We are live on ! Find out more
NGVC icon

Vitamin Cottage Natural Grocers

93 hedge funds and large institutions have $136M invested in Vitamin Cottage Natural Grocers in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $106M → $136M (+$29.3M)

6% more funds holding

Funds holding: 8893 (+5)

0.05% less ownership

Funds ownership: 34.29%34.24% (-0.05%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

71% less call options, than puts

Call options by funds: $10K | Put options by funds: $35K

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
36
Closed
10
Calls
$10K
Puts
$35K
Net Calls
-$25K
Net Calls Change
-$424K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.8M -$552K -34,920 -2%
RA
2
Royce & Associates
New York
$13.9M +$2.97M +187,951 +31%
Renaissance Technologies
3
Renaissance Technologies
New York
$11.9M -$885K -56,000 -8%
BlackRock
4
BlackRock
New York
$11.6M +$585K +37,017 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9M +$743K +47,043 +10%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$4.38M +$842K +53,320 +27%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.73M +$525K +33,258 +19%
SCM
8
Shelton Capital Management
Colorado
$3.6M +$1.64M +104,000 +103%
State Street
9
State Street
Massachusetts
$3.12M -$153K -9,657 -5%
Victory Capital Management
10
Victory Capital Management
Texas
$2.99M +$2.69M +170,309 New
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$2.93M -$243K -15,400 -8%
N
12
Nuveen
North Carolina
$2.92M -$70.8K -4,480 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.7M +$60.5K +3,827 +3%
Goldman Sachs
14
Goldman Sachs
New York
$2.67M -$574K -36,334 -19%
PPA
15
Parametric Portfolio Associates
Washington
$1.94M -$205K -12,995 -10%
Los Angeles Capital Management
16
Los Angeles Capital Management
California
$1.88M -$37.8K -2,390 -2%
Northern Trust
17
Northern Trust
Illinois
$1.84M -$166K -10,529 -9%
Wells Fargo
18
Wells Fargo
California
$1.78M -$549K -34,777 -26%
BCM
19
Bridgeway Capital Management
Texas
$1.44M +$158K +10,000 +14%
HSA
20
Hussman Strategic Advisors
Maryland
$1.36M +$3.95K +250 +0.3%
Charles Schwab
21
Charles Schwab
California
$1.32M -$44.2K -2,800 -4%
AI
22
Acuitas Investments
Washington
$1.3M -$168K -10,613 -13%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.17M -$312K -19,781 -22%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.17M -$174K -11,024 -14%
HF
25
HRT Financial
New York
$1.13M +$815K +51,606 +411%

NGVC Hedge Fund Activity: Q1 2021 in Review

93 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2021, worth a combined $136M — up 28% from $106M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NGVC positions and 10 closed out — a net gain of 5 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Royce & Associates, adding an estimated $2.97M. The largest seller was Morgan Stanley, cutting an estimated $1.82M.

  • 93 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2021, up from 88 in Q4 2020.
  • Funds reported $136M of Vitamin Cottage Natural Grocers stock for Q1 2021, up 28% quarter-over-quarter.
  • 15 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2021 and 10 closed out, a net change of +5 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2021 was Royce & Associates, an estimated $2.97M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2021 was Morgan Stanley, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2021.