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Chefs' Warehouse
CHEF

Overview Fund Activity

185 hedge funds and large institutions have $1.85B invested in Chefs' Warehouse in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-9
Holders Change %
-4.64%
% 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
0.05%
New
24
Increased
71
Reduced
54
Closed
29
Calls
$5.69M
Puts
$3.1M
Net Calls
+$2.59M
Net Calls Change
-$6.76M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$20.4M
3
TCM
3
TimesSquare Capital Management
New York
$19.5M
4
CM
4
Cercano Management
Washington
$18.5M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$25.3M

Top Sellers

1
LPAM
1
Legion Partners Asset Management
California
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$99.2M
3
GIM
3
Granahan Investment Management
Massachusetts
$9.34M
4
PCC
4
Perry Creek Capital
New York
$3.51M
5
HCA
5
Harbor Capital Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$34.1K +$8.88K +180 +35%
SAM
152
Smartleaf Asset Management
Massachusetts
$29.1K +$21.9K +446 +303%
AAP
153
Arax Advisory Partners
Colorado
$27K – – –
S
154
SignatureFD
Georgia
$26.9K – – –
CA
155
CoreCap Advisors
Michigan
$24K +$296 +6 +1%
FFO
156
Fortitude Family Office
Arizona
$23.3K +$10.6K +215 +84%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.5K -$2.47K -50 -10%
PA
158
Parallel Advisors
California
$21.8K – – –
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$18K +$1.55K +31 +9%
VCM
160
Versant Capital Management
Arizona
$17K -$1.38K -28 -8%
HMS
161
Hanseatic Management Services
New Mexico
$8.24K – – –
HNB
162
Huntington National Bank
Ohio
$7.15K – – –
AF
163
Allworth Financial
California
$6.39K +$4.83K +90 +310%
SS
164
SBI Securities
Japan
$5.57K +$5.57K +113 New
NA
165
NewEdge Advisors
Louisiana
$4.93K – – –
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.93K – – –
UB
167
UMB Bank
Missouri
$4.14K – – –
C
168
Covestor
United Kingdom
$4K +$2.76K +51 +222%
LC
169
Lindbrook Capital
California
$3.95K -$444 -9 -10%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$3.95K +$1.58K +32 +67%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$3.45K – – –
EWA
172
EverSource Wealth Advisors
Alabama
$2.52K +$641 +13 +34%
ACM
173
Aster Capital Management
United Arab Emirates
$2.47K -$10.1K -205 -80%
RIL
174
Rothschild Investment LLC
Illinois
$2.22K +$493 +10 +29%
Bessemer Group
175
Bessemer Group
New Jersey
$2K – – –
5 6
7
8 9