The Cheesecake Factory Incorporated (CAKE) Bundle
Who Invests in The Cheesecake Factory Incorporated (CAKE) and Why?
Investor Profile Analysis: Comprehensive Investor Breakdown
As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.
Institutional Investor Composition
| Investor Category | Percentage Ownership | Total Value |
|---|---|---|
| Institutional Investors | 84.7% | $1.42 billion |
| Mutual Funds | 52.3% | $876 million |
| Hedge Funds | 12.4% | $208 million |
| Retail Investors | 15.3% | $257 million |
Top Institutional Investors
- Vanguard Group: 15.2% ownership
- BlackRock Inc: 12.7% ownership
- Dimensional Fund Advisors: 8.3% ownership
- State Street Corporation: 7.6% ownership
Investment Motivations
Key investment drivers include:
- Consistent revenue growth: 5.6% year-over-year
- Dividend yield: 2.1%
- Market valuation: Price-to-earnings ratio of 22.4
- Restaurant sector expansion potential
Investment Strategy Breakdown
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 67.3% |
| Value Investing | 18.9% |
| Short-term Trading | 13.8% |
Institutional Ownership and Major Shareholders of The Cheesecake Factory Incorporated (CAKE)
Investor Profile Analysis: Comprehensive Investor Breakdown
As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.
Institutional Investor Composition
| Investor Category | Percentage Ownership | Total Value |
|---|---|---|
| Institutional Investors | 84.7% | $1.42 billion |
| Mutual Funds | 52.3% | $876 million |
| Hedge Funds | 12.4% | $208 million |
| Retail Investors | 15.3% | $257 million |
Top Institutional Investors
- Vanguard Group: 15.2% ownership
- BlackRock Inc: 12.7% ownership
- Dimensional Fund Advisors: 8.3% ownership
- State Street Corporation: 7.6% ownership
Investment Motivations
Key investment drivers include:
- Consistent revenue growth: 5.6% year-over-year
- Dividend yield: 2.1%
- Market valuation: Price-to-earnings ratio of 22.4
- Restaurant sector expansion potential
Investment Strategy Breakdown
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 67.3% |
| Value Investing | 18.9% |
| Short-term Trading | 13.8% |
Key Investors and Their Influence on The Cheesecake Factory Incorporated (CAKE)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 76.4%, representing significant institutional investment interest.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 8,456,712 | 14.3% |
| BlackRock Inc | 6,789,234 | 11.5% |
| State Street Corporation | 4,567,890 | 7.7% |
Institutional Ownership Trends
- Institutional investors increased holdings by 3.2% in the last quarter
- Total institutional investment value: $412.6 million
- Hedge funds own approximately 22.5% of total institutional shares
Insider ownership currently represents 4.7% of total outstanding shares, valued at approximately $87.3 million.
Market Impact and Investor Sentiment of The Cheesecake Factory Incorporated (CAKE)
Key Investors and Their Impact on the Stock
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 5,421,733 | 9.63% |
| BlackRock Inc | 4,892,145 | 8.68% |
| Dimensional Fund Advisors | 3,217,456 | 5.71% |
Major institutional investors demonstrate significant involvement in the company's stock performance.
- Institutional ownership currently stands at 72.4%
- Top three institutional investors control approximately 24.02% of total shares
- Insider ownership represents 3.7% of outstanding shares
Recent notable investor movements include strategic repositioning by major fund managers.
| Investor Action | Shares Traded | Transaction Value |
|---|---|---|
| Vanguard Group Inc - Increased Position | +213,456 | $7.2 million |
| BlackRock Inc - Reduced Position | -98,765 | $3.5 million |
Activist investors have shown increased interest in strategic corporate governance and operational efficiency.
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