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Vitamin Cottage Natural Grocers

91 hedge funds and large institutions have $80.8M invested in Vitamin Cottage Natural Grocers in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $13K | Put options by funds: $4K

1.44% more ownership

Funds ownership: 35.66%37.09% (+1.4%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 9391 (-2)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

32% less capital invested

Capital invested by funds: $119M → $80.8M (-$38.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
23
Reduced
31
Closed
15
Calls
$13K
Puts
$4K
Net Calls
+$9K
Net Calls Change
+$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$15M +$123K +9,370 +0.6%
Renaissance Technologies
2
Renaissance Technologies
New York
$8.08M +$1.63M +124,600 +18%
BlackRock
3
BlackRock
New York
$7.64M -$197K -15,037 -2%
GC
4
GMT Capital
Georgia
$7.59M
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.33M -$11.3K -863 -0.2%
RA
6
Royce & Associates
New York
$3.6M +$3.29M +251,171 +221%
AI
7
Acuitas Investments
Washington
$2.21M +$2.93M +223,883 New
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$1.9M -$581K -44,418 -19%
State Street
9
State Street
Massachusetts
$1.86M -$72.4K -5,532 -3%
N
10
Nuveen
North Carolina
$1.81M -$869K -66,430 -27%
Goldman Sachs
11
Goldman Sachs
New York
$1.8M +$1.2M +91,736 +101%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.59M -$36.6K -2,798 -2%
Wells Fargo
13
Wells Fargo
California
$1.47M +$805K +61,495 +70%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.4M +$1.06M +80,660 +132%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.15M -$124K -9,449 -7%
PPA
16
Parametric Portfolio Associates
Washington
$1.15M -$40.3K -3,084 -3%
Northern Trust
17
Northern Trust
Illinois
$1.14M -$26K -1,988 -2%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$1.1M +$76.2K +5,827 +6%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$992K -$90K -6,882 -7%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$971K -$603K -46,101 -32%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$945K -$218K -16,660 -15%
BCM
22
Bridgeway Capital Management
Texas
$712K -$118K -9,000 -11%
Charles Schwab
23
Charles Schwab
California
$707K +$217K +16,553 +30%
ZCM
24
Ziegler Capital Management
Illinois
$625K -$23.7K -1,811 -3%
Squarepoint
25
Squarepoint
New York
$615K +$608K +46,449 +291%

NGVC Hedge Fund Activity: Q3 2020 in Review

91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q3 2020, worth a combined $80.8M — down 32% from $119M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NGVC and 14 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 23 added.

The largest buyer was Royce & Associates, adding an estimated $3.29M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $2.44M sold.

  • 91 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q3 2020, down from 93 in Q2 2020.
  • Funds reported $80.8M of Vitamin Cottage Natural Grocers stock for Q3 2020, down 32% quarter-over-quarter.
  • 14 funds opened new Vitamin Cottage Natural Grocers positions in Q3 2020 and 15 closed out, a net change of -1 holder.
  • The largest Vitamin Cottage Natural Grocers buyer in Q3 2020 was Royce & Associates, an estimated $3.29M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q3 2020 was Assenagon Asset Management, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2020.