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Cheesecake Factory

261 hedge funds and large institutions have $1.58B invested in Cheesecake Factory in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $33.7M

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

1% more funds holding

Funds holding: 258261 (+3)

0% more capital invested

Capital invested by funds: $1.58B → $1.58B (+$1.56M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 97

3.29% less ownership

Funds ownership: 88.85%85.55% (-3.3%)

Holders
261
Holders Change
+3
Holders Change %
+1.16%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
89
Reduced
97
Closed
31
Calls
$49.3M
Puts
$33.7M
Net Calls
+$15.7M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$264M -$6.1M -175,484 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$197M -$1.59M -45,781 -0.8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$104M -$1.99M -57,144 -2%
EARNEST Partners
4
EARNEST Partners
Georgia
$99.6M -$2.1M -60,324 -2%
BAMCO Inc
5
BAMCO Inc
New York
$79.5M
State Street
6
State Street
Massachusetts
$64.5M +$409K +11,769 +0.7%
Invesco
7
Invesco
Georgia
$46.6M +$256K +7,367 +0.6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$43.3M +$566K +16,282 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$38.4M +$752K +21,638 +2%
FCM
10
Frontier Capital Management
Massachusetts
$33.6M -$1.19M -34,308 -4%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$27.4M +$214K +6,166 +0.8%
American Century Companies
12
American Century Companies
Missouri
$26M +$5.31M +152,660 +27%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.7M -$725K -20,847 -3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$22.3M +$1.99M +57,329 +10%
Charles Schwab
15
Charles Schwab
California
$20.8M +$563K +16,201 +3%
Morgan Stanley
16
Morgan Stanley
New York
$19.5M -$24.1M -693,531 -56%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$19M -$95.6K -2,750 -0.5%
PCM
18
Palisade Capital Management
New Jersey
$18.6M +$228K +6,554 +1%
Northern Trust
19
Northern Trust
Illinois
$17.1M -$725K -20,836 -4%
Ameriprise
20
Ameriprise
Minnesota
$16.3M +$1.18M +34,051 +8%
Wells Fargo
21
Wells Fargo
California
$16M +$485K +13,936 +3%
Citadel Advisors
22
Citadel Advisors
Florida
$15.9M -$6.02M -173,184 -28%
UBS Group
23
UBS Group
Switzerland
$15.1M +$12.8K +367 +0.1%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$14.5M +$635K +18,250 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$14.1M -$485K -13,950 -3%

CAKE Hedge Fund Activity: Q1 2024 in Review

261 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q1 2024, worth a combined $1.58B — up 0.1% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CAKE positions and 31 closed out — a net gain of 4 holders — while 89 added to existing stakes and 97 trimmed.

The largest buyer was Nuveen, adding an estimated $8.86M. The largest seller was Morgan Stanley, cutting an estimated $24.1M.

  • 261 institutional investors held Cheesecake Factory (CAKE) as of Q1 2024, up from 258 in Q4 2023.
  • Funds reported $1.58B of Cheesecake Factory stock for Q1 2024, up 0.1% quarter-over-quarter.
  • 35 funds opened new Cheesecake Factory positions in Q1 2024 and 31 closed out, a net change of +4 holders.
  • The largest Cheesecake Factory buyer in Q1 2024 was Nuveen, an estimated $8.86M added.
  • The largest Cheesecake Factory seller in Q1 2024 was Morgan Stanley, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2024.