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Chefs' Warehouse

78 hedge funds and large institutions have $443M invested in Chefs' Warehouse in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less capital invested

Capital invested by funds: $454M → $443M (-$11.1M)

76% less call options, than puts

Call options by funds: $21K | Put options by funds: $89K

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
35
Reduced
26
Closed
6
Calls
$21K
Puts
$89K
Net Calls
-$68K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$76.8M -$454K -22,722 -0.6%
WA
2
Wasatch Advisors
Utah
$76.1M +$12.6M +629,472 +21%
BAMCO Inc
3
BAMCO Inc
New York
$44.5M
AllianceBernstein
4
AllianceBernstein
Tennessee
$30.8M +$370K +18,494 +1%
CWAM
5
Columbia Wanger Asset Management
Illinois
$25.3M -$2.78M -139,300 -10%
AVC
6
Arlington Value Capital
Utah
$25.2M -$1.73M -86,406 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$19.4M +$2.24M +112,104 +14%
BTW
8
Boston Trust Walden
Massachusetts
$15.5M -$389K -19,460 -3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$14.9M +$391K +19,558 +3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$14.6M +$930K +46,546 +7%
BFA
11
BlackRock Fund Advisors
California
$10.5M -$166K -8,308 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$7.79M +$1.21M +60,686 +20%
GLA
13
Great Lakes Advisors
Illinois
$7.79M +$3.61M +180,750 +97%
EBIM
14
Eagle Boston Investment Management
Massachusetts
$7.16M -$2.29M -114,862 -25%
JAM
15
Jupiter Asset Management
United Kingdom
$6.77M +$1.3M +64,826 +26%
State Street
16
State Street
Massachusetts
$5.48M +$6.03K +302 +0.1%
WSA
17
Wall Street Associates
California
$5.29M -$87.9K -4,400 -2%
BIT
18
BlackRock Institutional Trust
California
$4.54M +$57.9K +2,898 +1%
ACB
19
Aristotle Capital Boston
Massachusetts
$4.37M +$1.16M +58,170 +39%
Northern Trust
20
Northern Trust
Illinois
$4.1M -$96K -4,804 -2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$3.42M -$2.77M -138,699 -46%
Wells Fargo
22
Wells Fargo
California
$2.65M -$1.79M -89,740 -42%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.61M +$272K +13,624 +12%
KCM
24
Kornitzer Capital Management
Kansas
$2.54M +$641K +32,101 +37%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.48M +$18.8K +939 +0.8%

CHEF Hedge Fund Activity: Q2 2015 in Review

78 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q2 2015, worth a combined $443M — down 2.5% from $454M a quarter earlier.

Fund positioning in CHEF was balanced in Q2 2015: 6 funds opened new positions, 6 closed out, 35 added to existing stakes and 26 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $12.6M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $2.78M.

  • 78 institutional investors held Chefs' Warehouse (CHEF) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $443M of Chefs' Warehouse stock for Q2 2015, down 2.5% quarter-over-quarter.
  • 6 funds opened new Chefs' Warehouse positions in Q2 2015 and 6 closed out, a net change of 0 holders.
  • The largest Chefs' Warehouse buyer in Q2 2015 was Wasatch Advisors, an estimated $12.6M added.
  • The largest Chefs' Warehouse seller in Q2 2015 was Columbia Wanger Asset Management, an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2015.