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Vitamin Cottage Natural Grocers

80 hedge funds and large institutions have $167M invested in Vitamin Cottage Natural Grocers in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.02M

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.32% less ownership

Funds ownership: 34.68%33.36% (-1.3%)

8% less funds holding

Funds holding: 8780 (-7)

12% less capital invested

Capital invested by funds: $189M → $167M (-$22M)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
36
Reduced
26
Closed
16
Calls
$1.95M
Puts
$1.02M
Net Calls
+$929K
Net Calls Change
+$801K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Frontier Capital Management
Massachusetts
$24.7M +$1.11M +46,197 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$20.5M +$1.17M +48,766 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$19.1M +$2.12M +88,350 +12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.8M -$546K -22,719 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.75M +$1.05M +43,694 +11%
Canada Life
6
Canada Life
Manitoba, Canada
$7.93M -$2.44M -101,441 -22%
EAM
7
Eagle Asset Management
Florida
$7.12M -$13.1M -547,107 -64%
GIM
8
Granahan Investment Management
Massachusetts
$5.83M -$447K -18,593 -7%
RA
9
Royce & Associates
New York
$5.67M +$2.89M +120,500 +93%
BFA
10
BlackRock Fund Advisors
California
$5.37M -$63.6K -2,649 -1%
WSA
11
Wall Street Associates
California
$5.17M -$4.22M -175,800 -44%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.1M +$3.84M +159,700 +768%
BIT
13
BlackRock Institutional Trust
California
$3.83M +$1.64M +68,389 +68%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.43M +$333K +13,865 +10%
GKIM
15
GW&K Investment Management
Massachusetts
$3.28M +$563K +23,427 +19%
State Street
16
State Street
Massachusetts
$3.18M -$54K -2,249 -2%
Northern Trust
17
Northern Trust
Illinois
$2.31M +$28.7K +1,195 +1%
Deutsche Bank
18
Deutsche Bank
Germany
$2.27M +$2.3M +95,949 +2,213%
Millennium Management
19
Millennium Management
New York
$1.6M +$376K +15,677 +28%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.29M +$11.5K +477 +0.8%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M +$34.6K +1,440 +3%
OA
22
Outfitter Advisors
Virginia
$966K -$24K -1,000 -2%
TCIM
23
TIAA CREF Investment Management
New York
$851K
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$849K
Bank of New York Mellon
25
Bank of New York Mellon
New York
$813K -$201K -8,356 -19%

NGVC Hedge Fund Activity: Q3 2015 in Review

80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q3 2015, worth a combined $167M — down 12% from $189M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NGVC and 9 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 36 added.

The largest buyer was Renaissance Technologies, adding an estimated $3.84M. The largest seller was Eagle Asset Management, cutting an estimated $13.1M.

  • 80 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q3 2015, down from 87 in Q2 2015.
  • Funds reported $167M of Vitamin Cottage Natural Grocers stock for Q3 2015, down 12% quarter-over-quarter.
  • 9 funds opened new Vitamin Cottage Natural Grocers positions in Q3 2015 and 16 closed out, a net change of -7 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q3 2015 was Renaissance Technologies, an estimated $3.84M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q3 2015 was Eagle Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2015.