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Grocery Outlet

224 hedge funds and large institutions have $2.86B invested in Grocery Outlet in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
81
Reduced
94
Closed
41
Calls
$3.31M
Puts
$5.39M
Net Calls
-$2.09M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
QC
201
Quent Capital
New York
$2.18K
CAL
202
Capital Advisors Ltd
Ohio
$2K +$2K +80 New
PA
203
Parallel Advisors
California
$1.47K -$339 -12 -19%
JWA
204
JFS Wealth Advisors
Pennsylvania
$1.44K -$113 -4 -7%
VWM
205
Venturi Wealth Management
Texas
$1.33K +$1.33K +47 New
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.22K
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$1.16K -$254 -9 -18%
TWA
208
TCI Wealth Advisors
Arizona
$1.02K -$28 -1 -3%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$1K
SFG
210
Steward Financial Group
Texas
$1K +$167 +6 +20%
BAM
211
Belpointe Asset Management
Nevada
$989 +$141 +5 +17%
AF
212
Allworth Financial
California
$961 +$763 +27 +386%
GRP
213
Global Retirement Partners
California
$803 -$208 -7 -21%
GWS
214
Glassman Wealth Services
Virginia
$791
SC
215
Schubert & Co
Texas
$679 -$226 -8 -25%
DI
216
Disciplined Investments
Oklahoma
$367 -$56 -2 -13%
SIC
217
SJS Investment Consulting
Ohio
$340 -$170 -6 -33%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$283 -$849 -30 -75%
IGWM
219
ICA Group Wealth Management
Colorado
$283
IA
220
IFP Advisors
Florida
$257 -$45.4K -1,590 -99%
LC
221
Lindbrook Capital
California
$254 -$5.28K -187 -95%
AF
222
Advisornet Financial
Minnesota
$226 -$283 -10 -56%
HCP
223
Hexagon Capital Partners
Arkansas
$141 -$846 -30 -86%
Voloridge Investment Management
224
Voloridge Investment Management
Florida
-$14.2M -485,780 Closed
Fuller & Thaler Asset Management
225
Fuller & Thaler Asset Management
California
-$7.7M -263,687 Closed