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Chefs' Warehouse

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

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

50% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $16.1M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more capital invested

Capital invested by funds: $1.1B → $1.4B (+$300M)

10% more funds holding

Funds holding: 155170 (+15)

0.39% less ownership

Funds ownership: 94%93.6% (-0.39%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.45%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.77K +$3.42K +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 +$1.99K +58 New
Franklin Resources
155
Franklin Resources
California
$1.96K +$1.78K +52 New
HCM
156
Hollencrest Capital Management
California
$1.73K +$1.57K +46 New
A
157
AlphaQuest
New York
$1.36K +$1.23K +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 +$514 +15 +500%
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$979
PFBT
163
Parkside Financial Bank & Trust
Missouri
$716
UB
164
UMB Bank
Missouri
$527 +$479 +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 +$274 +8 New
AWM
168
Avior Wealth Management
Nebraska
$263 +$240 +7 New
RIL
169
Rothschild Investment LLC
Illinois
$188 +$171 +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

CHEF Hedge Fund Activity: Q1 2024 in Review

170 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q1 2024, worth a combined $1.4B — up 27% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CHEF positions and 13 closed out — a net gain of 15 holders — while 51 added to existing stakes and 62 trimmed.

The largest buyer was Legion Partners Asset Management, opening a new position worth an estimated $45.5M. The largest seller was Nomura Holdings, exiting entirely with an estimated $36M sold.

  • 170 institutional investors held Chefs' Warehouse (CHEF) as of Q1 2024, up from 155 in Q4 2023.
  • Funds reported $1.4B of Chefs' Warehouse stock for Q1 2024, up 27% quarter-over-quarter.
  • 28 funds opened new Chefs' Warehouse positions in Q1 2024 and 13 closed out, a net change of +15 holders.
  • The largest Chefs' Warehouse buyer in Q1 2024 was Legion Partners Asset Management, an estimated $45.5M added.
  • The largest Chefs' Warehouse seller in Q1 2024 was Nomura Holdings, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2024.