Chewy
CHWY
380 hedge funds and large institutions have $10.6B invested in Chewy in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 110 increasing their positions, 107 reducing their positions, and 73 closing their positions.
557% more capital invested
Capital invested by funds: $1.61B → $10.6B (+$8.96B)
208.88% more ownership
Funds ownership: 74.22% → 283.1% (+209%)
36% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 73
6% more funds holding
Funds holding: 359 → 380 (+21)
6% more call options, than puts
Call options by funds: $722M | Put options by funds: $680M
3% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
BC Partners Advisors
New York
|
+$5.26B |
| 2 |
Morgan Stanley
New York
|
+$118M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$50.2M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$50M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$36M |
| 2 |
Millennium Management
New York
|
-$22.3M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$21.1M |
| 4 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$20.8M |
| 5 |
Two Sigma Investments
New York
|
-$19.5M |
CHWY Hedge Fund Activity: Q2 2024 in Review
380 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Chewy (CHWY) for Q2 2024, worth a combined $10.6B — up 557% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new CHWY positions and 73 closed out — a net gain of 26 holders — while 110 added to existing stakes and 107 trimmed.
The largest buyer was BC Partners Advisors, opening a new position worth an estimated $5.26B. The largest seller was Massachusetts Financial Services, cutting an estimated $36M.
- 380 institutional investors held Chewy (CHWY) as of Q2 2024, up from 359 in Q1 2024.
- Funds reported $10.6B of Chewy stock for Q2 2024, up 557% quarter-over-quarter.
- 99 funds opened new Chewy positions in Q2 2024 and 73 closed out, a net change of +26 holders.
- The largest Chewy buyer in Q2 2024 was BC Partners Advisors, an estimated $5.26B added.
- The largest Chewy seller in Q2 2024 was Massachusetts Financial Services, an estimated $36M sold.
Based on aggregated 13F filings for Q2 2024.