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CAVA Group

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
Holders
200
Holders Change
+62
Holders Change %
+44.93%
% of All Funds
2.93%
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
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
151
Glassman Wealth Services
Virginia
$119K +$90K +2,095 +315%
HCM
152
Hollencrest Capital Management
California
$105K
FFA
153
Farther Finance Advisors
California
$65.6K +$65.6K +1,526 New
RDFA
154
Ritter Daniher Financial Advisory
Ohio
$64.5K +$64.5K +1,500 New
CA
155
Clearstead Advisors
Ohio
$43.3K -$43.3K -1,008 -50%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.7K +$38.7K +900 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$36.7K -$688 -16 -2%
MIM
158
MetLife Investment Management
New Jersey
$35.6K -$516 -12 -1%
MA
159
Montag & Associates
Georgia
$25.8K +$25.8K +600 New
HI
160
Hoey Investments
Pennsylvania
$22.6K
TFA
161
Toth Financial Advisory
Virginia
$21.7K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$21.5K
GWMIA
163
Global Wealth Management Investment Advisory
Florida
$18.3K +$14K +325 +325%
SPIA
164
Steward Partners Investment Advisory
New York
$16.5K
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$16.4K +$2.15K +50 +15%
BWL
166
Bogart Wealth LLC
Virginia
$14.8K -$860 -20 -5%
NFSG
167
Newbridge Financial Services Group
Florida
$12.9K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$11K +$1.1K +25 +11%
SSB
169
Sandy Spring Bank
Maryland
$10.5K +$43 +1 +0.4%
SA
170
Scarborough Advisors
Maryland
$10.5K +$10.5K +244 New
AIG
171
American International Group
New York
$10.4K -$301 -7 -3%
HGERS
172
Householder Group Estate & Retirement Specialist
Arizona
$10K
CAM
173
Creekmur Asset Management
Illinois
$5.37K +$5.37K +125 New
GI
174
GAMMA Investing
California
$4.77K +$4.77K +102 New
SC
175
SouthState Corp
Florida
$4.73K