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Grocery Outlet

251 hedge funds and large institutions have $3.24B invested in Grocery Outlet in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 81

6% more funds holding

Funds holding: 236251 (+15)

1.64% more ownership

Funds ownership: 98.67%100.31% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less capital invested

Capital invested by funds: $4.09B → $3.24B (-$851M)

69% less call options, than puts

Call options by funds: $6.8M | Put options by funds: $21.8M

Holders
251
Holders Change
+15
Holders Change %
+6.36%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
99
Reduced
81
Closed
36
Calls
$6.8M
Puts
$21.8M
Net Calls
-$15M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$292M -$479K -11,792 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$288M -$604K -14,861 -0.2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$248M -$17.1K -420 -0%
Parnassus Investments
4
Parnassus Investments
California
$171M +$13.2M +324,324 +7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$161M +$87.1M +2,142,190 +80%
JSP
6
Jackson Square Partners
California
$143M -$48.3M -1,186,954 -22%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$139M -$6.12M -150,444 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$103M -$31.9M -785,045 -20%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$96.7M +$429K +10,556 +0.4%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$90.7M +$55.5M +1,364,973 +100%
Invesco
11
Invesco
Georgia
$81.8M +$21.3M +522,912 +27%
State Street
12
State Street
Massachusetts
$81.2M +$1.78M +43,720 +2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$78.1M -$8.41M -206,770 -8%
ClearBridge Investments
14
ClearBridge Investments
New York
$72.5M +$406K +9,995 +0.5%
JP Morgan Chase
15
JP Morgan Chase
New York
$69.5M -$11.1M -273,535 -12%
Capital World Investors
16
Capital World Investors
California
$52.2M -$19.1M -469,333 -23%
Marshall Wace
17
Marshall Wace
United Kingdom
$49.4M +$20.6M +506,154 +52%
RIM
18
Ranger Investment Management
Texas
$43.5M -$944K -23,210 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$40.4M +$546K +13,435 +1%
Victory Capital Management
20
Victory Capital Management
Texas
$39.5M +$11.3M +277,286 +31%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$38M -$122M -3,007,418 -73%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$33.9M +$9.33M +229,407 +29%
Federated Hermes
23
Federated Hermes
Pennsylvania
$32.9M +$10.3M +253,245 +34%
FAM
24
Fred Alger Management
New York
$32M +$9.46M +232,774 +32%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$30.4M +$37.2M +913,862 New

GO Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Grocery Outlet (GO) for Q3 2022, worth a combined $3.24B — down 21% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new GO positions and 36 closed out — a net gain of 16 holders — while 99 added to existing stakes and 81 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $87.1M. The largest seller was Fidelity Investments, cutting an estimated $122M.

  • 251 institutional investors held Grocery Outlet (GO) as of Q3 2022, up from 236 in Q2 2022.
  • Funds reported $3.24B of Grocery Outlet stock for Q3 2022, down 21% quarter-over-quarter.
  • 52 funds opened new Grocery Outlet positions in Q3 2022 and 36 closed out, a net change of +16 holders.
  • The largest Grocery Outlet buyer in Q3 2022 was AllianceBernstein, an estimated $87.1M added.
  • The largest Grocery Outlet seller in Q3 2022 was Fidelity Investments, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2022.