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Chefs' Warehouse

86 hedge funds and large institutions have $395M invested in Chefs' Warehouse in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $2K | Put options by funds: $1K

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

18% more capital invested

Capital invested by funds: $334M → $395M (+$61.3M)

0% more funds holding

Funds holding: 8686 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

Holders
86
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
39
Reduced
23
Closed
12
Calls
$2K
Puts
$1K
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$73.4M +$538K +32,641 +0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$70.9M -$1.53M -92,820 -3%
BAMCO Inc
3
BAMCO Inc
New York
$40.6M
AllianceBernstein
4
AllianceBernstein
Tennessee
$33.9M -$907K -55,057 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$17.1M +$1.08M +65,344 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$13.8M -$513K -31,119 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$12.5M -$792K -48,096 -7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$12.1M +$2.29M +138,818 +30%
AVC
9
Arlington Value Capital
Utah
$10.4M -$2.53M -153,448 -23%
BFA
10
BlackRock Fund Advisors
California
$9.98M -$338K -20,510 -4%
EBIM
11
Eagle Boston Investment Management
Massachusetts
$6.72M +$156K +9,455 +3%
BIT
12
BlackRock Institutional Trust
California
$6.45M +$215K +13,034 +4%
JAM
13
Jupiter Asset Management
United Kingdom
$5.97M -$854K -51,834 -15%
State Street
14
State Street
Massachusetts
$5.58M +$297K +18,038 +7%
ACB
15
Aristotle Capital Boston
Massachusetts
$5.2M +$138K +8,367 +3%
PGIM
16
Pacific Global Investment Management
California
$5.01M +$1.27M +77,150 +45%
Northern Trust
17
Northern Trust
Illinois
$4.38M +$78.3K +4,754 +2%
Wells Fargo
18
Wells Fargo
California
$3.62M +$424K +25,758 +17%
AC
19
Armistice Capital
New York
$3.57M +$2.9M +176,000 New
GLA
20
Great Lakes Advisors
Illinois
$3.42M -$575K -34,876 -17%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$2.72M +$806K +48,909 +57%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M -$162K -9,806 -7%
PPA
23
Parametric Portfolio Associates
Washington
$2.65M +$1.51M +91,485 +235%
DCM
24
Driehaus Capital Management
Illinois
$2.45M +$1.99M +120,845 New
AI
25
Advent International
Massachusetts
$2.31M +$542K +32,923 +41%

CHEF Hedge Fund Activity: Q1 2016 in Review

86 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q1 2016, worth a combined $395M — up 18% from $334M a quarter earlier.

Fund positioning in CHEF was balanced in Q1 2016: 12 funds opened new positions, 12 closed out, 39 added to existing stakes and 23 trimmed.

The largest buyer was Armistice Capital, opening a new position worth an estimated $2.9M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $11.9M sold.

  • 86 institutional investors held Chefs' Warehouse (CHEF) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $395M of Chefs' Warehouse stock for Q1 2016, up 18% quarter-over-quarter.
  • 12 funds opened new Chefs' Warehouse positions in Q1 2016 and 12 closed out, a net change of 0 holders.
  • The largest Chefs' Warehouse buyer in Q1 2016 was Armistice Capital, an estimated $2.9M added.
  • The largest Chefs' Warehouse seller in Q1 2016 was Columbia Wanger Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2016.