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Vitamin Cottage Natural Grocers

73 hedge funds and large institutions have $53.5M invested in Vitamin Cottage Natural Grocers in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.67% more ownership

Funds ownership: 28.76%33.43% (+4.7%)

0% more funds holding

Funds holding: 7373 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

7% less capital invested

Capital invested by funds: $57.4M → $53.5M (-$3.91M)

94% less call options, than puts

Call options by funds: $155K | Put options by funds: $2.64M

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
25
Closed
11
Calls
$155K
Puts
$2.64M
Net Calls
-$2.49M
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.13M +$1.38M +179,613 +22%
GC
2
GMT Capital
Georgia
$5.35M +$5.02M +655,507 +718%
Ameriprise
3
Ameriprise
Minnesota
$4.75M +$33.1K +4,320 +0.7%
BlackRock
4
BlackRock
New York
$3.87M +$55.7K +7,264 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.7M +$526K +68,705 +15%
RA
6
Royce & Associates
New York
$3.17M +$460K +60,000 +16%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$1.78M +$1.9M +248,255 New
AG
8
Algert Global
California
$1.74M +$1.65M +215,965 +793%
AIM
9
Alambic Investment Management
California
$1.58M -$435K -56,713 -20%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.51M -$321K -41,900 -17%
State Street
11
State Street
Massachusetts
$1.36M +$202K +26,400 +16%
PPA
12
Parametric Portfolio Associates
Washington
$1.29M -$112K -14,568 -7%
RCM
13
Rutabaga Capital Management
Massachusetts
$1.18M -$18.4K -2,400 -1%
TCIM
14
TIAA CREF Investment Management
New York
$1.16M +$438K +57,114 +55%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.12M -$177K -23,118 -13%
Millennium Management
16
Millennium Management
New York
$1.11M +$254K +33,178 +27%
BCM
17
Bridgeway Capital Management
Texas
$1.07M
RHJA
18
Rice Hall James & Associates
California
$1.02M -$33.7K -4,395 -3%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$807K -$577K -75,326 -40%
Northern Trust
20
Northern Trust
Illinois
$764K +$7.95K +1,038 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$615K +$41.1K +5,363 +7%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$606K -$307K -40,000 -32%
OAM
23
Oxford Asset Management
United Kingdom
$551K +$126K +16,423 +27%
Invesco
24
Invesco
Georgia
$545K +$177K +23,139 +44%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$504K +$6.52K +851 +1%

NGVC Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2018, worth a combined $53.5M — down 6.8% from $57.4M a quarter earlier.

Fund positioning in NGVC was balanced in Q1 2018: 11 funds opened new positions, 11 closed out, 24 added to existing stakes and 25 trimmed.

The largest buyer was GMT Capital, adding an estimated $5.02M. The largest seller was GSA Capital Partners, cutting an estimated $1.22M.

  • 73 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $53.5M of Vitamin Cottage Natural Grocers stock for Q1 2018, down 6.8% quarter-over-quarter.
  • 11 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2018 and 11 closed out, a net change of 0 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2018 was GMT Capital, an estimated $5.02M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2018 was GSA Capital Partners, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2018.