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CAVA Group

291 hedge funds and large institutions have $5.86B invested in CAVA Group in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 57

62% more capital invested

Capital invested by funds: $3.61B → $5.86B (+$2.25B)

49% more call options, than puts

Call options by funds: $312M | Put options by funds: $210M

46% more funds holding

Funds holding: 200291 (+91)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.57% less ownership

Funds ownership: 73.93%73.36% (-0.57%)

Holders
291
Holders Change
+91
Holders Change %
+45.5%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
120
Increased
94
Reduced
57
Closed
27
Calls
$312M
Puts
$210M
Net Calls
+$102M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$128K +$94.3K +1,759 +2,665%
RA
227
RiverPark Advisors
New York
$119K +$90.9K +1,695 New
Deutsche Bank
228
Deutsche Bank
Germany
$106K +$81.4K +1,518 New
TFA
229
Toth Financial Advisory
Virginia
$105K +$53.6K +1,000 +198%
RDFA
230
Ritter Daniher Financial Advisory
Ohio
$105K
CMBA
231
C.M. Bidwell & Associates
Hawaii
$100K +$76.7K +1,430 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$100K +$30.8K +575 +67%
GWP
233
Gen-Wealth Partners
Michigan
$87.6K +$67K +1,250 New
LCM
234
Lynwood Capital Management
Ontario, Canada
$77.1K +$59K +1,100 New
CA
235
Clearstead Advisors
Ohio
$77K
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$75.9K +$49.6K +925 +2,643%
MA
237
Montag & Associates
Georgia
$70K +$21.4K +400 +67%
Daiwa Securities Group
238
Daiwa Securities Group
Japan
$70K -$190K -3,545 -78%
PA
239
PSI Advisors
Florida
$64.8K +$45.6K +850 +1,133%
IA
240
IFP Advisors
Florida
$64.1K +$47.4K +885 +2,950%
CA
241
CoreCap Advisors
Michigan
$50.1K +$38.3K +715 New
AIG
242
American International Group
New York
$49.7K +$25.1K +468 +194%
AWM
243
Avior Wealth Management
Nebraska
$42K +$32.2K +600 New
HI
244
Hoey Investments
Pennsylvania
$36.8K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$35K +$13.6K +254 +101%
BWL
246
Bogart Wealth LLC
Virginia
$34.5K +$7.93K +148 +43%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$31K +$3.22K +60 +16%
SPIA
248
Steward Partners Investment Advisory
New York
$27K
AIM
249
Arcadia Investment Management
Michigan
$21.6K +$16.6K +309 New
QL
250
Quarry LP
New York
$21.5K +$16.5K +307 New

CAVA Hedge Fund Activity: Q1 2024 in Review

291 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q1 2024, worth a combined $5.86B — up 62% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CAVA positions and 27 closed out — a net gain of 93 holders — while 94 added to existing stakes and 57 trimmed.

The largest buyer was Vanguard Group, adding an estimated $181M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $400M.

  • 291 institutional investors held CAVA Group (CAVA) as of Q1 2024, up from 200 in Q4 2023.
  • Funds reported $5.86B of CAVA Group stock for Q1 2024, up 62% quarter-over-quarter.
  • 120 funds opened new CAVA Group positions in Q1 2024 and 27 closed out, a net change of +93 holders.
  • The largest CAVA Group buyer in Q1 2024 was Vanguard Group, an estimated $181M added.
  • The largest CAVA Group seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2024.