Grocery Outlet
158 hedge funds and large institutions have $2.97B invested in Grocery Outlet in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 26 reducing their positions, and 18 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
189% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 18
188% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 26
25% more funds holding
Funds holding: 126 → 158 (+32)
12% more capital invested
Capital invested by funds: $2.64B → $2.97B (+$330M)
4.65% more ownership
Funds ownership: 91.69% → 96.34% (+4.6%)
78% less call options, than puts
Call options by funds: $1.79M | Put options by funds: $8.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$183M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$72.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.3M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$38.8M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFCIV
H&F Corporate Investors VII
San Francisco,
California
|
-$515M |
| 2 |
TP
Third Point
New York
|
-$37.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$28.5M |
| 4 |
ACM
Atika Capital Management
New York
|
-$7.95M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$5.33M |
GO Hedge Fund Activity: Q1 2020 in Review
158 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Grocery Outlet (GO) for Q1 2020, worth a combined $2.97B — up 12% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new GO positions and 18 closed out — a net gain of 34 holders — while 75 added to existing stakes and 26 trimmed.
The largest buyer was Jackson Square Partners, opening a new position worth an estimated $183M. The largest seller was H&F Corporate Investors VII, cutting an estimated $515M.
- 158 institutional investors held Grocery Outlet (GO) as of Q1 2020, up from 126 in Q4 2019.
- Funds reported $2.97B of Grocery Outlet stock for Q1 2020, up 12% quarter-over-quarter.
- 52 funds opened new Grocery Outlet positions in Q1 2020 and 18 closed out, a net change of +34 holders.
- The largest Grocery Outlet buyer in Q1 2020 was Jackson Square Partners, an estimated $183M added.
- The largest Grocery Outlet seller in Q1 2020 was H&F Corporate Investors VII, an estimated $515M sold.
Based on aggregated 13F filings for Q1 2020.