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Grocery Outlet
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Overview Fund Activity

254 hedge funds and large institutions have $2.68B invested in Grocery Outlet in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
47
Increased
104
Reduced
73
Closed
34
Calls
$18M
Puts
$4.58M
Net Calls
+$13.4M
Net Calls Change
+$21.2M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$22.8M
2
Man Group
2
Man Group
United Kingdom
$20.5M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$17M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$16M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$76.9M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$0
2
CCM
2
Clearfield Capital Management
New York
$12.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
BlackRock
4
BlackRock
New York
$237M
5
JSP
5
Jackson Square Partners
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
226
First Pacific Financial
Washington
$2.64K +$2.64K +98 New
S
227
SignatureFD
Georgia
$2.59K -$2.59K -96 -50%
BIA
228
Bell Investment Advisors
California
$2.56K – – –
SWS
229
SYSTM Wealth Solutions
Illinois
$2.51K +$2.51K +93 New
AF
230
Allworth Financial
California
$2.24K -$54 -2 -2%
HCP
231
Hexagon Capital Partners
Arkansas
$2.1K +$2.05K +76 +3,800%
GWSG
232
GPS Wealth Strategies Group
Colorado
$2.1K – – –
VNA
233
Valley National Advisers
Pennsylvania
$2K +$2K +75 New
BAM
234
Byrne Asset Management
New Jersey
$1.78K +$1.78K +65 New
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.62K +$243 +9 +18%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$1.35K -$512 -19 -28%
LC
237
Lindbrook Capital
California
$1.27K -$1.35K -50 -52%
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.16K – – –
PWMG
239
Private Wealth Management Group
New Jersey
$1.11K +$1.11K +41 New
EWA
240
EverSource Wealth Advisors
Alabama
$971 +$566 +21 +140%
GWS
241
Glassman Wealth Services
Virginia
$755 – – –
GRP
242
Global Retirement Partners
California
$740 – – –
FFA
243
Farther Finance Advisors
California
$674 +$539 +20 +400%
AT
244
Arlington Trust
Alabama
$647 +$647 +24 New
GI
245
Gradient Investments
Minnesota
$620 – – –
CFGS
246
Concourse Financial Group Securities
Alabama
$539 – – –
QC
247
Quent Capital
New York
$512 -$674 -25 -57%
SIC
248
SJS Investment Consulting
Ohio
$432 -$81 -3 -16%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$270 – – –
IGWM
250
ICA Group Wealth Management
Colorado
$270 +$270 +10 New
8 9
10
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