Chefs' Warehouse
CHEF
185 hedge funds and large institutions have $1.85B invested in Chefs' Warehouse in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 29 closing their positions.
84% more call options, than puts
Call options by funds: $5.69M | Put options by funds: $3.1M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 54
23% more capital invested
Capital invested by funds: $1.5B → $1.85B (+$350M)
5.15% more ownership
Funds ownership: 89.59% → 94.74% (+5.2%)
5% less funds holding
Funds holding: 194 → 185 (-9)
17% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$70.2M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
+$18M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
+$17.2M |
| 4 |
CM
Cercano Management
Bellevue,
Washington
|
+$16.3M |
| 5 |
Bank of New York Mellon
New York
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPAM
Legion Partners Asset Management
Los Angeles,
California
|
-$44.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.1M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$9.58M |
| 4 |
PCC
Perry Creek Capital
New York
|
-$7.68M |
| 5 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
-$5.3M |
CHEF Hedge Fund Activity: Q4 2024 in Review
185 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Chefs' Warehouse (CHEF) for Q4 2024, worth a combined $1.85B — up 23% from $1.5B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of CHEF and 24 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 71 added.
The largest buyer was Wellington Management Group, adding an estimated $70.2M. The largest seller was Legion Partners Asset Management, exiting entirely with an estimated $44.2M sold.
- 185 institutional investors held Chefs' Warehouse (CHEF) as of Q4 2024, down from 194 in Q3 2024.
- Funds reported $1.85B of Chefs' Warehouse stock for Q4 2024, up 23% quarter-over-quarter.
- 24 funds opened new Chefs' Warehouse positions in Q4 2024 and 29 closed out, a net change of -5 holders.
- The largest Chefs' Warehouse buyer in Q4 2024 was Wellington Management Group, an estimated $70.2M added.
- The largest Chefs' Warehouse seller in Q4 2024 was Legion Partners Asset Management, an estimated $44.2M sold.
Based on aggregated 13F filings for Q4 2024.