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Vitamin Cottage Natural Grocers

75 hedge funds and large institutions have $65.1M invested in Vitamin Cottage Natural Grocers in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 34.92%34.02% (-0.9%)

7% less funds holding

Funds holding: 8175 (-6)

16% less capital invested

Capital invested by funds: $77.5M → $65.1M (-$12.3M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $508K

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
20
Reduced
33
Closed
14
Calls
Puts
$508K
Net Calls
-$508K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.4M +$334K +38,864 +3%
GC
2
GMT Capital
Georgia
$6.55M +$6.63M +770,138 New
BlackRock
3
BlackRock
New York
$6.32M -$71.7K -8,329 -1%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.83M -$148K -17,250 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.37M +$5.63K +654 +0.2%
SCM
6
Signia Capital Management
Washington
$3.07M +$1.74M +202,030 +127%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$2.57M +$229K +26,662 +10%
N
8
Nuveen
North Carolina
$2.54M +$400K +46,518 +18%
BCM
9
Bridgeway Capital Management
Texas
$2M +$19.8K +2,300 +1%
State Street
10
State Street
Massachusetts
$1.63M -$52K -6,039 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.4M -$129K -14,991 -8%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$1.3M -$964K -112,064 -42%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.18M -$95.7K -11,120 -7%
PPA
14
Parametric Portfolio Associates
Washington
$1.08M -$48.1K -5,593 -4%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.04M -$355K -41,300 -25%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$1.01M -$1.14M -131,939 -53%
Northern Trust
17
Northern Trust
Illinois
$976K +$90.7K +10,540 +10%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$936K -$32.3K -3,750 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$887K -$143K -16,673 -14%
RA
20
Royce & Associates
New York
$820K +$829K +96,371 New
PAM
21
Panagora Asset Management
Massachusetts
$777K -$422K -49,011 -35%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$753K -$624K -72,522 -45%
Charles Schwab
23
Charles Schwab
California
$602K -$390K -45,363 -39%
Citadel Advisors
24
Citadel Advisors
Florida
$540K -$392K -45,589 -42%
Invesco
25
Invesco
Georgia
$480K +$175K +20,302 +56%

NGVC Hedge Fund Activity: Q1 2020 in Review

75 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2020, worth a combined $65.1M — down 16% from $77.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NGVC and 9 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 20 added.

The largest buyer was GMT Capital, opening a new position worth an estimated $6.63M. The largest seller was Oxford Asset Management, cutting an estimated $1.3M.

  • 75 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2020, down from 81 in Q4 2019.
  • Funds reported $65.1M of Vitamin Cottage Natural Grocers stock for Q1 2020, down 16% quarter-over-quarter.
  • 9 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2020 and 14 closed out, a net change of -5 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2020 was GMT Capital, an estimated $6.63M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2020 was Oxford Asset Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2020.