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Vitamin Cottage Natural Grocers

72 hedge funds and large institutions have $75M invested in Vitamin Cottage Natural Grocers in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

1.21% less ownership

Funds ownership: 31.26%30.04% (-1.2%)

14% less funds holding

Funds holding: 8472 (-12)

18% less capital invested

Capital invested by funds: $91.7M → $75M (-$16.8M)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

69% less call options, than puts

Call options by funds: $141K | Put options by funds: $448K

Holders
72
Holders Change
-12
Holders Change %
-14.29%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
31
Reduced
20
Closed
23
Calls
$141K
Puts
$448K
Net Calls
-$307K
Net Calls Change
+$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.8M +$1.55M +125,492 +10%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.9M -$388K -31,444 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.49M +$1.19M +96,686 +24%
Canada Life
4
Canada Life
Manitoba, Canada
$5.04M -$125K -10,112 -2%
RRAM
5
River Road Asset Management
Kentucky
$4.67M +$5.17M +418,338 New
RA
6
Royce & Associates
New York
$3.39M -$506K -41,000 -12%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.3M +$1.07M +86,700 +42%
BFA
8
BlackRock Fund Advisors
California
$2.88M +$232K +18,792 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.83M +$9.88K +800 +0.3%
KCM
10
Kennedy Capital Management
Missouri
$2.68M +$191K +15,487 +7%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$2.44M +$1.84M +148,700 +212%
BIT
12
BlackRock Institutional Trust
California
$2.04M -$12.1K -981 -0.5%
State Street
13
State Street
Massachusetts
$1.68M +$17.6K +1,424 +1%
RHJA
14
Rice Hall James & Associates
California
$1.44M +$299K +24,228 +23%
Northern Trust
15
Northern Trust
Illinois
$1.12M -$269K -21,757 -18%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$789K +$509K +41,176 +139%
Ameriprise
17
Ameriprise
Minnesota
$749K +$828K +67,071 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$721K +$59.5K +4,820 +8%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$663K +$8.99K +728 +1%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$555K +$10.4K +845 +2%
Citadel Advisors
21
Citadel Advisors
Florida
$551K +$609K +49,330 New
EAM
22
Eagle Asset Management
Florida
$534K -$974K -78,857 -62%
KCM
23
Kornitzer Capital Management
Kansas
$525K -$290K -23,500 -33%
BIM
24
BlackRock Investment Management
Delaware
$422K -$1.06K -86 -0.2%
NFA
25
Nationwide Fund Advisors
Ohio
$369K

NGVC Hedge Fund Activity: Q3 2016 in Review

72 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q3 2016, worth a combined $75M — down 18% from $91.7M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NGVC and 11 opened new positions — a net loss of 12 holders — while 20 trimmed existing stakes and 31 added.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $5.17M. The largest seller was Royal Bank of Canada, cutting an estimated $5.87M.

  • 72 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q3 2016, down from 84 in Q2 2016.
  • Funds reported $75M of Vitamin Cottage Natural Grocers stock for Q3 2016, down 18% quarter-over-quarter.
  • 11 funds opened new Vitamin Cottage Natural Grocers positions in Q3 2016 and 23 closed out, a net change of -12 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q3 2016 was River Road Asset Management, an estimated $5.17M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q3 2016 was Royal Bank of Canada, an estimated $5.87M sold.

Based on aggregated 13F filings for Q3 2016.