We are live on ! Find out more
CAVA icon

CAVA Group

138 hedge funds and large institutions have $2.32B invested in CAVA Group in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 25

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

55% more funds holding

Funds holding: 89138 (+49)

3.35% more ownership

Funds ownership: 63.13%66.48% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less capital invested

Capital invested by funds: $2.88B → $2.32B (-$563M)

40% less call options, than puts

Call options by funds: $43.2M | Put options by funds: $71.9M

Holders
138
Holders Change
+49
Holders Change %
+55.06%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
36
Reduced
20
Closed
25
Calls
$43.2M
Puts
$71.9M
Net Calls
-$28.7M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$318K +$453K +10,377 New
RFM
77
Royal Fund Management
Florida
$306K +$436K +10,000 New
Capstone Investment Advisors
78
Capstone Investment Advisors
New York
$303K +$432K +9,904 New
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$287K +$409K +9,367 New
Daiwa Securities Group
80
Daiwa Securities Group
Japan
$276K +$393K +9,005 New
LCWP
81
Legacy Capital Wealth Partners
Arkansas
$263K +$375K +8,600 New
RC
82
Renaissance Capital
Connecticut
$257K +$366K +8,387 New
Walleye Trading
83
Walleye Trading
New York
$254K +$361K +8,277 New
Treasurer of the State of North Carolina
84
Treasurer of the State of North Carolina
North Carolina
$217K +$309K +7,090 New
RJFSA
85
Raymond James Financial Services Advisors
Florida
$215K +$306K +7,019 New
JF
86
Jump Financial
Illinois
$215K +$306K +7,011 New
GGHC
87
Gilder Gagnon Howe & Co
New York
$211K -$27.3K -625 -8%
DWM
88
Dakota Wealth Management
Florida
$210K -$33.3K -763 -10%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$201K +$287K +6,578 New
Citadel Advisors
90
Citadel Advisors
Florida
$186K -$14.2M -326,308 -98%
SIM
91
Sandia Investment Management
Massachusetts
$153K
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$110K +$157K +3,595 New
AB
93
Amalgamated Bank
New York
$103K +$147K +3,360 New
CG
94
Cutler Group
California
$102K -$168K -3,853 -54%
KI
95
Kapitalo Investimentos
Brazil
$90.1K +$128K +2,940 New
Walleye Capital
96
Walleye Capital
New York
$76.8K +$109K +2,506 New
HCM
97
Hollencrest Capital Management
California
$75K +$107K +2,448 New
CA
98
Clearstead Advisors
Ohio
$61.7K +$88K +2,016 New
TRCT
99
Tower Research Capital (TRC)
New York
$59.7K -$513K -11,752 -86%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$26.6K +$24.9K +570 +190%

CAVA Hedge Fund Activity: Q3 2023 in Review

138 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q3 2023, worth a combined $2.32B — down 20% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CAVA positions and 25 closed out — a net gain of 49 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.1M.

  • 138 institutional investors held CAVA Group (CAVA) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $2.32B of CAVA Group stock for Q3 2023, down 20% quarter-over-quarter.
  • 74 funds opened new CAVA Group positions in Q3 2023 and 25 closed out, a net change of +49 holders.
  • The largest CAVA Group buyer in Q3 2023 was Capital International Investors, an estimated $90.7M added.
  • The largest CAVA Group seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $50.1M sold.

Based on aggregated 13F filings for Q3 2023.