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CAVA Group
CAVA

Overview Fund Activity

386 hedge funds and large institutions have $7.78B invested in CAVA Group in 2024 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+97
Holders Change %
+33.56%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
133
Increased
123
Reduced
87
Closed
30
Calls
$493M
Puts
$392M
Net Calls
+$101M
Net Calls Change
-$1.66M

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$127M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$113M
3
Invesco
Invesco
Georgia
+$79.4M
4
BlackRock
BlackRock
New York
+$76M
5
Two Sigma Investments
Two Sigma Investments
New York
+$72.6M

Top Sellers

1
AG
Artal Group
Luxembourg
-$278M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$231M
3
RGMC
Revolution Growth Management Company
District of Columbia
-$103M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$95.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
351
Baldwin Wealth Partners
Massachusetts
$6.03K – – –
LWANC
352
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.84K – – –
MCM
353
MV Capital Management
Maryland
$5.57K – – –
LC
354
Lindbrook Capital
California
$5.19K -$2.78K -30 -35%
BIA
355
Bell Investment Advisors
California
$4.73K +$742 +8 +19%
CSC
356
Caldwell Sutter Capital
California
$4.64K – – –
HGA
357
Hobbs Group Advisors
South Carolina
$4.64K +$4.64K +50 New
JWM
358
Janiczek Wealth Management
Colorado
$4.45K – – –
BHWM
359
Beaird Harris Wealth Management
Texas
$4.24K +$4.24K +46 New
AF
360
Allworth Financial
California
$4K +$4K +50 New
MBFW
361
Morton Brown Family Wealth
Pennsylvania
$4K +$4K +50 New
PWMG
362
Prestige Wealth Management Group
New Jersey
$3.8K – – –
HWA
363
Heritage Wealth Advisors
Virginia
$3.71K – – –
BAM
364
Bellevue Asset Management
Washington
$3.34K – – –
RIL
365
Rothschild Investment LLC
Illinois
$3.25K – – –
WWP
366
WR Wealth Planners
Missouri
$2.78K -$2.6K -28 -48%
GWSG
367
GPS Wealth Strategies Group
Colorado
$2.32K – – –
Allspring Global Investments
368
Allspring Global Investments
North Carolina
$2.04K +$2.04K +22 New
CPA
369
Clear Point Advisors
New York
$1.48K +$371 +4 +33%
CFO
370
CVA Family Office
Colorado
$1.39K +$1.39K +15 New
PA
371
Parallel Advisors
California
$1.39K +$1.39K +15 New
AIC
372
Archer Investment Corporation
Indiana
$1.3K +$1.3K +14 New
GI
373
Gradient Investments
Minnesota
$1.11K – – –
SCA
374
Stuart Chaussee & Associates
California
$928 – – –
PCMC
375
Planning Capital Management Corporation
Pennsylvania
$928 +$928 +10 New
13 14
15
16 17