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Vitamin Cottage Natural Grocers

106 hedge funds and large institutions have $138M invested in Vitamin Cottage Natural Grocers in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

15% more funds holding

Funds holding: 92106 (+14)

1.58% more ownership

Funds ownership: 38.52%40.11% (+1.6%)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

5% less capital invested

Capital invested by funds: $145M → $138M (-$7.81M)

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $406K

Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
2.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
36
Reduced
33
Closed
9
Calls
$3K
Puts
$406K
Net Calls
-$403K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$19M +$190K +10,737 +0.9%
BlackRock
2
BlackRock
New York
$12M -$209K -11,840 -1%
GC
3
GMT Capital
Georgia
$10.9M -$1.23M -69,333 -9%
Renaissance Technologies
4
Renaissance Technologies
New York
$8.55M +$1.04M +58,700 +12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.66M +$63.8K +3,613 +0.8%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$4.49M -$895K -50,637 -15%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$4.15M +$86.6K +4,900 +2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$3.75M +$1.42M +80,117 +49%
PPA
9
Parametric Portfolio Associates
Washington
$3.42M +$963K +54,504 +32%
BCM
10
Bridgeway Capital Management
Texas
$3.31M -$530K -30,000 -12%
OAM
11
Oxford Asset Management
United Kingdom
$3.3M +$991K +56,062 +35%
RHJA
12
Rice Hall James & Associates
California
$3.17M +$1.23M +69,557 +51%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$3.12M +$250K +14,141 +7%
EI
14
EAM Investors
California
$3.06M +$1.54M +87,309 +78%
State Street
15
State Street
Massachusetts
$2.89M -$58.9K -3,335 -2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$2.78M +$3.2M +181,084 New
Invesco
17
Invesco
Georgia
$2.67M -$2.63M -148,763 -46%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.4M +$55.5K +3,140 +2%
TCIM
19
TIAA CREF Investment Management
New York
$2.27M -$1.56M -88,484 -37%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.26M +$615K +34,775 +31%
PAM
21
Panagora Asset Management
Massachusetts
$2.01M +$1.21M +68,587 +109%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.67M +$668K +37,817 +53%
Northern Trust
23
Northern Trust
Illinois
$1.64M -$81.2K -4,594 -4%
Deutsche Bank
24
Deutsche Bank
Germany
$1.42M -$64.2K -3,632 -4%
CEP
25
Chicago Equity Partners
Illinois
$1.26M +$284K +16,070 +24%

NGVC Hedge Fund Activity: Q4 2018 in Review

106 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q4 2018, worth a combined $138M — down 5.4% from $145M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NGVC positions and 9 closed out — a net gain of 14 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $3.2M. The largest seller was Invesco, cutting an estimated $2.63M.

  • 106 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q4 2018, up from 92 in Q3 2018.
  • Funds reported $138M of Vitamin Cottage Natural Grocers stock for Q4 2018, down 5.4% quarter-over-quarter.
  • 23 funds opened new Vitamin Cottage Natural Grocers positions in Q4 2018 and 9 closed out, a net change of +14 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q4 2018 was AQR Capital Management, an estimated $3.2M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q4 2018 was Invesco, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2018.