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CAVA Group
CAVA

200 hedge funds and large institutions have $3.61B invested in CAVA Group in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 69 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 22

188% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 24

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

56% more capital invested

Capital invested by funds: $2.32B → $3.61B (+$1.29B)

45% more funds holding

Funds holding: 138 → 200 (+62)

7.45% more ownership

Funds ownership: 66.48% → 73.93% (+7.4%)

44% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $142M

Holders
200
Holders Change
+62
Holders Change %
+44.93%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
84
Increased
69
Reduced
24
Closed
22
Calls
$80.2M
Puts
$142M
Net Calls
-$61.8M
Net Calls Change
-$33.1M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$109M
2
Ameriprise
Ameriprise
Minnesota
+$41.5M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$34.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$34.6M
5
Morgan Stanley
Morgan Stanley
New York
+$32.6M

Top Sellers

Rank Fund Capital Flow
1
RGMC
Revolution Growth Management Company
District of Columbia
-$105M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$37.1M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$12.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$12.2M
5
Goldman Sachs
Goldman Sachs
New York
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$3.46M +$2.36M +67,658 +524%
OCM
52
Osterweis Capital Management
California
$3.18M +$2.58M +73,995 New
CAM
53
Cresset Asset Management
Illinois
$2.98M +$2.41M +69,235 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$2.9M +$1.61M +46,120 +217%
Northern Trust
55
Northern Trust
Illinois
$2.83M +$466K +13,377 +25%
LCG
56
Lisanti Capital Growth
New York
$2.83M +$2.3M +65,890 New
PP
57
PDT Partners
New York
$2.69M +$2.18M +62,639 New
LPL Financial
58
LPL Financial
California
$2.66M +$643K +18,431 +42%
PI
59
Putnam Investments
Massachusetts
$2.66M +$2.16M +61,930 New
Principal Financial Group
60
Principal Financial Group
Iowa
$2.52M +$2.04M +58,596 New
AC
61
Armistice Capital
New York
$2.38M +$1.93M +55,436 New
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$2.36M +$296K +8,500 +18%
Stifel Financial
63
Stifel Financial
Missouri
$2.32M +$1.88M +53,871 New
Holocene Advisors
64
Holocene Advisors
New York
$2.24M +$1.82M +52,181 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.23M +$726K +20,837 +67%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$2.22M +$1.8M +51,636 New
WANY
67
Wealthspire Advisors (New York)
New York
$2.2M +$1.79M +51,283 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.14M -$416K -11,932 -19%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$2.02M -$408K -11,696 -20%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.93M +$1.56M +44,800 New
N
71
Nuveen
North Carolina
$1.83M +$19.9K +570 +1%
PCMU
72
Paragon Capital Management (Utah)
Utah
$1.73M +$1.4M +40,255 New
Macquarie Group
73
Macquarie Group
Australia
$1.72M +$1.39M +39,943 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$1.69M +$1.04M +29,932 +320%
FAM
75
Fred Alger Management
New York
$1.63M -$16.4K -469 -1%
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CAVA Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q4 2023, worth a combined $3.61B — up 56% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CAVA positions and 22 closed out — a net gain of 62 holders — while 69 added to existing stakes and 24 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $109M. The largest seller was Revolution Growth Management Company, cutting an estimated $105M.

  • 200 institutional investors held CAVA Group (CAVA) as of Q4 2023, up from 138 in Q3 2023.
  • Funds reported $3.61B of CAVA Group stock for Q4 2023, up 56% quarter-over-quarter.
  • 84 funds opened new CAVA Group positions in Q4 2023 and 22 closed out, a net change of +62 holders.
  • The largest CAVA Group buyer in Q4 2023 was Capital Research Global Investors, an estimated $109M added.
  • The largest CAVA Group seller in Q4 2023 was Revolution Growth Management Company, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2023.