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Vitamin Cottage Natural Grocers

66 hedge funds and large institutions have $59.9M invested in Vitamin Cottage Natural Grocers in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 6566 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.56% less ownership

Funds ownership: 33.82%32.26% (-1.6%)

24% less capital invested

Capital invested by funds: $78.9M → $59.9M (-$18.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $163K

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
22
Reduced
21
Closed
9
Calls
Puts
$163K
Net Calls
-$163K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RRAM
1
River Road Asset Management
Kentucky
$7.39M -$1.69M -171,814 -16%
RA
2
Royce & Associates
New York
$6.82M +$1.66M +169,046 +26%
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$6.32M +$1.12M +113,759 +17%
SCM
4
Stadium Capital Management
Connecticut
$4.52M +$5.37M +546,292 New
BlackRock
5
BlackRock
New York
$4.45M -$48.2K -4,905 -0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.22M -$516K -52,451 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.71M +$1.01M +102,891 +30%
RCM
8
Rockshelter Capital Management
Pennsylvania
$3.15M -$5.06K -515 -0.1%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.4M +$165K +16,800 +6%
KCM
10
Kennedy Capital Management
Missouri
$1.6M -$1.03M -104,685 -35%
State Street
11
State Street
Massachusetts
$1.46M +$156K +15,843 +10%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.29M -$6.42M -653,129 -81%
RHJA
13
Rice Hall James & Associates
California
$1.28M -$1.09M -110,750 -42%
JGC
14
J. Goldman & Co
New York
$937K +$1.11M +113,299 New
Northern Trust
15
Northern Trust
Illinois
$857K +$10.4K +1,056 +1%
BCM
16
Bridgeway Capital Management
Texas
$827K +$983K +100,000 New
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$805K +$292K +29,709 +44%
AIM
18
Alambic Investment Management
California
$737K +$422K +42,907 +93%
Citadel Advisors
19
Citadel Advisors
Florida
$709K +$525K +53,375 +165%
Two Sigma Investments
20
Two Sigma Investments
New York
$623K +$314K +31,887 +73%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$612K +$433K +44,000 +147%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$601K -$86.4K -8,791 -11%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$582K +$14.7K +1,495 +2%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$488K +$144K +14,600 +33%
Invesco
25
Invesco
Georgia
$441K +$371K +37,751 +243%

NGVC Hedge Fund Activity: Q2 2017 in Review

66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q2 2017, worth a combined $59.9M — down 24% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NGVC positions and 9 closed out — a net gain of 2 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Stadium Capital Management, opening a new position worth an estimated $5.37M. The largest seller was Fidelity Investments, cutting an estimated $6.42M.

  • 66 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q2 2017, up from 65 in Q1 2017.
  • Funds reported $59.9M of Vitamin Cottage Natural Grocers stock for Q2 2017, down 24% quarter-over-quarter.
  • 11 funds opened new Vitamin Cottage Natural Grocers positions in Q2 2017 and 9 closed out, a net change of +2 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q2 2017 was Stadium Capital Management, an estimated $5.37M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q2 2017 was Fidelity Investments, an estimated $6.42M sold.

Based on aggregated 13F filings for Q2 2017.