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Chefs' Warehouse

136 hedge funds and large institutions have $430M invested in Chefs' Warehouse in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

8% more capital invested

Capital invested by funds: $397M → $430M (+$32.3M)

1.2% less ownership

Funds ownership: 79.6%78.4% (-1.2%)

3% less funds holding

Funds holding: 140136 (-4)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

52% less call options, than puts

Call options by funds: $9.34M | Put options by funds: $19.3M

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
63
Reduced
29
Closed
28
Calls
$9.34M
Puts
$19.3M
Net Calls
-$9.99M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70.5M +$6.83M +479,977 +11%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$56.6M +$150K +10,543 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.3M -$189K -13,308 -0.6%
GF
4
Greenhouse Funds
Maryland
$20.5M +$2.29M +160,704 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20.3M -$239K -16,813 -1%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$19.2M +$2.4M +168,736 +15%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$17.6M -$89.2K -6,266 -0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$15.5M +$2.1M +147,375 +16%
State Street
9
State Street
Massachusetts
$13.7M +$905K +63,553 +7%
Wells Fargo
10
Wells Fargo
California
$12.3M -$1.62M -113,516 -12%
ACB
11
Aristotle Capital Boston
Massachusetts
$9.52M +$96.7K +6,793 +1%
CPM
12
Crescent Park Management
California
$9.15M +$8.96M +629,515 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$8.18M +$968K +68,000 +14%
Renaissance Technologies
14
Renaissance Technologies
New York
$7.44M -$9.57M -672,600 -57%
Two Sigma Investments
15
Two Sigma Investments
New York
$7.13M -$52.8K -3,710 -0.8%
Deutsche Bank
16
Deutsche Bank
Germany
$6.86M +$53.6K +3,762 +0.8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.58M +$551K +38,715 +9%
RA
18
Royce & Associates
New York
$5.92M +$2.67M +187,500 +85%
SCA
19
Southpoint Capital Advisors
New York
$5.82M
Northern Trust
20
Northern Trust
Illinois
$5.42M +$578K +40,591 +12%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$5.37M +$747K +52,500 +17%
GLA
22
Great Lakes Advisors
Illinois
$5.08M +$4.98M +349,496 New
NFAM
23
North Fourth Asset Management
New Jersey
$4.64M +$4.54M +319,135 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.42M +$1.43M +100,438 +49%
Charles Schwab
25
Charles Schwab
California
$4.18M +$725K +50,920 +21%

CHEF Hedge Fund Activity: Q3 2020 in Review

136 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q3 2020, worth a combined $430M — up 8.1% from $397M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CHEF and 24 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 63 added.

The largest buyer was Crescent Park Management, opening a new position worth an estimated $8.96M. The largest seller was Renaissance Technologies, cutting an estimated $9.57M.

  • 136 institutional investors held Chefs' Warehouse (CHEF) as of Q3 2020, down from 140 in Q2 2020.
  • Funds reported $430M of Chefs' Warehouse stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 24 funds opened new Chefs' Warehouse positions in Q3 2020 and 28 closed out, a net change of -4 holders.
  • The largest Chefs' Warehouse buyer in Q3 2020 was Crescent Park Management, an estimated $8.96M added.
  • The largest Chefs' Warehouse seller in Q3 2020 was Renaissance Technologies, an estimated $9.57M sold.

Based on aggregated 13F filings for Q3 2020.