We are live on ! Find out more
NGVC icon

Vitamin Cottage Natural Grocers

87 hedge funds and large institutions have $101M invested in Vitamin Cottage Natural Grocers in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

2.56% less ownership

Funds ownership: 40.11%37.55% (-2.6%)

18% less funds holding

Funds holding: 10687 (-19)

27% less capital invested

Capital invested by funds: $138M → $101M (-$37.1M)

63% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 30

96% less call options, than puts

Call options by funds: $47K | Put options by funds: $1.29M

Holders
87
Holders Change
-19
Holders Change %
-17.92%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
31
Closed
30
Calls
$47K
Puts
$1.29M
Net Calls
-$1.24M
Net Calls Change
-$839K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$16M +$1.4M +99,223 +8%
BlackRock
2
BlackRock
New York
$8.14M -$1.4M -99,134 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.03M +$985K +69,694 +16%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.15M -$1.8M -127,100 -23%
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.02M +$2.2M +155,513 +86%
RHJA
6
Rice Hall James & Associates
California
$3.61M +$1.35M +95,458 +46%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$3.29M +$64.2K +4,540 +2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$3.15M +$270K +19,102 +8%
OAM
9
Oxford Asset Management
United Kingdom
$2.47M -$122K -8,666 -4%
PAM
10
Panagora Asset Management
Massachusetts
$2.46M +$1.05M +74,190 +56%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$2.27M -$1.46M -103,065 -35%
LOAMU
12
Lombard Odier Asset Management (USA)
New York
$2.21M +$2.61M +185,000 New
State Street
13
State Street
Massachusetts
$2.2M -$64.3K -4,546 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.04M +$199K +14,107 +9%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.02M -$497K -35,160 -17%
BCM
16
Bridgeway Capital Management
Texas
$1.93M -$775K -54,800 -25%
TCIM
17
TIAA CREF Investment Management
New York
$1.9M +$154K +10,863 +7%
TA
18
Teachers Advisors
New York
$1.88M +$1.82M +128,850 +458%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.87M +$136K +9,650 +7%
PPA
20
Parametric Portfolio Associates
Washington
$1.81M -$1M -71,056 -32%
AAMU
21
AEGON Asset Management (UK)
United Kingdom
$1.75M +$2.08M +146,912 New
Invesco
22
Invesco
Georgia
$1.74M -$402K -28,455 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.65M +$1.96M +138,400 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.37M +$1.04M +73,243 +176%
Northern Trust
25
Northern Trust
Illinois
$1.29M +$8.13K +575 +0.5%

NGVC Hedge Fund Activity: Q1 2019 in Review

87 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2019, worth a combined $101M — down 27% from $138M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of NGVC and 11 opened new positions — a net loss of 19 holders — while 31 trimmed existing stakes and 32 added.

The largest buyer was Lombard Odier Asset Management (USA), opening a new position worth an estimated $2.61M. The largest seller was GMT Capital, exiting entirely with an estimated $10.9M sold.

  • 87 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2019, down from 106 in Q4 2018.
  • Funds reported $101M of Vitamin Cottage Natural Grocers stock for Q1 2019, down 27% quarter-over-quarter.
  • 11 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2019 and 30 closed out, a net change of -19 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2019 was Lombard Odier Asset Management (USA), an estimated $2.61M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2019 was GMT Capital, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2019.