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Chefs' Warehouse

82 hedge funds and large institutions have $301M invested in Chefs' Warehouse in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $479K | Put options by funds: $87K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

72.7% more ownership

Funds ownership: 0%72.7% (+73%)

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

35% more capital invested

Capital invested by funds: $223M → $301M (+$78.4M)

6% more funds holding

Funds holding: 7782 (+5)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
37
Reduced
22
Closed
6
Calls
$479K
Puts
$87K
Net Calls
+$392K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$62.3M -$778K -59,114 -1%
WA
2
Wasatch Advisors
Utah
$52M -$3.58M -272,220 -8%
BAMCO Inc
3
BAMCO Inc
New York
$23.7M -$2.38M -180,563 -11%
AllianceBernstein
4
AllianceBernstein
Tennessee
$20.1M -$2.08M -158,289 -11%
LPAM
5
Legion Partners Asset Management
California
$15.9M +$13.2M +1,005,546 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.3M +$240K +18,247 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.2M +$139K +10,550 +2%
RCM
8
Rutabaga Capital Management
Massachusetts
$11.1M
BFA
9
BlackRock Fund Advisors
California
$9.9M +$1.1M +83,489 +15%
BIT
10
BlackRock Institutional Trust
California
$7.15M +$1.31M +99,521 +28%
JAM
11
Jupiter Asset Management
United Kingdom
$5.62M -$511K -38,853 -10%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$5.42M -$4.9K -372 -0.1%
GC
13
GMT Capital
Georgia
$4.77M -$14.5K -1,100 -0.4%
State Street
14
State Street
Massachusetts
$4.76M +$323K +24,565 +9%
ACB
15
Aristotle Capital Boston
Massachusetts
$4.61M +$288K +21,840 +8%
AAM
16
ACK Asset Management
Connecticut
$4.5M +$3.75M +285,000 New
PGIM
17
Pacific Global Investment Management
California
$4.25M +$114K +8,625 +3%
Wells Fargo
18
Wells Fargo
California
$3.88M +$297K +22,523 +10%
Northern Trust
19
Northern Trust
Illinois
$3.6M +$92K +6,991 +3%
ACM
20
Advisors Capital Management
New Jersey
$2.9M +$38.9K +2,952 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.19M +$61.3K +4,658 +3%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.61M -$327K -24,802 -19%
MC
23
Menta Capital
California
$1.4M +$983K +74,703 +551%
CCMU
24
Cheyne Capital Management (UK)
United Kingdom
$1.27M +$1.06M +80,342 New
TCIM
25
TIAA CREF Investment Management
New York
$1.25M -$7.5K -570 -0.7%

CHEF Hedge Fund Activity: Q4 2016 in Review

82 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q4 2016, worth a combined $301M — up 35% from $223M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CHEF positions and 6 closed out — a net gain of 5 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $3.75M. The largest seller was Fidelity Investments, exiting entirely with an estimated $14.4M sold.

  • 82 institutional investors held Chefs' Warehouse (CHEF) as of Q4 2016, up from 77 in Q3 2016.
  • Funds reported $301M of Chefs' Warehouse stock for Q4 2016, up 35% quarter-over-quarter.
  • 11 funds opened new Chefs' Warehouse positions in Q4 2016 and 6 closed out, a net change of +5 holders.
  • The largest Chefs' Warehouse buyer in Q4 2016 was ACK Asset Management, an estimated $3.75M added.
  • The largest Chefs' Warehouse seller in Q4 2016 was Fidelity Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2016.