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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
HT
101
Headlands Technologies
Illinois
$26.3K +$37.5K +859 New
MIM
102
MetLife Investment Management
New Jersey
$25.7K +$36.7K +840 New
GWS
103
Glassman Wealth Services
Virginia
$20.4K -$1.22K -28 -4%
HI
104
Hoey Investments
Pennsylvania
$16.1K +$22.9K +525 New
TFA
105
Toth Financial Advisory
Virginia
$15.5K +$22.1K +506 New
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$15.3K +$21.8K +500 New
SPIA
107
Steward Partners Investment Advisory
New York
$11.8K -$53.5K -1,225 -76%
BWL
108
Bogart Wealth LLC
Virginia
$11.1K +$12.4K +285 +361%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$10.2K +$14.5K +332 New
Citigroup
110
Citigroup
New York
$9.19K +$13.1K +300 New
NFSG
111
Newbridge Financial Services Group
Florida
$9.19K +$13.1K +300 New
HGERS
112
Householder Group Estate & Retirement Specialist
Arizona
$7.66K +$10.9K +250 New
AIG
113
American International Group
New York
$7.6K +$10.8K +248 New
SSB
114
Sandy Spring Bank
Maryland
$7.47K +$218 +5 +2%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$7K +$9.86K +226 New
WWP
116
WR Wealth Planners
Missouri
$3.83K +$4.36K +100 +400%
SC
117
SouthState Corp
Florida
$3.37K +$4.8K +110 New
US Bancorp
118
US Bancorp
Minnesota
$3.06K -$4.8K -110 -52%
FWM
119
Focused Wealth Management
New York
$3.06K +$4.36K +100 New
GWMIA
120
Global Wealth Management Investment Advisory
Florida
$3.06K +$4.36K +100 New
HIA
121
Harbor Investment Advisory
Maryland
$3.06K +$4.36K +100 New
IA
122
IFP Advisors
Florida
$3.06K +$4.36K +100 New
BFEC
123
Benjamin F. Edwards & Company
Missouri
$3K +$4.36K +100 New
MA
124
MCF Advisors
Kentucky
$2.6K +$3.71K +85 New
LC
125
Lindbrook Capital
California
$2.51K

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.