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CAVA Group
CAVA

Overview Fund Activity

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
Holders
138
Holders Change
+49
Holders Change %
+55.06%
% of All Funds
2.2%
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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$62.1M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$19.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$17.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$14.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$35.2M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$17.5M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$13.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.99M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$8.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PSI Advisors
Florida
$2.3K +$766 +25 +50%
WTA
127
Washington Trust Advisors
Massachusetts
$2.18K +$2.18K +71 New
NA
128
NewEdge Advisors
Louisiana
$2.02K +$61 +2 +3%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$1.78K +$1.78K +58 New
AF
130
Advisornet Financial
Minnesota
$1.53K +$766 +25 +100%
HWA
131
Heritage Wealth Advisors
Virginia
$1.23K +$1.23K +40 New
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$1.08K +$1.08K +35 New
UB
133
UMB Bank
Missouri
$1.01K +$1.01K +33 New
CSC
134
Caldwell Sutter Capital
California
$766 +$766 +25 New
CWP
135
Concord Wealth Partners
Virginia
$429 +$429 +14 New
GI
136
Gradient Investments
Minnesota
$368 – – –
IFAM
137
Institutional & Family Asset Management
Colorado
$184 – – –
QCG
138
Quadrant Capital Group
Ohio
$123 +$123 +4 New
EWM
139
Evermay Wealth Management
Virginia
$31 +$31 +1 New
Millennium Management
140
Millennium Management
New York
– -$4.9M -119,674 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
– -$4.49M -109,609 Closed
IP
142
Interval Partners
New York
– -$3.5M -85,480 Closed
Norges Bank
143
Norges Bank
Norway
– -$3.04M -74,160 Closed
HSBC Holdings
144
HSBC Holdings
United Kingdom
– -$1.78M -42,660 Closed
Neuberger Berman Group
145
Neuberger Berman Group
New York
– -$1.51M -36,850 Closed
PMEF
146
Point72 Middle East FZE
United Arab Emirates
– -$1.07M -26,155 Closed
VF
147
Virtu Financial
New York
– -$887K -21,655 Closed
DKCM
148
Davidson Kempner Capital Management
New York
– -$659K -16,100 Closed
BC
149
Brookfield Corp
Ontario, Canada
– -$614K -15,000 Closed
ZP
150
Zimmer Partners
New York
– -$410K -10,000 Closed
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