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Vitamin Cottage Natural Grocers

106 hedge funds and large institutions have $151M invested in Vitamin Cottage Natural Grocers in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

106% more call options, than puts

Call options by funds: $72K | Put options by funds: $35K

51% more capital invested

Capital invested by funds: $100M → $151M (+$51.2M)

14% more funds holding

Funds holding: 93106 (+13)

3.03% more ownership

Funds ownership: 31.09%34.11% (+3%)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
31
Reduced
30
Closed
9
Calls
$72K
Puts
$35K
Net Calls
+$37K
Net Calls Change
-$141K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.6M +$206K +12,425 +1%
Renaissance Technologies
2
Renaissance Technologies
New York
$13.6M -$504K -30,393 -4%
BlackRock
3
BlackRock
New York
$12.6M -$591K -35,645 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.4M -$292K -17,620 -3%
HIM
5
Hillsdale Investment Management
Ontario, Canada
$5.96M +$3.49M +210,332 +224%
SCM
6
Shelton Capital Management
Colorado
$5.59M
AI
7
Acuitas Investments
Washington
$5.02M +$72.9K +4,400 +2%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$4.74M -$591K -35,680 -13%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$4.61M +$2.52M +152,048 +182%
FP
10
Foundry Partners
Minnesota
$3.92M +$3.32M +200,242 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.49M -$624K -37,644 -17%
State Street
12
State Street
Massachusetts
$3.43M +$144K +8,702 +5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$3.37M +$936K +56,488 +49%
Morgan Stanley
14
Morgan Stanley
New York
$3.3M +$1.28M +76,956 +84%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.25M +$9.1K +549 +0.3%
PPA
16
Parametric Portfolio Associates
Washington
$3.05M +$654K +39,495 +34%
GAA
17
Green Alpha Advisors
Colorado
$2.42M +$20.1K +1,216 +1%
BCM
18
Bridgeway Capital Management
Texas
$2.38M -$56.3K -3,400 -3%
Ameriprise
19
Ameriprise
Minnesota
$2.17M +$853K +51,487 +87%
HSA
20
Hussman Strategic Advisors
Maryland
$2.04M
EI
21
EAM Investors
California
$1.6M +$1.35M +81,602 New
Northern Trust
22
Northern Trust
Illinois
$1.57M -$73.8K -4,455 -5%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$1.56M +$261K +15,761 +25%
Goldman Sachs
24
Goldman Sachs
New York
$1.54M +$13.1K +790 +1%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$1.24M

NGVC Hedge Fund Activity: Q1 2022 in Review

106 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q1 2022, worth a combined $151M — up 51% from $100M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NGVC positions and 9 closed out — a net gain of 13 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Hillsdale Investment Management, adding an estimated $3.49M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $2.09M sold.

  • 106 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q1 2022, up from 93 in Q4 2021.
  • Funds reported $151M of Vitamin Cottage Natural Grocers stock for Q1 2022, up 51% quarter-over-quarter.
  • 22 funds opened new Vitamin Cottage Natural Grocers positions in Q1 2022 and 9 closed out, a net change of +13 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q1 2022 was Hillsdale Investment Management, an estimated $3.49M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q1 2022 was Arrowstreet Capital, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2022.