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Vitamin Cottage Natural Grocers

91 hedge funds and large institutions have $91.6M invested in Vitamin Cottage Natural Grocers in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $87.1M → $91.6M (+$4.48M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 31.27%31.16% (-0.11%)

3% less funds holding

Funds holding: 9491 (-3)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

26% less call options, than puts

Call options by funds: $23K | Put options by funds: $31K

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
29
Reduced
34
Closed
7
Calls
$23K
Puts
$31K
Net Calls
-$8K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
51
Man Group
United Kingdom
$144K
IRC
52
Investors Research Corp
Georgia
$142K
Barclays
53
Barclays
United Kingdom
$141K -$2.23K -175 -2%
CAM
54
Crestone Asset Management
Colorado
$136K
UBS Group
55
UBS Group
Switzerland
$112K -$2.96K -232 -3%
Osaic Holdings
56
Osaic Holdings
Arizona
$105K +$15.5K +1,220 +18%
JP Morgan Chase
57
JP Morgan Chase
New York
$95.7K -$42K -3,298 -31%
Citadel Advisors
58
Citadel Advisors
Florida
$84.9K -$77.2K -6,060 -48%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$76.2K +$344 +27 +0.5%
MIM
60
MetLife Investment Management
New Jersey
$63.2K +$62.4K +4,897 New
AIG
61
American International Group
New York
$60.2K +$2.12K +166 +4%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$58.1K -$14.1K -1,107 -20%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$51.9K +$9K +706 +21%
Wells Fargo
64
Wells Fargo
California
$36.1K -$15.9K -1,250 -31%
VanEck Associates
65
VanEck Associates
New York
$31K
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$29.4K -$191 -15 -0.7%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$26.6K -$13.3K -1,046 -34%
CAL
68
Capital Advisors Ltd
Ohio
$23K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$22.9K
GWM
70
Geneos Wealth Management
Colorado
$20.7K -$140 -11 -0.7%
Canada Life
71
Canada Life
Manitoba, Canada
$19K -$127 -10 -0.7%
AB
72
Amalgamated Bank
New York
$12K
AIP
73
Ameritas Investment Partners
Nebraska
$11.3K
FGAM
74
Financial Gravity Asset Management
Texas
$9.72K +$10.1K +793 +6,608%
Legal & General Group
75
Legal & General Group
United Kingdom
$9.24K

NGVC Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q3 2023, worth a combined $91.6M — up 5.1% from $87.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NGVC and 5 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 29 added.

The largest buyer was LSV Asset Management, adding an estimated $1.24M. The largest seller was GSA Capital Partners, cutting an estimated $286K.

  • 91 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q3 2023, down from 94 in Q2 2023.
  • Funds reported $91.6M of Vitamin Cottage Natural Grocers stock for Q3 2023, up 5.1% quarter-over-quarter.
  • 5 funds opened new Vitamin Cottage Natural Grocers positions in Q3 2023 and 7 closed out, a net change of -2 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q3 2023 was LSV Asset Management, an estimated $1.24M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q3 2023 was GSA Capital Partners, an estimated $286K sold.

Based on aggregated 13F filings for Q3 2023.