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CAVA Group
CAVA

Overview Fund Activity

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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$134M
2
Ameriprise
Ameriprise
Minnesota
+$51.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$42.6M
5
Morgan Stanley
Morgan Stanley
New York
+$40.2M

Top Sellers

1
RGMC
Revolution Growth Management Company
District of Columbia
-$129M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$45.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$15.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$15M
5
Goldman Sachs
Goldman Sachs
New York
-$8.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
176
Lindbrook Capital
California
$4.69K +$1.16K +27 +33%
HNB
177
Huntington National Bank
Ohio
$4.34K +$4.34K +101 New
HIA
178
Harbor Investment Advisory
Maryland
$4.3K – – –
FWM
179
Focused Wealth Management
New York
$4.3K – – –
BFEC
180
Benjamin F. Edwards & Company
Missouri
$4K – – –
NS
181
NBC Securities
Alabama
$4K +$4K +100 New
MA
182
MCF Advisors
Kentucky
$3.65K – – –
PA
183
PSI Advisors
Florida
$3.22K – – –
WTA
184
Washington Trust Advisors
Massachusetts
$3.05K – – –
NA
185
NewEdge Advisors
Louisiana
$2.84K – – –
RIL
186
Rothschild Investment LLC
Illinois
$2.79K +$2.79K +65 New
AF
187
Advisornet Financial
Minnesota
$2.58K +$430 +10 +20%
BIA
188
Bell Investment Advisors
California
$2.28K +$2.28K +53 New
CSS
189
Cubist Systematic Strategies
Connecticut
$1.98K +$1.98K +46 New
HWA
190
Heritage Wealth Advisors
Virginia
$1.72K – – –
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$1.43K – – –
IA
192
IFP Advisors
Florida
$1.29K -$3.01K -70 -70%
TVAMP
193
Tennessee Valley Asset Management Partners
Tennessee
$1.29K +$1.29K +30 New
CSC
194
Caldwell Sutter Capital
California
$1.08K – – –
GI
195
Gradient Investments
Minnesota
$516 – – –
CPA
196
Clear Point Advisors
New York
$516 +$516 +12 New
IFAM
197
Institutional & Family Asset Management
Colorado
$473 +$215 +5 +83%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$358 -$2.24M -49,992 -100%
QCG
199
Quadrant Capital Group
Ohio
$172 – – –
DWM
200
Dogwood Wealth Management
Kansas
$172 +$172 +4 New
5 6 7
8
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