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Vitamin Cottage Natural Grocers

73 hedge funds and large institutions have $57.4M invested in Vitamin Cottage Natural Grocers in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital invested

Capital invested by funds: $32.1M → $57.4M (+$25.3M)

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

6% more funds holding

Funds holding: 6973 (+4)

3.12% more ownership

Funds ownership: 25.65%28.76% (+3.1%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
29
Reduced
21
Closed
13
Calls
$182K
Puts
Net Calls
+$182K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.29M +$1.55M +236,262 +41%
Ameriprise
2
Ameriprise
Minnesota
$5.88M +$4.23M +643,110 +4,042%
BlackRock
3
BlackRock
New York
$4.76M -$58.5K -8,895 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4M +$73.9K +11,225 +3%
RA
5
Royce & Associates
New York
$3.42M
AIM
6
Alambic Investment Management
California
$2.48M -$270K -41,081 -13%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.26M -$290K -44,000 -15%
PPA
8
Parametric Portfolio Associates
Washington
$1.75M +$620K +94,180 +93%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$1.68M +$94.5K +14,356 +8%
GCP
10
GSA Capital Partners
United Kingdom
$1.6M +$747K +113,500 +171%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.6M +$820K +124,663 +227%
RCM
12
Rutabaga Capital Management
Massachusetts
$1.49M -$105K -15,963 -9%
State Street
13
State Street
Massachusetts
$1.46M -$75.8K -11,516 -7%
BCM
14
Bridgeway Capital Management
Texas
$1.34M +$329K +50,000 +50%
RHJA
15
Rice Hall James & Associates
California
$1.31M -$21.4K -3,244 -2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.11M +$45.4K +6,900 +6%
Millennium Management
17
Millennium Management
New York
$1.09M +$801K +121,713 New
Two Sigma Investments
18
Two Sigma Investments
New York
$975K +$52.5K +7,984 +8%
Northern Trust
19
Northern Trust
Illinois
$944K -$6.89K -1,047 -1%
TCIM
20
TIAA CREF Investment Management
New York
$936K +$413K +62,731 +149%
GC
21
GMT Capital
Georgia
$815K
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$745K +$549K +83,439 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$719K +$55.6K +8,444 +12%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$621K -$10.6K -1,611 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$599K +$201K +30,532 +83%

NGVC Hedge Fund Activity: Q4 2017 in Review

73 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q4 2017, worth a combined $57.4M — up 79% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NGVC positions and 13 closed out — a net gain of 4 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.23M. The largest seller was River Road Asset Management, exiting entirely with an estimated $3.6M sold.

  • 73 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $57.4M of Vitamin Cottage Natural Grocers stock for Q4 2017, up 79% quarter-over-quarter.
  • 17 funds opened new Vitamin Cottage Natural Grocers positions in Q4 2017 and 13 closed out, a net change of +4 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q4 2017 was Ameriprise, an estimated $4.23M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q4 2017 was River Road Asset Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2017.