We are live on ! Find out more
CHEF icon

Chefs' Warehouse

157 hedge funds and large institutions have $1.05B invested in Chefs' Warehouse in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $9.59M

2% more capital invested

Capital invested by funds: $1.04B → $1.05B (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 158157 (-1)

0.82% less ownership

Funds ownership: 86.47%85.65% (-0.82%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
52
Reduced
57
Closed
20
Calls
$17.7M
Puts
$9.59M
Net Calls
+$8.16M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M -$2.95M -100,723 -2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$110M -$9.92M -338,131 -9%
AllianceBernstein
3
AllianceBernstein
Tennessee
$79.7M +$27.4M +935,649 +62%
Vanguard Group
4
Vanguard Group
Pennsylvania
$77M +$2.94M +100,221 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$49.9M -$342K -11,674 -0.8%
GF
6
Greenhouse Funds
Maryland
$47.5M +$1.84M +62,662 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$39.1M -$1.84M -62,650 -5%
State Street
8
State Street
Massachusetts
$35.5M +$521K +17,753 +2%
WA
9
Wasatch Advisors
Utah
$32.2M +$7.31M +249,330 +34%
Wells Fargo
10
Wells Fargo
California
$28.8M +$10.7M +365,475 +70%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$24.3M -$29.5M -1,005,921 -57%
SAM
12
Silvercrest Asset Management
New York
$22.7M -$1.84M -62,688 -8%
Ameriprise
13
Ameriprise
Minnesota
$22.2M +$1.73M +58,959 +9%
GIM
14
Granahan Investment Management
Massachusetts
$21M +$3.02M +102,919 +19%
EVM
15
Eaton Vance Management
Massachusetts
$20.1M +$3.38M +115,301 +23%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$19.7M -$2.15M -73,342 -11%
SIMG
17
Stephens Investment Management Group
Texas
$19.1M -$171K -5,831 -1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$18.3M +$306K +10,437 +2%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$16.2M +$3.84M +131,100 +36%
GLA
20
Great Lakes Advisors
Illinois
$12.2M -$438K -14,950 -4%
Northern Trust
21
Northern Trust
Illinois
$11.6M -$62.6K -2,135 -0.6%
Charles Schwab
22
Charles Schwab
California
$10.7M -$62.2K -2,120 -0.6%
PCC
23
Perry Creek Capital
New York
$9.04M
ACB
24
Aristotle Capital Boston
Massachusetts
$9.03M +$22.1K +753 +0.3%
Jane Street
25
Jane Street
New York
$8.48M +$7.17M +244,471 +1,534%

CHEF Hedge Fund Activity: Q3 2021 in Review

157 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q3 2021, worth a combined $1.05B — up 1.7% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CHEF and 19 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 52 added.

The largest buyer was AllianceBernstein, adding an estimated $27.4M. The largest seller was Wellington Management Group, cutting an estimated $29.5M.

  • 157 institutional investors held Chefs' Warehouse (CHEF) as of Q3 2021, down from 158 in Q2 2021.
  • Funds reported $1.05B of Chefs' Warehouse stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 19 funds opened new Chefs' Warehouse positions in Q3 2021 and 20 closed out, a net change of -1 holder.
  • The largest Chefs' Warehouse buyer in Q3 2021 was AllianceBernstein, an estimated $27.4M added.
  • The largest Chefs' Warehouse seller in Q3 2021 was Wellington Management Group, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2021.