Chefs' Warehouse
CHEF
179 hedge funds and large institutions have $1.42B invested in Chefs' Warehouse in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 19 closing their positions.
144% more call options, than puts
Call options by funds: $17M | Put options by funds: $6.97M
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
5% more funds holding
Funds holding: 170 → 179 (+9)
2% more capital invested
Capital invested by funds: $1.4B → $1.42B (+$24.4M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.15% less ownership
Funds ownership: 93.6% → 91.45% (-2.2%)
19% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$17.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$10.8M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$2.98M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.78M |
| 5 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$20.5M |
| 2 |
LPAM
Legion Partners Asset Management
Los Angeles,
California
|
-$8.3M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.67M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.16M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$4.07M |
CHEF Hedge Fund Activity: Q2 2024 in Review
179 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q2 2024, worth a combined $1.42B — up 1.7% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new CHEF positions and 19 closed out — a net gain of 10 holders — while 56 added to existing stakes and 69 trimmed.
The largest buyer was Invesco, adding an estimated $17.3M. The largest seller was Stephens Investment Management Group, cutting an estimated $20.5M.
- 179 institutional investors held Chefs' Warehouse (CHEF) as of Q2 2024, up from 170 in Q1 2024.
- Funds reported $1.42B of Chefs' Warehouse stock for Q2 2024, up 1.7% quarter-over-quarter.
- 29 funds opened new Chefs' Warehouse positions in Q2 2024 and 19 closed out, a net change of +10 holders.
- The largest Chefs' Warehouse buyer in Q2 2024 was Invesco, an estimated $17.3M added.
- The largest Chefs' Warehouse seller in Q2 2024 was Stephens Investment Management Group, an estimated $20.5M sold.
Based on aggregated 13F filings for Q2 2024.