Chewy
CHWY
451 hedge funds and large institutions have $12.8B invested in Chewy in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 136 increasing their positions, 122 reducing their positions, and 73 closing their positions.
79% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 73
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $11.1B → $12.8B (+$1.73B)
13% more funds holding
Funds holding: 399 → 451 (+52)
11% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 122
2% more call options, than puts
Call options by funds: $439M | Put options by funds: $430M
48.11% less ownership
Funds ownership: 283.7% → 235.59% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$266M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$109M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$73.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$72.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$66.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
BC Partners Advisors
New York
|
-$656M |
| 2 |
Morgan Stanley
New York
|
-$69.8M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$62.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$28.4M |
| 5 |
Neuberger Berman Group
New York
|
-$27.5M |
CHWY Hedge Fund Activity: Q4 2024 in Review
451 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Chewy (CHWY) for Q4 2024, worth a combined $12.8B — up 16% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new CHWY positions and 73 closed out — a net gain of 58 holders — while 136 added to existing stakes and 122 trimmed.
The largest buyer was BlackRock, adding an estimated $266M. The largest seller was BC Partners Advisors, cutting an estimated $656M.
- 451 institutional investors held Chewy (CHWY) as of Q4 2024, up from 399 in Q3 2024.
- Funds reported $12.8B of Chewy stock for Q4 2024, up 16% quarter-over-quarter.
- 131 funds opened new Chewy positions in Q4 2024 and 73 closed out, a net change of +58 holders.
- The largest Chewy buyer in Q4 2024 was BlackRock, an estimated $266M added.
- The largest Chewy seller in Q4 2024 was BC Partners Advisors, an estimated $656M sold.
Based on aggregated 13F filings for Q4 2024.