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Vitamin Cottage Natural Grocers

81 hedge funds and large institutions have $77.5M invested in Vitamin Cottage Natural Grocers in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

8% more funds holding

Funds holding: 7581 (+6)

0.33% more ownership

Funds ownership: 34.59%34.92% (+0.33%)

0% less capital invested

Capital invested by funds: $77.6M → $77.5M (-$88.3K)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $1.53M

Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
22
Closed
7
Calls
$3K
Puts
$1.53M
Net Calls
-$1.52M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$14.1M +$240K +26,083 +2%
BlackRock
2
BlackRock
New York
$7.41M +$90.2K +9,822 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.77M +$1.03M +111,950 +24%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.91M -$17.4K -1,896 -0.5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$2.71M +$8.27K +900 +0.3%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$2.61M -$99.3K -10,809 -4%
N
7
Nuveen
North Carolina
$2.49M -$828K -90,150 -26%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$2.47M +$29.8K +3,248 +1%
BCM
9
Bridgeway Capital Management
Texas
$2.3M +$399K +43,500 +23%
State Street
10
State Street
Massachusetts
$1.95M +$126K +13,744 +7%
OAM
11
Oxford Asset Management
United Kingdom
$1.89M -$85.5K -9,311 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.77M -$27.5K -3,000 -2%
WCM
13
Wedge Capital Management
North Carolina
$1.67M +$406K +44,225 +35%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.61M -$87.5K -9,525 -6%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$1.59M +$178K +19,389 +14%
SCM
16
Signia Capital Management
Washington
$1.57M -$1.58M -172,520 -52%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.48M +$1.02M +110,608 +282%
PAM
18
Panagora Asset Management
Massachusetts
$1.39M -$294K -32,038 -19%
PPA
19
Parametric Portfolio Associates
Washington
$1.31M -$123K -13,448 -9%
MSL
20
Mackay Shields LLC
New York
$1.2M -$442K -48,100 -28%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.19M +$495K +53,901 +80%
Morgan Stanley
22
Morgan Stanley
New York
$1.19M +$635K +69,152 +134%
Charles Schwab
23
Charles Schwab
California
$1.15M +$5.05K +550 +0.5%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.09M +$922K +100,363 +1,022%
Citadel Advisors
25
Citadel Advisors
Florida
$1.08M -$91.5K -9,967 -8%

NGVC Hedge Fund Activity: Q4 2019 in Review

81 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q4 2019, worth a combined $77.5M — down 0.11% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NGVC positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.03M. The largest seller was AQR Capital Management, cutting an estimated $1.59M.

  • 81 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q4 2019, up from 75 in Q3 2019.
  • Funds reported $77.5M of Vitamin Cottage Natural Grocers stock for Q4 2019, down 0.11% quarter-over-quarter.
  • 13 funds opened new Vitamin Cottage Natural Grocers positions in Q4 2019 and 7 closed out, a net change of +6 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q4 2019 was Renaissance Technologies, an estimated $1.03M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q4 2019 was AQR Capital Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2019.