Cheesecake Factory buyer in Q4 2022 was EARNEST Partners, an estimated $93.2M added.
  • The largest Cheesecake Factory seller in Q4 2022 was BlackRock, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2022.