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Chefs' Warehouse
CHEF

Overview Fund Activity

161 hedge funds and large institutions have $1.08B invested in Chefs' Warehouse in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
44
Reduced
57
Closed
20
Calls
$14M
Puts
$5.58M
Net Calls
+$8.41M
Net Calls Change
+$257K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$94M
2
SIMG
2
Stephens Investment Management Group
Texas
$28.5M
3
BlackRock
3
BlackRock
New York
$180M
4
JG
4
Jefferies Group
New York
$5M
5
Nomura Holdings
5
Nomura Holdings
Japan
$2.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.8M
2
Jane Street
2
Jane Street
New York
$0
3
GIM
3
Granahan Investment Management
Massachusetts
$13.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$9.94M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
126
Point72 Hong Kong
Hong Kong
$86K +$86K +2,591 New
Osaic Holdings
127
Osaic Holdings
Arizona
$81K -$434 -13 -0.5%
SOW
128
State of Wyoming
Wyoming
$67K +$67K +2,005 New
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K -$2.6K -78 -4%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$59K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$50K -$1.46K -44 -3%
SPIA
132
Steward Partners Investment Advisory
New York
$45K -$7.06K -210 -14%
IA
133
IFP Advisors
Florida
$33K – – –
SWM
134
Spire Wealth Management
Virginia
$28K – – –
SBL
135
Sargent Bickham Lagudis
Colorado
$27K – – –
RFWA
136
RPg Family Wealth Advisory
Massachusetts
$24.1K – – –
WWM
137
Wolff Wiese Magana
California
$22K – – –
NFSG
138
Newbridge Financial Services Group
Florida
$21K – – –
CA
139
CoreCap Advisors
Michigan
$17K +$17K +500 New
VCM
140
Versant Capital Management
Arizona
$15K -$293 -9 -2%
TRCT
141
Tower Research Capital (TRC)
New York
$14K -$79K -2,448 -85%
SWA
142
Sutton Wealth Advisors
Florida
$12.8K +$733 +22 +6%
DFCM
143
Dark Forest Capital Management
Puerto Rico
$9K +$9K +266 New
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$8.33K – – –
FHA
145
First Horizon Advisors
Tennessee
$8K – – –
TCWM
146
Total Clarity Wealth Management
Illinois
$8K +$670 +19 +9%
EWA
147
EverSource Wealth Advisors
Alabama
$5K +$5K +153 New
TWA
148
TCI Wealth Advisors
Arizona
$4K – – –
FF
149
FourThought Financial
Florida
$4K – – –
RFA
150
Reilly Financial Advisors
California
$4K +$4K +125 New
4 5
6
7 8