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Chefs' Warehouse
CHEF

Overview Fund Activity

163 hedge funds and large institutions have $739M invested in Chefs' Warehouse in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
65
Reduced
56
Closed
25
Calls
$10.9M
Puts
$16.6M
Net Calls
-$5.67M
Net Calls Change
+$1.24M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.01M
3
GIM
3
Granahan Investment Management
Massachusetts
$7.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.4M
5
GF
5
Greenhouse Funds
Maryland
$55.9M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$86.4K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.1M
3
PI
3
Putnam Investments
Massachusetts
$0
4
Ameriprise
4
Ameriprise
Minnesota
$10.7M
5
FAM
5
Fred Alger Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$172K -$357K -12,449 -68%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$148K +$36.3K +1,713 +32%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$113K +$46.5K +2,202 +70%
Point72 Asset Management
129
Point72 Asset Management
Connecticut
$86.4K -$15.8M -743,892 -99%
ACM
130
Aquatic Capital Management
Illinois
$78K +$78K +3,700 New
US Bancorp
131
US Bancorp
Minnesota
$75.7K -$40.3K -1,901 -35%
AIP
132
Ameritas Investment Partners
Nebraska
$74.1K +$12.5K +591 +20%
TRCT
133
Tower Research Capital (TRC)
New York
$48K +$28.8K +1,361 +150%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$47.2K -$1.76K -83 -4%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$46.3K +$5.15K +243 +13%
CAS
136
Coppell Advisory Solutions
Texas
$44.1K +$44.1K +1,325 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$41.3K -$3.18K -150 -7%
KBC Group
138
KBC Group
Belgium
$27K -$31.7K -1,474 -54%
Skandinaviska Enskilda Banken (SEB)
139
Skandinaviska Enskilda Banken (SEB)
Sweden
$25K -$4.17K -200 -14%
Osaic Holdings
140
Osaic Holdings
Arizona
$24.1K +$8.15K +385 +51%
IA
141
IFP Advisors
Florida
$21.2K – – –
BTI
142
Blue Trust Inc
Georgia
$20K – – –
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$500 +24 +5%
VCM
144
Versant Capital Management
Arizona
$9.49K – – –
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$6.02K +$5.63K +266 +1,478%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.48K +109 +98%
SPIA
147
Steward Partners Investment Advisory
New York
$4.68K -$6.35K -300 -58%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$3.18K +$1.42K +67 +81%
NA
149
NewEdge Advisors
Louisiana
$2.12K – – –
LFA
150
LGT Financial Advisors
Texas
$2.1K +$2.1K +99 New
4 5
6
7 8