CAVA Group
CAVA
200 hedge funds and large institutions have $3.58B invested in CAVA Group in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 69 increasing their positions, 23 reducing their positions, and 22 closing their positions.
282% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 22
200% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 23
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
55% more capital invested
Capital invested by funds: $2.32B → $3.58B (+$1.27B)
45% more funds holding
Funds holding: 138 → 200 (+62)
6.94% more ownership
Funds ownership: 66.48% → 73.42% (+6.9%)
44% less call options, than puts
Call options by funds: $80.2M | Put options by funds: $142M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$109M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.5M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$34.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$34.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGMC
Revolution Growth Management Company
Washington,
District of Columbia
|
-$105M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$37.1M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$12.8M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$12.2M |
| 5 |
Goldman Sachs
New York
|
-$6.52M |
CAVA Hedge Fund Activity: Q4 2023 in Review
200 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in CAVA Group (CAVA) for Q4 2023, worth a combined $3.58B — up 55% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new CAVA positions and 22 closed out — a net gain of 62 holders — while 69 added to existing stakes and 23 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $109M. The largest seller was Revolution Growth Management Company, cutting an estimated $105M.
- 200 institutional investors held CAVA Group (CAVA) as of Q4 2023, up from 138 in Q3 2023.
- Funds reported $3.58B of CAVA Group stock for Q4 2023, up 55% quarter-over-quarter.
- 84 funds opened new CAVA Group positions in Q4 2023 and 22 closed out, a net change of +62 holders.
- The largest CAVA Group buyer in Q4 2023 was Capital Research Global Investors, an estimated $109M added.
- The largest CAVA Group seller in Q4 2023 was Revolution Growth Management Company, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2023.