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Chefs' Warehouse
CHEF

Overview Fund Activity

179 hedge funds and large institutions have $1.42B invested in Chefs' Warehouse in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
56
Reduced
70
Closed
18
Calls
$17M
Puts
$6.97M
Net Calls
+$10.1M
Net Calls Change
+$1.96M

Top Buyers

1
Invesco
1
Invesco
Georgia
$30.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$11.4M
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$4.07M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$31.7M
5
HCA
5
Harbor Capital Advisors
Illinois
$3.69M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$13.5M
2
LPAM
2
Legion Partners Asset Management
California
$43.2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$18.3M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$642K
5
SAM
5
Silvercrest Asset Management
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$14.6K +$821 +21 +6%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$14K +$2.2K +56 +19%
FFO
153
Fortitude Family Office
Arizona
$10.1K +$10.1K +257 New
AAP
154
Arax Advisory Partners
Colorado
$9.93K +$9.93K +254 New
CFM
155
Catalyst Funds Management
Australia
$7.82K +$7.82K +200 New
SIS
156
Strategic Investment Solutions
Illinois
$7.62K +$7.62K +250 New
HMS
157
Hanseatic Management Services
New Mexico
$6.53K – – –
HNB
158
Huntington National Bank
Ohio
$5.67K +$196 +5 +4%
SAM
159
Smartleaf Asset Management
Massachusetts
$4.26K +$4.26K +109 New
Walleye Capital
160
Walleye Capital
New York
$4.11K +$4.11K +105 New
NA
161
NewEdge Advisors
Louisiana
$3.91K – – –
LWANC
162
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.91K – – –
LC
163
Lindbrook Capital
California
$3.13K +$743 +19 +31%
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$2.74K -$978 -25 -26%
UB
165
UMB Bank
Missouri
$1.72K +$1.17K +30 +214%
EWA
166
EverSource Wealth Advisors
Alabama
$1.58K – – –
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$1.41K +$1.1K +28 +350%
MBFW
168
Morton Brown Family Wealth
Pennsylvania
$1.31K – – –
AF
169
Allworth Financial
California
$1.2K – – –
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$1.02K – – –
C
171
Covestor
United Kingdom
$1K +$217 +5 +28%
IC
172
Innealta Capital
Texas
$782 +$782 +20 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$744 – – –
HCM
174
Hollencrest Capital Management
California
$626 -$1.17K -30 -65%
RIL
175
Rothschild Investment LLC
Illinois
$587 +$391 +10 +200%
4 5 6
7
8