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Chefs' Warehouse

87 hedge funds and large institutions have $409M invested in Chefs' Warehouse in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 8487 (+3)

4% less capital invested

Capital invested by funds: $427M → $409M (-$18.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $291K

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
43
Reduced
20
Closed
8
Calls
Puts
$291K
Net Calls
-$291K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$58.7M +$2.39M +123,052 +4%
WA
2
Wasatch Advisors
Utah
$53.4M +$3.49M +179,455 +7%
BAMCO Inc
3
BAMCO Inc
New York
$44.9M -$2.37M -122,200 -5%
CWAM
4
Columbia Wanger Asset Management
Illinois
$31M
AllianceBernstein
5
AllianceBernstein
Tennessee
$29.2M -$974K -50,144 -3%
AVC
6
Arlington Value Capital
Utah
$19.6M +$19.2M +989,629 New
Luther King Capital Management (LKCM)
7
Luther King Capital Management (LKCM)
Texas
$16.5M +$1.4M +71,986 +9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$14.9M +$5.74M +295,329 +65%
EBIM
9
Eagle Boston Investment Management
Massachusetts
$13M -$713K -36,698 -5%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$12.8M +$12.6M +648,691 New
BTW
11
Boston Trust Walden
Massachusetts
$12.6M +$204K +10,476 +2%
Vanguard Group
12
Vanguard Group
Pennsylvania
$12.1M +$403K +20,721 +4%
BFA
13
BlackRock Fund Advisors
California
$8.87M -$364K -18,743 -4%
Select Equity Group
14
Select Equity Group
New York
$7.15M +$170K +8,755 +2%
TAM
15
THB Asset Management
Connecticut
$6.73M +$452K +23,270 +7%
JAM
16
Jupiter Asset Management
United Kingdom
$6.04M +$1.18M +60,700 +25%
WSA
17
Wall Street Associates
California
$5.49M -$9.71K -500 -0.2%
State Street
18
State Street
Massachusetts
$4.74M -$122K -6,267 -3%
BIT
19
BlackRock Institutional Trust
California
$4.2M +$234K +12,057 +6%
GKIM
20
GW&K Investment Management
Massachusetts
$4.16M +$692K +35,635 +20%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$3.9M +$931K +47,901 +32%
Northern Trust
22
Northern Trust
Illinois
$3.86M -$515K -26,486 -12%
Wells Fargo
23
Wells Fargo
California
$3.83M +$2.1M +108,040 +126%
JG
24
Jefferies Group
New York
$2.85M +$2.32M +119,176 +477%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.19M +$21K +1,082 +1%

CHEF Hedge Fund Activity: Q2 2014 in Review

87 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q2 2014, worth a combined $409M — down 4.3% from $427M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CHEF positions and 8 closed out — a net gain of 4 holders — while 43 added to existing stakes and 20 trimmed.

The largest buyer was Arlington Value Capital, opening a new position worth an estimated $19.2M. The largest seller was Jennison Associates, cutting an estimated $13.5M.

  • 87 institutional investors held Chefs' Warehouse (CHEF) as of Q2 2014, up from 84 in Q1 2014.
  • Funds reported $409M of Chefs' Warehouse stock for Q2 2014, down 4.3% quarter-over-quarter.
  • 12 funds opened new Chefs' Warehouse positions in Q2 2014 and 8 closed out, a net change of +4 holders.
  • The largest Chefs' Warehouse buyer in Q2 2014 was Arlington Value Capital, an estimated $19.2M added.
  • The largest Chefs' Warehouse seller in Q2 2014 was Jennison Associates, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2014.