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Vitamin Cottage Natural Grocers

75 hedge funds and large institutions have $77.6M invested in Vitamin Cottage Natural Grocers in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.7% less ownership

Funds ownership: 36.29%34.59% (-1.7%)

5% less capital invested

Capital invested by funds: $81.9M → $77.6M (-$4.28M)

13% less funds holding

Funds holding: 8675 (-11)

36% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 33

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

Holders
75
Holders Change
-11
Holders Change %
-12.79%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
33
Closed
18
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$14M +$334K +33,633 +2%
BlackRock
2
BlackRock
New York
$7.41M +$118K +11,850 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$4.72M +$586K +59,000 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.97M -$1.12M -112,953 -22%
N
5
Nuveen
North Carolina
$3.42M -$435K -43,832 -11%
SCM
6
Signia Capital Management
Washington
$3.31M +$559K +56,354 +21%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$2.75M +$613K +61,768 +29%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$2.74M
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$2.47M -$21.4K -2,152 -0.9%
OAM
10
Oxford Asset Management
United Kingdom
$2M -$111K -11,171 -5%
BCM
11
Bridgeway Capital Management
Texas
$1.89M +$357K +36,000 +24%
AQR Capital Management
12
AQR Capital Management
Connecticut
$1.85M -$695K -69,962 -27%
State Street
13
State Street
Massachusetts
$1.83M -$1.26K -127 -0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.82M +$40.7K +4,097 +2%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.73M +$176K +17,775 +11%
PAM
16
Panagora Asset Management
Massachusetts
$1.72M -$173K -17,413 -9%
MSL
17
Mackay Shields LLC
New York
$1.7M -$611K -61,500 -27%
PPA
18
Parametric Portfolio Associates
Washington
$1.46M -$35.1K -3,537 -2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$1.42M -$330K -33,211 -19%
WCM
20
Wedge Capital Management
North Carolina
$1.25M +$609K +61,376 +96%
Citadel Advisors
21
Citadel Advisors
Florida
$1.19M +$276K +27,762 +30%
Charles Schwab
22
Charles Schwab
California
$1.15M +$157K +15,830 +16%
Northern Trust
23
Northern Trust
Illinois
$1.1M -$11.8K -1,192 -1%
CEP
24
Chicago Equity Partners
Illinois
$717K -$1.44K -145 -0.2%
JP Morgan Chase
25
JP Morgan Chase
New York
$670K +$641K +64,522 +2,591%

NGVC Hedge Fund Activity: Q3 2019 in Review

75 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q3 2019, worth a combined $77.6M — down 5.2% from $81.9M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NGVC and 7 opened new positions — a net loss of 11 holders — while 33 trimmed existing stakes and 21 added.

The largest buyer was JP Morgan Chase, adding an estimated $641K. The largest seller was Vanguard Group, cutting an estimated $1.12M.

  • 75 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q3 2019, down from 86 in Q2 2019.
  • Funds reported $77.6M of Vitamin Cottage Natural Grocers stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 7 funds opened new Vitamin Cottage Natural Grocers positions in Q3 2019 and 18 closed out, a net change of -11 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q3 2019 was JP Morgan Chase, an estimated $641K added.
  • The largest Vitamin Cottage Natural Grocers seller in Q3 2019 was Vanguard Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2019.