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Vitamin Cottage Natural Grocers

65 hedge funds and large institutions have $78.9M invested in Vitamin Cottage Natural Grocers in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

4.08% more ownership

Funds ownership: 29.74%33.82% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less capital invested

Capital invested by funds: $79.4M → $78.9M (-$531K)

8% less funds holding

Funds holding: 7165 (-6)

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
22
Closed
13
Calls
$1.04M
Puts
Net Calls
+$1.04M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
RRAM
1
River Road Asset Management
Kentucky
$11.1M +$3.42M +286,661 +37%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.41M -$1.86M -155,690 -16%
RA
3
Royce & Associates
New York
$6.81M +$1.01M +84,648 +15%
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$6.76M +$7.76M +650,855 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.84M +$722K +60,482 +12%
BlackRock
6
BlackRock
New York
$5.64M +$6.45M +540,624 +21,310%
RCM
7
Rockshelter Capital Management
Pennsylvania
$3.96M +$13.4K +1,120 +0.3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.59M +$1.01M +84,957 +33%
KCM
9
Kennedy Capital Management
Missouri
$3.1M +$682K +57,131 +24%
GIP
10
Granite Investment Partners
California
$2.98M +$1.71M +143,322 +100%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.84M -$1.06M -88,700 -24%
RHJA
12
Rice Hall James & Associates
California
$2.75M +$1.8M +150,841 +132%
Canada Life
13
Canada Life
Manitoba, Canada
$2.2M -$2.95M -247,042 -54%
Ameriprise
14
Ameriprise
Minnesota
$1.78M +$339K +28,394 +20%
State Street
15
State Street
Massachusetts
$1.66M +$94.6K +7,931 +5%
Northern Trust
16
Northern Trust
Illinois
$1.07M -$27.7K -2,325 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$846K +$40.3K +3,382 +4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$716K +$92.9K +7,783 +13%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$702K -$340K -28,486 -30%
AIM
20
Alambic Investment Management
California
$480K +$551K +46,167 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$461K +$72.8K +6,100 +16%
Two Sigma Investments
22
Two Sigma Investments
New York
$451K -$680K -57,009 -57%
TCIM
23
TIAA CREF Investment Management
New York
$408K -$11.7K -979 -2%
TA
24
Teachers Advisors
New York
$388K +$60.7K +5,089 +16%
Citadel Advisors
25
Citadel Advisors
Florida
$335K +$10.1K +847 +3%

NGVC Hedge Fund Activity: Q1 2017 in Review

65 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2017, worth a combined $78.9M — down 0.67% from $79.4M a quarter earlier.

Fund positioning in NGVC was balanced in Q1 2017: 13 funds opened new positions, 13 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $7.76M. The largest seller was Canada Life, cutting an estimated $2.95M.

  • 65 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $78.9M of Vitamin Cottage Natural Grocers stock for Q1 2017, down 0.67% quarter-over-quarter.
  • 13 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2017 and 13 closed out, a net change of 0 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2017 was Westfield Capital Management, an estimated $7.76M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2017 was Canada Life, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2017.