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Vitamin Cottage Natural Grocers

93 hedge funds and large institutions have $100M invested in Vitamin Cottage Natural Grocers in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,800% more call options, than puts

Call options by funds: $179K | Put options by funds: $1K

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

28% more capital invested

Capital invested by funds: $78M → $100M (+$22.2M)

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

8% more funds holding

Funds holding: 8693 (+7)

0.31% more ownership

Funds ownership: 30.78%31.09% (+0.31%)

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
30
Closed
6
Calls
$179K
Puts
$1K
Net Calls
+$178K
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$841K -$115K -8,980 -13%
Marshall Wace
27
Marshall Wace
United Kingdom
$721K +$23.4K +1,822 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$663K -$455K -35,536 -43%
CAG
29
Crestwood Advisors Group
Massachusetts
$658K
FIM
30
Freedom Investment Management
Connecticut
$645K +$29.5K +2,303 +5%
American Century Companies
31
American Century Companies
Missouri
$610K +$144K +11,241 +36%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$607K +$75.6K +5,897 +16%
N
33
Nuveen
North Carolina
$576K -$37K -2,890 -6%
ETC
34
Exchange Traded Concepts
Oklahoma
$569K +$512K +39,963 New
Russell Investments Group
35
Russell Investments Group
United Kingdom
$530K
PFO
36
Pathstone Family Office
New Jersey
$488K +$3.31K +258 +0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$475K +$219K +17,100 +106%
PAM
38
Panagora Asset Management
Massachusetts
$458K +$9.41K +734 +2%
Bank of America
39
Bank of America
North Carolina
$442K +$33.1K +2,584 +9%
JP Morgan Chase
40
JP Morgan Chase
New York
$421K +$63.1K +4,925 +20%
TI
41
Trexquant Investment
Connecticut
$413K +$205K +15,990 +123%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$406K +$333K +26,010 +1,056%
Invesco
43
Invesco
Georgia
$405K -$23.3K -1,820 -6%
Barclays
44
Barclays
United Kingdom
$321K +$241K +18,774 +498%
AQR Capital Management
45
AQR Capital Management
Connecticut
$288K +$88.9K +6,933 +52%
SAM
46
Shell Asset Management
Netherlands
$282K +$1.13K +88 +0.4%
Charles Schwab
47
Charles Schwab
California
$275K
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$261K +$60.7K +4,739 +35%
SEI Investments
49
SEI Investments
Pennsylvania
$238K -$73.1K -5,700 -25%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$233K +$31.9K +2,489 +18%

NGVC Hedge Fund Activity: Q4 2021 in Review

93 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q4 2021, worth a combined $100M — up 28% from $78M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NGVC positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 30 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.2M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $1.47M.

  • 93 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $100M of Vitamin Cottage Natural Grocers stock for Q4 2021, up 28% quarter-over-quarter.
  • 13 funds opened new Vitamin Cottage Natural Grocers positions in Q4 2021 and 6 closed out, a net change of +7 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q4 2021 was Hillsdale Investment Management, an estimated $1.2M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2021.