CAVA icon

CAVA Group
CAVA

Overview Fund Activity

289 hedge funds and large institutions have $5.86B invested in CAVA Group in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 94 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+89
Holders Change %
+44.5%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
118
Increased
94
Reduced
57
Closed
27
Calls
$312M
Puts
$210M
Net Calls
+$102M
Net Calls Change
+$164M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M
4
Two Sigma Investments
Two Sigma Investments
New York
+$83.2M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$66M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$523M
2
AG
Artal Group
Luxembourg
-$385M
3
RGMC
Revolution Growth Management Company
District of Columbia
-$140M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$55.1M
5
Jennison Associates
Jennison Associates
New York
-$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWMG
201
National Wealth Management Group
Ohio
$258K +$258K +3,689 New
GIA
202
Gladstone Institutional Advisory
Florida
$257K +$257K +3,675 New
M&T Bank
203
M&T Bank
New York
$257K -$232K -3,312 -47%
NFSG
204
Newbridge Financial Services Group
Florida
$250K +$229K +3,275 +1,092%
BFM
205
Boothbay Fund Management
New York
$249K +$249K +3,550 New
KeyBank National Association
206
KeyBank National Association
Ohio
$247K -$253K -3,615 -51%
DG
207
DMC Group
Alabama
$243K +$243K +3,471 New
SIM
208
Sentry Investment Management
Wisconsin
$233K – – –
RI
209
Ridgewood Investments
New Jersey
$233K +$233K +3,320 New
MSRPS
210
Maryland State Retirement & Pension System
Maryland
$230K +$230K +3,767 New
MC
211
Moors & Cabot
Massachusetts
$228K +$228K +3,250 New
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$225K +$225K +3,207 New
JSC
213
Jackson Square Capital
California
$218K +$218K +3,111 New
HCM
214
Hollencrest Capital Management
California
$214K +$42K +600 +25%
LNWWM
215
Laird Norton Wetherby Wealth Management
California
$212K -$166K -2,370 -44%
GAM
216
Gotham Asset Management
New York
$209K +$209K +2,980 New
JIC
217
Johnson Investment Counsel
Ohio
$206K +$206K +2,940 New
TWC
218
TD Waterhouse Canada
Ontario, Canada
$205K +$205K +70 New
AB
219
Amalgamated Bank
New York
$202K -$17.3K -248 -8%
MIM
220
MetLife Investment Management
New Jersey
$173K +$115K +1,643 +198%
PS
221
Principal Securities
Iowa
$172K +$172K +2,450 New
AI
222
AdvisorShares Investments
Maryland
$165K +$165K +2,350 New
FFA
223
Farther Finance Advisors
California
$137K +$32.8K +480 +31%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$129K +$129K +1,885 New
NA
225
NewEdge Advisors
Louisiana
$128K +$123K +1,759 +2,665%
7 8
9
10 11