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Vitamin Cottage Natural Grocers

86 hedge funds and large institutions have $81.9M invested in Vitamin Cottage Natural Grocers in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $4K | Put options by funds: $2K

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

1% less funds holding

Funds holding: 8786 (-1)

1.26% less ownership

Funds ownership: 37.55%36.29% (-1.3%)

19% less capital invested

Capital invested by funds: $101M → $81.9M (-$18.7M)

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
30
Closed
15
Calls
$4K
Puts
$2K
Net Calls
+$2K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.7M +$291K +25,364 +2%
BlackRock
2
BlackRock
New York
$7.33M +$555K +48,464 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.13M +$72.1K +6,296 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.15M -$201K -17,500 -4%
N
5
Nuveen
North Carolina
$3.88M +$4.43M +386,554 New
SCM
6
Signia Capital Management
Washington
$2.76M +$3.15M +274,838 New
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$2.75M -$14.9K -1,300 -0.5%
AQR Capital Management
8
AQR Capital Management
Connecticut
$2.56M -$935K -81,619 -24%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$2.5M -$168K -14,696 -6%
MSL
10
Mackay Shields LLC
New York
$2.32M +$1.47M +128,140 +124%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$2.15M +$271K +23,626 +12%
OAM
12
Oxford Asset Management
United Kingdom
$2.13M +$53.3K +4,653 +2%
PAM
13
Panagora Asset Management
Massachusetts
$1.91M -$180K -15,720 -8%
State Street
14
State Street
Massachusetts
$1.85M -$1.15K -100 -0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.79M +$84.4K +7,364 +4%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.76M +$71.3K +6,224 +4%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.56M -$17.2K -1,500 -1%
BCM
18
Bridgeway Capital Management
Texas
$1.54M -$95.1K -8,300 -5%
PPA
19
Parametric Portfolio Associates
Washington
$1.5M -$27.4K -2,387 -2%
Northern Trust
20
Northern Trust
Illinois
$1.11M +$36.4K +3,176 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
21
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.07M -$366K -31,900 -23%
Charles Schwab
22
Charles Schwab
California
$1M +$619K +54,036 +118%
Citadel Advisors
23
Citadel Advisors
Florida
$917K -$270K -23,577 -21%
Two Sigma Investments
24
Two Sigma Investments
New York
$916K +$45.7K +3,992 +5%
Invesco
25
Invesco
Georgia
$843K -$708K -61,798 -42%

NGVC Hedge Fund Activity: Q2 2019 in Review

86 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q2 2019, worth a combined $81.9M — down 19% from $101M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NGVC positions and 15 closed out — a net gain of 1 holder — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $4.43M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $3.61M sold.

  • 86 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q2 2019, down from 87 in Q1 2019.
  • Funds reported $81.9M of Vitamin Cottage Natural Grocers stock for Q2 2019, down 19% quarter-over-quarter.
  • 16 funds opened new Vitamin Cottage Natural Grocers positions in Q2 2019 and 15 closed out, a net change of +1 holder.
  • The largest Vitamin Cottage Natural Grocers buyer in Q2 2019 was Nuveen, an estimated $4.43M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q2 2019 was Rice Hall James & Associates, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2019.