CHWY ranks #1099 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
CHWY is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
CHWY is a top-conviction position for BC Partners PE LP — at 78.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
California State Teachers Retirement System has added to its CHWY position for two straight quarters, increasing it by $249.6M to reach $256.6M today.
BC Partners PE LP has trimmed its CHWY position for two straight quarters, cutting it by $2.4B while still holding $3.5B.
CHWY is up 1.9% today, and institutions have been net buyers of $371.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.