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Chefs' Warehouse
CHEF

Overview Fund Activity

157 hedge funds and large institutions have $1.05B invested in Chefs' Warehouse in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
52
Reduced
57
Closed
20
Calls
$17.7M
Puts
$9.59M
Net Calls
+$8.16M
Net Calls Change
-$24.3M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$79.7M
2
Wells Fargo
Wells Fargo
California
$28.8M
3
WA
Wasatch Advisors
Utah
$32.2M
4
Jane Street
Jane Street
New York
$8.48M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$16.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$24.3M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$110M
3
RA
Royce & Associates
New York
$3.59M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$3.31M
5
Macquarie Group
Macquarie Group
Australia
$2.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$50K +$484 +15 +1%
SPIA
127
Steward Partners Investment Advisory
New York
$50K +$5.62K +174 +13%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$40K +$40K +1,243 New
IA
129
IFP Advisors
Florida
$33K – – –
SWM
130
Spire Wealth Management
Virginia
$27K – – –
SBL
131
Sargent Bickham Lagudis
Colorado
$26K – – –
RFWA
132
RPg Family Wealth Advisory
Massachusetts
$23.6K – – –
WWM
133
Wolff Wiese Magana
California
$21K – – –
NFSG
134
Newbridge Financial Services Group
Florida
$20K -$10.5K -326 -34%
VCM
135
Versant Capital Management
Arizona
$15K +$224 +7 +2%
CG
136
Cutler Group
California
$12K -$68.3K -2,106 -85%
SWA
137
Sutton Wealth Advisors
Florida
$11.8K – – –
GPA
138
Guidance Point Advisors
Massachusetts
$10K +$10K +328 New
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$9K +$6.72K +200 +294%
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$8.14K +$8.14K +250 New
FHA
141
First Horizon Advisors
Tennessee
$8K – – –
TCWM
142
Total Clarity Wealth Management
Illinois
$7K +$7K +208 New
MGIM
143
M&G Investment Management
United Kingdom
$4.99K +$522 +15,808 +12%
MAM
144
Meeder Asset Management
Ohio
$4K -$180 -5 -4%
ST
145
Sageworth Trust
Pennsylvania
$4K – – –
TWA
146
TCI Wealth Advisors
Arizona
$4K +$2.15K +70 +117%
CFA
147
Cahill Financial Advisors
Minnesota
$4K +$4K +138 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$3K -$1.92K -64 -39%
FF
149
FourThought Financial
Florida
$3K – – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$3K +$150 +5 +5%
3 4 5
6
7