We are live on ! Find out more
GO icon

Grocery Outlet

236 hedge funds and large institutions have $4.09B invested in Grocery Outlet in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

122% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 27

25% more capital invested

Capital invested by funds: $3.26B → $4.09B (+$830M)

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

13% more funds holding

Funds holding: 208236 (+28)

4.91% less ownership

Funds ownership: 103.58%98.67% (-4.9%)

12% less call options, than puts

Call options by funds: $9.22M | Put options by funds: $10.4M

Holders
236
Holders Change
+28
Holders Change %
+13.46%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
84
Reduced
72
Closed
27
Calls
$9.22M
Puts
$10.4M
Net Calls
-$1.22M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$46K -$85.7K -2,344 -69%
ACM
202
Aquatic Capital Management
Illinois
$38K +$32.9K +900 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$32K +$10.2K +280 +58%
Bessemer Group
204
Bessemer Group
New Jersey
$32K +$21.5K +589 +359%
WWM
205
Wolff Wiese Magana
California
$28K -$4.64K -127 -16%
Nomura Asset Management
206
Nomura Asset Management
Japan
$26.9K
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$12K +$3.69K +101 +59%
FHA
208
First Horizon Advisors
Tennessee
$12K +$11.1K +304 New
FF
209
FourThought Financial
Florida
$6K
MAM
210
Meeder Asset Management
Ohio
$6K +$3.98K +109 +363%
BIA
211
Bell Investment Advisors
California
$6K +$5.33K +146 New
JWA
212
JFS Wealth Advisors
Pennsylvania
$4K +$1.06K +29 +54%
FCA
213
FinTrust Capital Advisors
South Carolina
$4K +$3.11K +85 New
UWM
214
Urban Wealth Management
California
$4K +$3.65K +100 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$4K +$3.73K +102 New
GWSG
216
GPS Wealth Strategies Group
Colorado
$3K
IA
217
IFP Advisors
Florida
$2K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$2K
QCG
219
Quadrant Capital Group
Ohio
$2K
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$2K +$402 +11 +34%
SC
221
Schubert & Co
Texas
$2K +$950 +26 +144%
PTC
222
Private Trust Company
Ohio
$2K +$2.12K +58 New
QC
223
Quent Capital
New York
$1K -$621 -17 -40%
C
224
Covestor
United Kingdom
$1K -$110 -3 -18%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$1K

GO Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Grocery Outlet (GO) for Q2 2022, worth a combined $4.09B — up 25% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new GO positions and 27 closed out — a net gain of 33 holders — while 84 added to existing stakes and 72 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $84.2M. The largest seller was Jackson Square Partners, cutting an estimated $203M.

  • 236 institutional investors held Grocery Outlet (GO) as of Q2 2022, up from 208 in Q1 2022.
  • Funds reported $4.09B of Grocery Outlet stock for Q2 2022, up 25% quarter-over-quarter.
  • 60 funds opened new Grocery Outlet positions in Q2 2022 and 27 closed out, a net change of +33 holders.
  • The largest Grocery Outlet buyer in Q2 2022 was AllianceBernstein, an estimated $84.2M added.
  • The largest Grocery Outlet seller in Q2 2022 was Jackson Square Partners, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2022.