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Chefs' Warehouse

157 hedge funds and large institutions have $1.05B invested in Chefs' Warehouse in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $881M → $1.05B (+$164M)

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

1.72% more ownership

Funds ownership: 83.87%85.59% (+1.7%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% less funds holding

Funds holding: 158157 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $560K

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
64
Reduced
57
Closed
19
Calls
Puts
$560K
Net Calls
-$560K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.02M -$210K -5,616 -4%
Morgan Stanley
27
Morgan Stanley
New York
$5.58M -$1.49M -39,838 -22%
Invesco
28
Invesco
Georgia
$5.23M -$231K -6,169 -5%
NIP
29
Nicholas Investment Partners
California
$5.11M +$632K +16,860 +15%
First Trust Advisors
30
First Trust Advisors
Illinois
$3.88M +$1.22M +32,644 +51%
PPA
31
Parametric Portfolio Associates
Washington
$3.86M -$692K -18,468 -16%
SEI Investments
32
SEI Investments
Pennsylvania
$3.7M -$410K -10,945 -11%
Deutsche Bank
33
Deutsche Bank
Germany
$2.98M -$983K -26,235 -26%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.97M +$117K +3,121 +4%
CCM
35
Cadence Capital Management
Massachusetts
$2.78M -$170K -4,546 -6%
Comerica Bank
36
Comerica Bank
Texas
$2.65M +$731K +19,516 +38%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.6M +$512K +13,676 +27%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$2.5M +$1.61M +42,966 +227%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.48M +$241K +6,431 +12%
CCPM
40
Cooper Creek Partners Management
New York
$2.46M +$2.29M +61,100 New
US Bancorp
41
US Bancorp
Minnesota
$2.38M -$415K -11,066 -16%
RHJA
42
Rice Hall James & Associates
California
$2.27M +$553K +14,763 +35%
FP
43
Foundry Partners
Minnesota
$2.19M -$13.5K -361 -0.7%
Stifel Financial
44
Stifel Financial
Missouri
$2.04M +$32.6K +869 +2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2M +$227K +6,069 +14%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.93M +$15K +400 +0.8%
DIA
47
Dana Investment Advisors
Wisconsin
$1.83M -$132K -3,524 -7%
Prudential Financial
48
Prudential Financial
New Jersey
$1.6M +$111K +2,960 +8%
KCM
49
Kennedy Capital Management
Missouri
$1.57M +$1.46M +39,051 New
AR
50
Advisory Research
Illinois
$1.56M -$540K -14,404 -27%

CHEF Hedge Fund Activity: Q3 2019 in Review

157 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q3 2019, worth a combined $1.05B — up 19% from $881M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CHEF positions and 19 closed out — a net gain of 1 holder — while 64 added to existing stakes and 57 trimmed.

The largest buyer was BlackRock, adding an estimated $10.5M. The largest seller was Millennium Management, exiting entirely with an estimated $5.49M sold.

  • 157 institutional investors held Chefs' Warehouse (CHEF) as of Q3 2019, down from 158 in Q2 2019.
  • Funds reported $1.05B of Chefs' Warehouse stock for Q3 2019, up 19% quarter-over-quarter.
  • 20 funds opened new Chefs' Warehouse positions in Q3 2019 and 19 closed out, a net change of +1 holder.
  • The largest Chefs' Warehouse buyer in Q3 2019 was BlackRock, an estimated $10.5M added.
  • The largest Chefs' Warehouse seller in Q3 2019 was Millennium Management, an estimated $5.49M sold.

Based on aggregated 13F filings for Q3 2019.