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Vitamin Cottage Natural Grocers

103 hedge funds and large institutions have $133M invested in Vitamin Cottage Natural Grocers in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $469K | Put options by funds: $55K

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $119M → $133M (+$14M)

7% more funds holding

Funds holding: 96103 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.27% less ownership

Funds ownership: 32.6%32.33% (-0.27%)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
30
Reduced
38
Closed
6
Calls
$469K
Puts
$55K
Net Calls
+$414K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Crestwood Advisors Group
Massachusetts
$967K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$913K -$11.9K -740 -1%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$909K +$377K +23,476 +87%
PAM
29
Panagora Asset Management
Massachusetts
$908K +$132K +8,195 +19%
Millennium Management
30
Millennium Management
New York
$887K -$363K -22,579 -31%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$882K -$71.5K -4,451 -8%
Bank of America
32
Bank of America
North Carolina
$869K -$249K -15,500 -24%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$726K -$80.3K -5,000 -11%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$702K +$8.59K +535 +1%
LTAS
35
Linden Thomas Advisory Services
North Carolina
$679K +$604K +37,610 New
TI
36
Trexquant Investment
Connecticut
$655K +$583K +36,294 New
GCP
37
GSA Capital Partners
United Kingdom
$625K +$84K +5,230 +18%
Two Sigma Investments
38
Two Sigma Investments
New York
$623K -$152K -9,484 -22%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$622K +$46K +2,868 +9%
QC
40
Quadrature Capital
United Kingdom
$570K +$158K +9,838 +45%
N
41
Nuveen
North Carolina
$553K
Marshall Wace
42
Marshall Wace
United Kingdom
$525K -$3.52K -219 -0.7%
Citadel Advisors
43
Citadel Advisors
Florida
$525K -$22.6K -1,406 -5%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$502K -$562 -35 -0.1%
DA
45
Denali Advisors
California
$500K
SO
46
STRS Ohio
Ohio
$490K -$70.6K -4,400 -14%
Charles Schwab
47
Charles Schwab
California
$444K -$26.2K -1,629 -6%
FIM
48
Freedom Investment Management
Connecticut
$438K -$99.9K -6,222 -20%
RWM
49
Ritholtz Wealth Management
New York
$427K +$25.7K +1,603 +7%
HF
50
HRT Financial
New York
$326K +$291K +18,103 New

NGVC Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2024, worth a combined $133M — up 12% from $119M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NGVC positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.39M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $3.43M sold.

  • 103 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2024, up from 96 in Q4 2023.
  • Funds reported $133M of Vitamin Cottage Natural Grocers stock for Q1 2024, up 12% quarter-over-quarter.
  • 13 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2024 and 6 closed out, a net change of +7 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2024 was Goldman Sachs, an estimated $2.39M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2024 was Hotchkis & Wiley Capital Management, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2024.