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Chefs' Warehouse

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+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: 194185 (-9)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
185
Holders Change
-9
Holders Change %
-4.64%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
24
Increased
71
Reduced
54
Closed
29
Calls
$5.69M
Puts
$3.1M
Net Calls
+$2.59M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$263M -$322K -7,404 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M -$530K -12,167 -0.5%
GF
3
Greenhouse Funds
Maryland
$121M +$3.39M +77,894 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$121M +$70.2M +1,611,240 +193%
AllianceBernstein
5
AllianceBernstein
Tennessee
$99.2M -$11.1M -254,533 -11%
JP Morgan Chase
6
JP Morgan Chase
New York
$87.4M -$2.92M -67,068 -4%
State Street
7
State Street
Massachusetts
$70.4M +$2.06M +47,354 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$59.7M -$1.68M -38,507 -3%
Invesco
9
Invesco
Georgia
$46.5M +$682K +15,665 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$40.3M -$372K -8,539 -1%
Federated Hermes
11
Federated Hermes
Pennsylvania
$39.5M -$1.09K -25 -0%
Morgan Stanley
12
Morgan Stanley
New York
$39M +$654K +15,015 +2%
KCM
13
Kennedy Capital Management
Missouri
$37.2M +$6.58M +151,159 +25%
Jennison Associates
14
Jennison Associates
New York
$35.1M -$809K -18,584 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.3M +$12.1M +278,295 +119%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.4M -$2.16M -49,702 -9%
Victory Capital Management
17
Victory Capital Management
Texas
$23.7M -$939K -21,554 -4%
N
18
Nuveen
North Carolina
$23.7M -$1.25M -28,679 -6%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$23.1M -$4.17M -95,809 -17%
Charles Schwab
20
Charles Schwab
California
$22.9M +$405K +9,299 +2%
Ameriprise
21
Ameriprise
Minnesota
$20.9M +$6.06M +139,240 +49%
Northern Trust
22
Northern Trust
Illinois
$20.4M +$2.73M +62,776 +18%
Pictet Asset Management
23
Pictet Asset Management
Switzerland
$20.4M +$18M +413,101 New
SAM
24
Silvercrest Asset Management
New York
$19.9M +$858K +19,705 +5%
TCM
25
TimesSquare Capital Management
New York
$19.5M +$17.2M +395,244 New

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.