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Vitamin Cottage Natural Grocers

84 hedge funds and large institutions have $91.7M invested in Vitamin Cottage Natural Grocers in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

6% more funds holding

Funds holding: 7984 (+5)

5.53% less ownership

Funds ownership: 36.79%31.26% (-5.5%)

47% less capital invested

Capital invested by funds: $172M → $91.7M (-$80.4M)

54% less call options, than puts

Call options by funds: $444K | Put options by funds: $974K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
29
Reduced
22
Closed
16
Calls
$444K
Puts
$974K
Net Calls
-$530K
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.6M +$532K +36,030 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.1M +$901K +61,073 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.21M -$189K -12,802 -3%
Canada Life
4
Canada Life
Manitoba, Canada
$5.96M +$1.39M +93,961 +25%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.16M -$838K -56,771 -13%
RA
6
Royce & Associates
New York
$4.5M +$443K +30,000 +10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.3M +$162K +10,943 +5%
BFA
8
BlackRock Fund Advisors
California
$3.12M +$59.3K +4,015 +2%
KCM
9
Kennedy Capital Management
Missouri
$2.93M +$3.31M +224,487 New
Renaissance Technologies
10
Renaissance Technologies
New York
$2.72M +$162K +11,000 +6%
BIT
11
BlackRock Institutional Trust
California
$2.4M +$51.3K +3,479 +2%
GKIM
12
GW&K Investment Management
Massachusetts
$2.35M -$2.34M -158,786 -47%
State Street
13
State Street
Massachusetts
$1.96M +$149K +10,069 +7%
SCA
14
Summit Creek Advisors
Minnesota
$1.78M -$2.33M -157,739 -54%
EAM
15
Eagle Asset Management
Florida
$1.65M -$1.51M -102,527 -45%
WSA
16
Wall Street Associates
California
$1.63M
Northern Trust
17
Northern Trust
Illinois
$1.59M -$315K -21,320 -15%
RHJA
18
Rice Hall James & Associates
California
$1.36M +$165K +11,208 +12%
EA
19
Emerald Acquisition
Washington
$1.03M +$1.17M +79,105 New
KCM
20
Kornitzer Capital Management
Kansas
$920K +$518K +35,100 +99%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$914K +$1.03M +70,000 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$780K +$33.5K +2,267 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$766K +$9.79K +663 +1%
TRSOTSOK
24
Teachers Retirement System of the State of Kentucky
Kentucky
$639K
Bank of America
25
Bank of America
North Carolina
$555K +$624K +42,255 +14,085%

NGVC Hedge Fund Activity: Q2 2016 in Review

84 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q2 2016, worth a combined $91.7M — down 47% from $172M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NGVC positions and 16 closed out — a net gain of 6 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.31M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $22.5M sold.

  • 84 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q2 2016, up from 79 in Q1 2016.
  • Funds reported $91.7M of Vitamin Cottage Natural Grocers stock for Q2 2016, down 47% quarter-over-quarter.
  • 22 funds opened new Vitamin Cottage Natural Grocers positions in Q2 2016 and 16 closed out, a net change of +6 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q2 2016 was Kennedy Capital Management, an estimated $3.31M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q2 2016 was Frontier Capital Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2016.