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Grocery Outlet
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Overview Fund Activity

234 hedge funds and large institutions have $1.77B invested in Grocery Outlet in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+17
Holders Change %
+7.83%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
53
Increased
71
Reduced
88
Closed
36
Calls
$4.02M
Puts
$5.15M
Net Calls
-$1.13M
Net Calls Change
-$4.63M

Top Buyers

1
FP
FPR Partners
California
+$66.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$48.4M
3
ER
EVR Research
Virginia
+$16.3M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$16.2M
5
VBA
Van Berkom & Associates
Quebec, Canada
+$14.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$96.2M
2
1WCM
12 West Capital Management
New York
-$75.5M
3
Ameriprise
Ameriprise
Minnesota
-$23.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
201
UMB Bank
Missouri
$3.16K +$1.3K +74 +70%
SAM
202
Smartleaf Asset Management
Massachusetts
$3.11K +$2.95K +167 +1,856%
ACM
203
Anfield Capital Management
California
$2.79K – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$2.23K +$2.23K +127 New
FFA
205
Farther Finance Advisors
California
$1.84K +$1.07K +61 +139%
EWA
206
EverSource Wealth Advisors
Alabama
$1.77K -$6.11K -348 -78%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$1.62K +$298 +17 +23%
LC
208
Lindbrook Capital
California
$1.25K -$10.1K -574 -89%
BIA
209
Bell Investment Advisors
California
$1.23K -$88 -5 -7%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$1.23K +$860 +49 +233%
S
211
SignatureFD
Georgia
$1.11K -$2.88K -164 -72%
PWMG
212
Private Wealth Management Group
New Jersey
$1.09K -$948 -54 -47%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$1.04K +$1.04K +60 New
Bessemer Group
214
Bessemer Group
New Jersey
$1K -$4.14K -290 -81%
CFD
215
Creative Financial Designs
Indiana
$913 +$913 +52 New
HCP
216
Hexagon Capital Partners
Arkansas
$825 – – –
QC
217
Quent Capital
New York
$790 – – –
VCM
218
Versant Capital Management
Arizona
$772 -$3.02K -172 -80%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$755 – – –
BGAI
220
Bruce G. Allen Investments
Colorado
$737 -$70 -4 -9%
PS
221
Principal Securities
Iowa
$544 – – –
BCMLT
222
Beacon Capital Management LLC (Tennessee)
Tennessee
$439 – – –
BF
223
BOK Financial
Oklahoma
$259 +$259 +16 New
AWM
224
Abound Wealth Management
Tennessee
$176 +$176 +10 New
CA
225
Claris Advisors
Missouri
$88 +$88 +5 New
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9
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