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Chefs' Warehouse

166 hedge funds and large institutions have $967M invested in Chefs' Warehouse in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $3.91M

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.72% less ownership

Funds ownership: 88.1%87.38% (-0.72%)

13% less funds holding

Funds holding: 191166 (-25)

26% less capital invested

Capital invested by funds: $1.31B → $967M (-$340M)

51% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 45

Holders
166
Holders Change
-25
Holders Change %
-13.09%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
77
Reduced
47
Closed
45
Calls
$16.2M
Puts
$3.91M
Net Calls
+$12.3M
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$154M -$2.73M -78,184 -1%
AllianceBernstein
2
AllianceBernstein
Tennessee
$82.1M +$1.2M +34,363 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.4M +$1.69M +48,272 +2%
GF
4
Greenhouse Funds
Maryland
$56.6M +$9.95M +284,861 +17%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$39.9M +$22.6M +646,977 +89%
State Street
6
State Street
Massachusetts
$35.2M +$871K +24,937 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$33M +$646K +18,480 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$31.9M -$7.79M -222,827 -17%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$26.4M +$4.28M +122,384 +16%
Ameriprise
10
Ameriprise
Minnesota
$25.7M +$1.93M +55,148 +7%
SIMG
11
Stephens Investment Management Group
Texas
$21.6M -$4.09M -117,147 -14%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$21.4M +$950K +27,173 +4%
SAM
13
Silvercrest Asset Management
New York
$20.6M -$1.72M -49,350 -6%
Millennium Management
14
Millennium Management
New York
$18.7M +$18.9M +541,663 +521%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$17.9M +$468K +13,396 +2%
N
16
Nuveen
North Carolina
$16.9M +$15.4M +440,824 +309%
NFAM
17
North Fourth Asset Management
New Jersey
$14.8M +$9.31M +266,494 +110%
Invesco
18
Invesco
Georgia
$14.7M +$7.74M +221,433 +78%
Goldman Sachs
19
Goldman Sachs
New York
$14.4M +$10.3M +294,866 +146%
Marshall Wace
20
Marshall Wace
United Kingdom
$13.2M +$12.6M +361,187 +376%
WA
21
Wasatch Advisors
Utah
$12.7M -$1.61M -46,137 -10%
EVM
22
Eaton Vance Management
Massachusetts
$11.8M -$13.3M -379,217 -48%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$11.4M -$2.57M -73,469 -16%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$11.2M +$804K +22,999 +6%
Charles Schwab
25
Charles Schwab
California
$10.3M +$308K +8,812 +3%

CHEF Hedge Fund Activity: Q3 2022 in Review

166 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q3 2022, worth a combined $967M — down 26% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of CHEF and 22 opened new positions — a net loss of 23 holders — while 47 trimmed existing stakes and 77 added.

The largest buyer was Wellington Management Group, adding an estimated $22.6M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $87.2M sold.

  • 166 institutional investors held Chefs' Warehouse (CHEF) as of Q3 2022, down from 191 in Q2 2022.
  • Funds reported $967M of Chefs' Warehouse stock for Q3 2022, down 26% quarter-over-quarter.
  • 22 funds opened new Chefs' Warehouse positions in Q3 2022 and 45 closed out, a net change of -23 holders.
  • The largest Chefs' Warehouse buyer in Q3 2022 was Wellington Management Group, an estimated $22.6M added.
  • The largest Chefs' Warehouse seller in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $87.2M sold.

Based on aggregated 13F filings for Q3 2022.