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Vitamin Cottage Natural Grocers

88 hedge funds and large institutions have $106M invested in Vitamin Cottage Natural Grocers in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $80.8M → $106M (+$25.5M)

2.81% less ownership

Funds ownership: 37.09%34.29% (-2.8%)

3% less funds holding

Funds holding: 9188 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

29% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 34

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
34
Closed
14
Calls
$399K
Puts
Net Calls
+$399K
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.6M -$265K -21,324 -1%
Renaissance Technologies
2
Renaissance Technologies
New York
$10.1M -$1.05M -84,100 -10%
BlackRock
3
BlackRock
New York
$8.58M -$1.88M -151,066 -19%
RA
4
Royce & Associates
New York
$8.28M +$2.95M +237,335 +65%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.4M +$328K +26,328 +6%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$2.69M +$2.44M +195,960 New
Goldman Sachs
7
Goldman Sachs
New York
$2.59M +$66.9K +5,370 +3%
State Street
8
State Street
Massachusetts
$2.57M -$13.7K -1,100 -0.6%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$2.51M -$121K -9,725 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.46M +$221K +17,749 +11%
N
11
Nuveen
North Carolina
$2.35M -$154K -12,341 -7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.06M +$413K +33,171 +28%
Morgan Stanley
13
Morgan Stanley
New York
$2M +$1.18M +94,720 +187%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.91M -$31.1K -2,495 -2%
Wells Fargo
15
Wells Fargo
California
$1.87M -$166K -13,311 -9%
PPA
16
Parametric Portfolio Associates
Washington
$1.7M +$92.3K +7,416 +6%
Northern Trust
17
Northern Trust
Illinois
$1.59M -$498 -40 -0%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$1.5M -$25K -2,010 -2%
SCM
19
Shelton Capital Management
Colorado
$1.39M +$1.26M +101,000 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.26M -$7.84K -630 -0.7%
AI
21
Acuitas Investments
Washington
$1.17M -$1.73M -139,100 -62%
Charles Schwab
22
Charles Schwab
California
$1.07M +$77.9K +6,255 +9%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.06M -$229K -18,387 -19%
HSA
24
Hussman Strategic Advisors
Maryland
$1.06M +$311K +25,000 +48%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.04M -$280K -22,519 -23%

NGVC Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q4 2020, worth a combined $106M — up 32% from $80.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NGVC and 11 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 24 added.

The largest buyer was Royce & Associates, adding an estimated $2.95M. The largest seller was GMT Capital, exiting entirely with an estimated $7.59M sold.

  • 88 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q4 2020, down from 91 in Q3 2020.
  • Funds reported $106M of Vitamin Cottage Natural Grocers stock for Q4 2020, up 32% quarter-over-quarter.
  • 11 funds opened new Vitamin Cottage Natural Grocers positions in Q4 2020 and 14 closed out, a net change of -3 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q4 2020 was Royce & Associates, an estimated $2.95M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q4 2020 was GMT Capital, an estimated $7.59M sold.

Based on aggregated 13F filings for Q4 2020.