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Grocery Outlet
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Overview Fund Activity

250 hedge funds and large institutions have $2.85B invested in Grocery Outlet in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-4
Holders Change %
-1.57%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
95
Reduced
96
Closed
45
Calls
$3.36M
Puts
$3.43M
Net Calls
-$72K
Net Calls Change
-$13.5M

Top Buyers

1
1WCM
1
12 West Capital Management
New York
$104M
2
Capital World Investors
2
Capital World Investors
California
$103M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$45.6M
4
MGCM
4
Mane Global Capital Management
New York
$20M
5
FP
5
FPR Partners
California
$17.3M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$38M
2
JSP
2
Jackson Square Partners
California
$77.9M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$237M
4
Victory Capital Management
4
Victory Capital Management
Texas
$1.07M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Smartleaf Asset Management
Massachusetts
$3.57K +$3.57K +123 New
AF
227
Allworth Financial
California
$2.97K +$576 +20 +24%
TAM
228
Tucker Asset Management
Colorado
$2.88K +$2.88K +100 New
SWS
229
SYSTM Wealth Solutions
Illinois
$2.68K – – –
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$2.64K +$2.64K +92 New
GWSG
231
GPS Wealth Strategies Group
Colorado
$2.24K – – –
BIA
232
Bell Investment Advisors
California
$2.16K -$576 -20 -21%
HCP
233
Hexagon Capital Partners
Arkansas
$2.02K -$230 -8 -10%
PA
234
Parallel Advisors
California
$1.67K -$5.55K -193 -77%
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.47K -$259 -9 -15%
EWA
236
EverSource Wealth Advisors
Alabama
$1.38K +$441 +17 +47%
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$1.32K -$29.4K -1,020 -96%
QC
238
Quent Capital
New York
$1.3K +$748 +26 +137%
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.24K – – –
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$1.24K +$1.15K +40 +1,333%
FFA
241
Farther Finance Advisors
California
$1.15K +$430 +15 +60%
LC
242
Lindbrook Capital
California
$1.04K -$317 -11 -23%
GRP
243
Global Retirement Partners
California
$777 – – –
BCMLT
244
Beacon Capital Management LLC (Tennessee)
Tennessee
$720 +$720 +25 New
PWMG
245
Private Wealth Management Group
New Jersey
$691 -$489 -17 -41%
CFGS
246
Concourse Financial Group Securities
Alabama
$575 – – –
SIC
247
SJS Investment Consulting
Ohio
$519 +$58 +2 +13%
UB
248
UMB Bank
Missouri
$460 +$460 +16 New
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$317 +$29 +1 +10%
TC
250
TwinBeech Capital
New York
– -$11M -409,696 Closed
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10
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