Is Chewy, Inc. (CHWY) A Good Stock To Buy Now?
Is CHWY a good stock to buy? We came across a bullish thesis on Chewy, Inc. on Bruce’s Substack by Bruce Winder’s Double Click. In this article, we will summarize the bulls’ thesis on CHWY.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 16,342,838 | $437,824,630 | +46% | 0.2% |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 6,212,892 | $167,748,084 | +109% | 0.14% |
| 3. | Point72 Asset Management Steve Cohen | 5,272,958 | $142,369,866 | -3% | 0.18% |
| 4. | Holocene Advisors Brandon Haley | 4,481,333 | $120,995,991 | -38% | 0.29% |
| 5. | Alyeska Investment Group Anand Parekh | 3,772,675 | $101,862,225 | +11% | 0.29% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $20.38 | 12,242 | $249,518.89 | 141,790 | 2023-12-14 | Filing | |
| $19.60 | 15,353 | $300,992.49 | 129,548 | 2023-12-12 | Filing | |
| $27.48 | 167,978 | $4,616,640.16 | 325,987 | 2022-06-13 | Filing | |
| $26.92 | 13,500 | $363,375.45 | 158,009 | 2022-06-13 | Filing | |
| $27.71 | 144,509 | $4,003,853.06 | 144,509 | 2022-06-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.60 | 4,220 | $108,032.00 | 123,955 | 2026-05-04 | Filing | |
| $25.60 | 83,306 | $2,132,633.60 | 874,061 | 2026-05-04 | Filing | |
| $26.91 | 8,149 | $219,289.59 | 0 | 2026-04-01 | Filing | |
| $26.87 | 3,043 | $81,765.41 | 1,566 | 2026-03-02 | Filing | |
| $28.99 | 13,013 | $377,246.87 | 273,835 | 2026-02-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 176,478,228 | $4,764,912,156 | 79.95% | |
| 2. | 21,727,224 | $586,635,023 | 0.01% | |
| 3. | 10,381,453 | $280,299,231 | 0% | |
| 4. | 10,045,653 | $271,232,631 | 0.01% | |
| 5. | 8,119,184 | $219,218,017 | 0.01% |