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Chefs' Warehouse

185 hedge funds and large institutions have $1.85B invested in Chefs' Warehouse in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $3.1M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

23% more capital invested

Capital invested by funds: $1.5B → $1.85B (+$350M)

5.15% more ownership

Funds ownership: 89.59%94.74% (+5.2%)

5% less funds holding

Funds holding: 194185 (-9)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
185
Holders Change
-9
Holders Change %
-4.64%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
24
Increased
71
Reduced
54
Closed
29
Calls
$5.69M
Puts
$3.1M
Net Calls
+$2.59M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
26
First Eagle Investment Management
New York
$19.5M +$697K +16,000 +4%
CM
27
Cercano Management
Washington
$18.5M +$16.3M +374,708 New
American Century Companies
28
American Century Companies
Missouri
$18M +$726K +16,683 +5%
WCM Investment Management
29
WCM Investment Management
California
$17.4M +$7.43M +170,600 +93%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$16.2M -$2.78M -63,732 -16%
ACB
31
Aristotle Capital Boston
Massachusetts
$15.2M -$1.51M -34,620 -10%
WA
32
Wasatch Advisors
Utah
$15M +$3.21M +73,670 +32%
PCM
33
Penn Capital Management
Pennsylvania
$14.8M -$3.93M -90,160 -23%
FCM
34
Frontier Capital Management
Massachusetts
$12M -$721K -16,547 -6%
Raymond James Financial
35
Raymond James Financial
Florida
$11M +$9.72M +223,239 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$10.9M -$1.56M -35,780 -14%
Goldman Sachs
37
Goldman Sachs
New York
$10.5M +$2.18M +50,016 +31%
SIMG
38
Stephens Investment Management Group
Texas
$10.5M +$109K +2,507 +1%
Macquarie Group
39
Macquarie Group
Australia
$9.79M +$8.64M +198,496 New
Lazard Asset Management
40
Lazard Asset Management
New York
$9.64M -$3.03M -69,560 -26%
GIM
41
Granahan Investment Management
Massachusetts
$9.34M -$9.58M -219,903 -54%
Principal Financial Group
42
Principal Financial Group
Iowa
$9.06M +$241K +5,542 +3%
UBS Group
43
UBS Group
Switzerland
$7.98M +$4.07M +93,478 +137%
First Trust Advisors
44
First Trust Advisors
Illinois
$7.31M +$5.8M +133,262 +893%
Bank of America
45
Bank of America
North Carolina
$6.49M +$243K +5,571 +4%
AG
46
Algert Global
California
$6.05M +$1.68M +38,541 +46%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$5.97M +$4.16M +95,550 +374%
GLA
48
Great Lakes Advisors
Illinois
$5.5M -$165K -3,794 -3%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$5.03M +$3.31M +76,023 +293%
Legal & General Group
50
Legal & General Group
United Kingdom
$4.75M +$8.97K +206 +0.2%

CHEF Hedge Fund Activity: Q4 2024 in Review

185 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q4 2024, worth a combined $1.85B — up 23% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CHEF and 24 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 71 added.

The largest buyer was Wellington Management Group, adding an estimated $70.2M. The largest seller was Legion Partners Asset Management, exiting entirely with an estimated $44.2M sold.

  • 185 institutional investors held Chefs' Warehouse (CHEF) as of Q4 2024, down from 194 in Q3 2024.
  • Funds reported $1.85B of Chefs' Warehouse stock for Q4 2024, up 23% quarter-over-quarter.
  • 24 funds opened new Chefs' Warehouse positions in Q4 2024 and 29 closed out, a net change of -5 holders.
  • The largest Chefs' Warehouse buyer in Q4 2024 was Wellington Management Group, an estimated $70.2M added.
  • The largest Chefs' Warehouse seller in Q4 2024 was Legion Partners Asset Management, an estimated $44.2M sold.

Based on aggregated 13F filings for Q4 2024.