We are live on ! Find out more
CHEF icon

Chefs' Warehouse

156 hedge funds and large institutions have $964M invested in Chefs' Warehouse in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $50.8M | Put options by funds: $14.7M

21% more capital invested

Capital invested by funds: $796M → $964M (+$169M)

2.93% more ownership

Funds ownership: 82.05%84.98% (+2.9%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

8% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 59

1% less funds holding

Funds holding: 158156 (-2)

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
54
Reduced
59
Closed
25
Calls
$50.8M
Puts
$14.7M
Net Calls
+$36.1M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$94K -$69.2K -2,330 -43%
WT
127
Washington Trust
Rhode Island
$91K
Osaic Holdings
128
Osaic Holdings
Arizona
$83K +$7.99K +269 +11%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$79K +$36.1K +1,215 +87%
QT
130
Quantbot Technologies
New York
$78K -$339K -11,432 -82%
AIP
131
Ameritas Investment Partners
Nebraska
$78K
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K +$4.75K +160 +8%
BFEC
133
Benjamin F. Edwards & Company
Missouri
$56K -$18K -607 -25%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$53K +$980 +33 +2%
SPIA
135
Steward Partners Investment Advisory
New York
$37.7K +$1.46K +49 +4%
IA
136
IFP Advisors
Florida
$30K +$29.7K +1,000 New
SWM
137
Spire Wealth Management
Virginia
$26K +$25K +842 New
SBL
138
Sargent Bickham Lagudis
Colorado
$24K
WWM
139
Wolff Wiese Magana
California
$19K
PHK
140
Point72 Hong Kong
Hong Kong
$17K +$16.6K +560 New
VCM
141
Versant Capital Management
Arizona
$14K
SWA
142
Sutton Wealth Advisors
Florida
$11K
NFSG
143
Newbridge Financial Services Group
Florida
$10K +$9.68K +326 New
FHA
144
First Horizon Advisors
Tennessee
$6K
TCWM
145
Total Clarity Wealth Management
Illinois
$6K +$6.18K +208 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$5K +$3.56K +120 +400%
MAM
147
Meeder Asset Management
Ohio
$4K -$445 -15 -11%
FF
148
FourThought Financial
Florida
$4K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$3K
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$2K

CHEF Hedge Fund Activity: Q1 2021 in Review

156 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q1 2021, worth a combined $964M — up 21% from $796M a quarter earlier.

Fund positioning in CHEF was balanced in Q1 2021: 25 funds opened new positions, 25 closed out, 54 added to existing stakes and 59 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $18.1M. The largest seller was Crescent Park Management, exiting entirely with an estimated $21.8M sold.

  • 156 institutional investors held Chefs' Warehouse (CHEF) as of Q1 2021, down from 158 in Q4 2020.
  • Funds reported $964M of Chefs' Warehouse stock for Q1 2021, up 21% quarter-over-quarter.
  • 25 funds opened new Chefs' Warehouse positions in Q1 2021 and 25 closed out, a net change of 0 holders.
  • The largest Chefs' Warehouse buyer in Q1 2021 was Silvercrest Asset Management, an estimated $18.1M added.
  • The largest Chefs' Warehouse seller in Q1 2021 was Crescent Park Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2021.