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Vitamin Cottage Natural Grocers

111 hedge funds and large institutions have $129M invested in Vitamin Cottage Natural Grocers in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

23% more call options, than puts

Call options by funds: $303K | Put options by funds: $247K

5% more funds holding

Funds holding: 106111 (+5)

1.43% more ownership

Funds ownership: 34.11%35.54% (+1.4%)

15% less capital invested

Capital invested by funds: $151M → $129M (-$22.9M)

25% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
33
Reduced
44
Closed
9
Calls
$303K
Puts
$247K
Net Calls
+$56K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$52K
DA
77
Denali Advisors
California
$51K +$11.2K +600 +23%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$47K +$19.2K +1,030 +52%
DWA
79
Dorsey Wright & Associates
California
$40K -$2.85K -153 -6%
Lazard Asset Management
80
Lazard Asset Management
New York
$35K +$42K +2,257 New
CCM
81
Copeland Capital Management
Pennsylvania
$31K +$912 +49 +3%
GWM
82
Geneos Wealth Management
Colorado
$26K -$335 -18 -1%
Citigroup
83
Citigroup
New York
$24K +$3.89K +209 +17%
AB
84
Amalgamated Bank
New York
$23K +$5.88K +316 +28%
Legal & General Group
85
Legal & General Group
United Kingdom
$15K +$3.63K +195 +27%
QT
86
Quantbot Technologies
New York
$15K +$9.3K +500 +100%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$14K
AIP
88
Ameritas Investment Partners
Nebraska
$13K
GI
89
Gradient Investments
Minnesota
$12K
PCM
90
Penserra Capital Management
California
$11K -$1.08K -58 -8%
TRCT
91
Tower Research Capital (TRC)
New York
$10K -$180K -9,684 -94%
GWSG
92
GPS Wealth Strategies Group
Colorado
$8K
Canada Life
93
Canada Life
Manitoba, Canada
$7K -$2.36K -127 -24%
Group One Trading
94
Group One Trading
Illinois
$5K -$1.86K -100 -25%
EI
95
Ellevest Inc
New York
$5K -$1.23K -66 -17%
Simplex Trading
96
Simplex Trading
Illinois
$5K +$6.57K +353 New
Wells Fargo
97
Wells Fargo
California
$4K -$277K -14,872 -98%
TWC
98
TD Waterhouse Canada
Ontario, Canada
$3.06K
C
99
Covestor
United Kingdom
$3K -$353 -19 -10%
CFB
100
Cullen/Frost Bankers
Texas
$3K

NGVC Hedge Fund Activity: Q2 2022 in Review

111 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q2 2022, worth a combined $129M — down 15% from $151M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NGVC positions and 9 closed out — a net gain of 7 holders — while 33 added to existing stakes and 44 trimmed.

The largest buyer was Green Alpha Advisors, adding an estimated $4.88M. The largest seller was Assenagon Asset Management, cutting an estimated $3.39M.

  • 111 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q2 2022, up from 106 in Q1 2022.
  • Funds reported $129M of Vitamin Cottage Natural Grocers stock for Q2 2022, down 15% quarter-over-quarter.
  • 16 funds opened new Vitamin Cottage Natural Grocers positions in Q2 2022 and 9 closed out, a net change of +7 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q2 2022 was Green Alpha Advisors, an estimated $4.88M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q2 2022 was Assenagon Asset Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2022.