CHEF icon

Chefs' Warehouse
CHEF

Overview Fund Activity

170 hedge funds and large institutions have $1.4B invested in Chefs' Warehouse in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
51
Reduced
62
Closed
13
Calls
$24.2M
Puts
$16.1M
Net Calls
+$8.1M
Net Calls Change
+$38K

Top Buyers

1
LPAM
Legion Partners Asset Management
California
+$50M
2
Millennium Management
Millennium Management
New York
+$26M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$23.2M
4
Victory Capital Management
Victory Capital Management
Texas
+$16M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37.9M
2
Nomura Holdings
Nomura Holdings
Japan
-$36M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$10.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.77K +$3.77K +100 New
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$3.58K – – –
LC
153
Lindbrook Capital
California
$2.3K – – –
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$2.18K +$2.18K +58 New
Franklin Resources
155
Franklin Resources
California
$1.96K +$1.96K +52 New
HCM
156
Hollencrest Capital Management
California
$1.73K +$1.73K +46 New
A
157
AlphaQuest
New York
$1.36K +$1.36K +36 New
EWA
158
EverSource Wealth Advisors
Alabama
$1.26K – – –
MBFW
159
Morton Brown Family Wealth
Pennsylvania
$1.21K – – –
AF
160
Allworth Financial
California
$1.09K – – –
C
161
Covestor
United Kingdom
$1K +$833 +15 +500%
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$979 – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$716 – – –
UB
164
UMB Bank
Missouri
$527 +$527 +14 New
ECM
165
Everence Capital Management
Indiana
$314 – – –
AWM
166
Abound Wealth Management
Tennessee
$302 – – –
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$301 +$301 +8 New
AWM
168
Avior Wealth Management
Nebraska
$263 +$263 +7 New
RIL
169
Rothschild Investment LLC
Illinois
$188 +$188 +5 New
FFA
170
Farther Finance Advisors
California
$37 – – –
Nomura Holdings
171
Nomura Holdings
Japan
– -$36M -1,223,141 Closed
Squarepoint
172
Squarepoint
New York
– -$1.93M -65,461 Closed
WG
173
Winton Group
United Kingdom
– -$987K -33,552 Closed
AIM
174
Aigen Investment Management
New York
– -$563K -19,145 Closed
Two Sigma Advisers
175
Two Sigma Advisers
New York
– -$441K -15,000 Closed
4 5 6
7
8