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Chefs' Warehouse

83 hedge funds and large institutions have $320M invested in Chefs' Warehouse in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

3% less funds holding

Funds holding: 8683 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

19% less capital invested

Capital invested by funds: $395M → $320M (-$75.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
83
Holders Change
-3
Holders Change %
-3.49%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
35
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$58.5M +$2.82M +165,488 +5%
WA
2
Wasatch Advisors
Utah
$58.1M -$303K -17,766 -0.5%
BAMCO Inc
3
BAMCO Inc
New York
$32M
AllianceBernstein
4
AllianceBernstein
Tennessee
$24.2M -$2.66M -156,066 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14M +$542K +31,853 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11.8M +$997K +58,524 +9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.1M +$1.64M +96,283 +16%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$10M +$205K +12,042 +2%
AVC
9
Arlington Value Capital
Utah
$8.21M +$3.95K +232 +0%
Jennison Associates
10
Jennison Associates
New York
$8.08M +$8.6M +505,166 New
BFA
11
BlackRock Fund Advisors
California
$8.08M +$225K +13,190 +3%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$5.45M +$164K +9,655 +3%
JAM
13
Jupiter Asset Management
United Kingdom
$5.36M +$687K +40,335 +14%
BIT
14
BlackRock Institutional Trust
California
$5.22M +$149K +8,766 +3%
GC
15
GMT Capital
Georgia
$4.85M +$5.16M +302,877 New
State Street
16
State Street
Massachusetts
$4.34M -$63.1K -3,704 -1%
ACB
17
Aristotle Capital Boston
Massachusetts
$4.17M +$71.8K +4,218 +2%
PGIM
18
Pacific Global Investment Management
California
$4.03M +$78.2K +4,595 +2%
Northern Trust
19
Northern Trust
Illinois
$3.48M +$29.4K +1,725 +0.8%
Wells Fargo
20
Wells Fargo
California
$3.38M +$560K +32,896 +18%
GLA
21
Great Lakes Advisors
Illinois
$2.67M -$22.3K -1,307 -0.8%
AI
22
Advent International
Massachusetts
$2.12M +$318K +18,649 +16%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.12M +$143K +8,390 +7%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.09M
KCM
25
Kornitzer Capital Management
Kansas
$1.98M +$568K +33,334 +37%

CHEF Hedge Fund Activity: Q2 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q2 2016, worth a combined $320M — down 19% from $395M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CHEF and 13 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 35 added.

The largest buyer was Jennison Associates, opening a new position worth an estimated $8.6M. The largest seller was Armistice Capital, exiting entirely with an estimated $3.57M sold.

  • 83 institutional investors held Chefs' Warehouse (CHEF) as of Q2 2016, down from 86 in Q1 2016.
  • Funds reported $320M of Chefs' Warehouse stock for Q2 2016, down 19% quarter-over-quarter.
  • 13 funds opened new Chefs' Warehouse positions in Q2 2016 and 15 closed out, a net change of -2 holders.
  • The largest Chefs' Warehouse buyer in Q2 2016 was Jennison Associates, an estimated $8.6M added.
  • The largest Chefs' Warehouse seller in Q2 2016 was Armistice Capital, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2016.