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460 hedge funds and large institutions have $24.4B invested in Chewy in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 153 increasing their positions, 154 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.75% more ownership

Funds ownership: 377.38%387.13% (+9.8%)

1% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 154

5% less funds holding

Funds holding: 484460 (-24)

11% less capital invested

Capital invested by funds: $27.4B → $24.4B (-$3.03B)

17% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 100

40% less call options, than puts

Call options by funds: $549M | Put options by funds: $917M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
460
Holders Change
-24
Holders Change %
-4.96%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
83
Increased
153
Reduced
154
Closed
100
Calls
$549M
Puts
$917M
Net Calls
-$368M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
51
Nomura Holdings
Japan
$13.1M +$14.5M +221,143 +24,037%
Squarepoint
52
Squarepoint
New York
$13M -$2.95M -45,105 -17%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$12.9M -$553K -8,455 -4%
Barclays
54
Barclays
United Kingdom
$12.8M +$61.5K +941 +0.4%
Jane Street
55
Jane Street
New York
$12.6M +$7.36M +112,576 +112%
AIMCA
56
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12M +$13.3M +203,209 New
Citigroup
57
Citigroup
New York
$11.9M +$580K +8,867 +5%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$11.6M -$1.29M -19,768 -9%
RRCP
59
Rip Road Capital Partners
Massachusetts
$11.2M -$5.22M -79,764 -30%
UBS AM
60
UBS AM
Illinois
$11.2M +$273K +4,174 +2%
PCM
61
Penserra Capital Management
California
$10.8M -$4.81M -73,545 -29%
Millennium Management
62
Millennium Management
New York
$10.5M -$5.54M -84,674 -32%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$8.89M +$312K +4,776 +3%
Deutsche Bank
64
Deutsche Bank
Germany
$8.81M -$4.71M -72,071 -33%
UBS Group
65
UBS Group
Switzerland
$8.6M -$2.66M -40,653 -22%
Dimensional Fund Advisors
66
Dimensional Fund Advisors
Texas
$8.49M +$1.53M +23,330 +19%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$8.41M -$294K -4,489 -3%
KBC Group
68
KBC Group
Belgium
$8M +$175K +2,676 +2%
RJA
69
Raymond James & Associates
Florida
$7.88M -$1.27M -19,455 -13%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$7.63M -$481K -7,362 -5%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$7.39M +$2.05M +31,287 +33%
CTI
72
Community Trust & Investment
Kentucky
$7.33M +$339K +5,180 +4%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$7.25M +$8.04M +122,948 New
CS
74
Credit Suisse
Switzerland
$6.42M -$7.2M -110,127 -50%
RFWA
75
RPg Family Wealth Advisory
Massachusetts
$6.27M +$3.45M +52,818 +99%

CHWY Hedge Fund Activity: Q4 2021 in Review

460 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Chewy (CHWY) for Q4 2021, worth a combined $24.4B — down 11% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of CHWY and 83 opened new positions — a net loss of 17 holders — while 154 trimmed existing stakes and 153 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $357M. The largest seller was Robeco Institutional Asset Management, exiting entirely with an estimated $155M sold.

  • 460 institutional investors held Chewy (CHWY) as of Q4 2021, down from 484 in Q3 2021.
  • Funds reported $24.4B of Chewy stock for Q4 2021, down 11% quarter-over-quarter.
  • 83 funds opened new Chewy positions in Q4 2021 and 100 closed out, a net change of -17 holders.
  • The largest Chewy buyer in Q4 2021 was Baillie Gifford & Co, an estimated $357M added.
  • The largest Chewy seller in Q4 2021 was Robeco Institutional Asset Management, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2021.