We are live on ! Find out more
CAKE icon

Cheesecake Factory

273 hedge funds and large institutions have $1.89B invested in Cheesecake Factory in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

5% more funds holding

Funds holding: 260273 (+13)

3% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $18.3M

2% more capital invested

Capital invested by funds: $1.85B → $1.89B (+$38.4M)

0.86% less ownership

Funds ownership: 92.46%91.6% (-0.86%)

19% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 98

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
273
Holders Change
+13
Holders Change %
+5%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
79
Reduced
98
Closed
25
Calls
$18.9M
Puts
$18.3M
Net Calls
+$575K
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$297M +$1.98M +52,003 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$220M +$580K +15,238 +0.3%
EARNEST Partners
3
EARNEST Partners
Georgia
$111M -$3.26M -85,641 -3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$110M -$4.02M -105,622 -4%
BAMCO Inc
5
BAMCO Inc
New York
$81.1M -$7.61M -200,000 -9%
State Street
6
State Street
Massachusetts
$76.1M +$2.57M +67,550 +4%
Millennium Management
7
Millennium Management
New York
$74.2M +$23.7M +623,459 +52%
Invesco
8
Invesco
Georgia
$51M +$979K +25,735 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$50.9M +$554K +14,567 +1%
American Century Companies
10
American Century Companies
Missouri
$47.7M +$8.92M +234,331 +25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$45.4M +$475K +12,493 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$42.5M +$7.22M +189,699 +22%
FCM
13
Frontier Capital Management
Massachusetts
$36.9M -$772K -20,274 -2%
Morgan Stanley
14
Morgan Stanley
New York
$32M +$829K +21,777 +3%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$26.9M -$5.97M -156,948 -19%
PCM
16
Palisade Capital Management
New Jersey
$25M -$1.52M -39,870 -6%
Charles Schwab
17
Charles Schwab
California
$24.2M +$262K +6,872 +1%
Goldman Sachs
18
Goldman Sachs
New York
$23.4M -$4.92M -129,408 -18%
WP
19
Woodline Partners
California
$23.2M +$1.41M +37,131 +7%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$21.3M -$52.9K -1,390 -0.3%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$21.2M -$247K -6,498 -1%
Northern Trust
22
Northern Trust
Illinois
$18.5M +$18.7K +492 +0.1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$17.8M +$168K +4,423 +1%
UBS Group
24
UBS Group
Switzerland
$17.3M +$1.54M +40,422 +10%
Wells Fargo
25
Wells Fargo
California
$16.9M -$542K -14,252 -3%

CAKE Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q3 2024, worth a combined $1.89B — up 2.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CAKE positions and 25 closed out — a net gain of 15 holders — while 79 added to existing stakes and 98 trimmed.

The largest buyer was Millennium Management, adding an estimated $23.7M. The largest seller was Balyasny Asset Management, cutting an estimated $18.6M.

  • 273 institutional investors held Cheesecake Factory (CAKE) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $1.89B of Cheesecake Factory stock for Q3 2024, up 2.1% quarter-over-quarter.
  • 40 funds opened new Cheesecake Factory positions in Q3 2024 and 25 closed out, a net change of +15 holders.
  • The largest Cheesecake Factory buyer in Q3 2024 was Millennium Management, an estimated $23.7M added.
  • The largest Cheesecake Factory seller in Q3 2024 was Balyasny Asset Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2024.