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Vitamin Cottage Natural Grocers

104 hedge funds and large institutions have $52.7M invested in Vitamin Cottage Natural Grocers in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,100% more call options, than puts

Call options by funds: $384K | Put options by funds: $12K

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0% more funds holding

Funds holding: 104104 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1.1% less ownership

Funds ownership: 32.17%31.06% (-1.1%)

33% less capital invested

Capital invested by funds: $78.8M → $52.7M (-$26.1M)

Holders
104
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
37
Reduced
33
Closed
13
Calls
$384K
Puts
$12K
Net Calls
+$372K
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.67M +$1.01M +95,873 +18%
Renaissance Technologies
2
Renaissance Technologies
New York
$5.5M -$665K -63,200 -10%
BlackRock
3
BlackRock
New York
$5.37M +$76.3K +7,257 +1%
SCM
4
Shelton Capital Management
Colorado
$2.2M -$137K -13,000 -5%
FP
5
Foundry Partners
Minnesota
$2.14M -$1.68K -160 -0.1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.98M +$524K +49,856 +30%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$1.79M +$471K +44,800 +30%
Morgan Stanley
8
Morgan Stanley
New York
$1.75M -$617K -58,646 -23%
State Street
9
State Street
Massachusetts
$1.59M -$18.9K -1,794 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.41M +$1.29K +123 +0.1%
HIM
11
Hillsdale Investment Management
Ontario, Canada
$1.31M -$1.41M -133,672 -48%
Ameriprise
12
Ameriprise
Minnesota
$1.13M -$131K -12,457 -9%
BCM
13
Bridgeway Capital Management
Texas
$1.12M +$63.1K +6,000 +5%
GAA
14
Green Alpha Advisors
Colorado
$1.09M +$149K +14,121 +13%
Millennium Management
15
Millennium Management
New York
$1.01M +$288K +27,377 +33%
Citadel Advisors
16
Citadel Advisors
Florida
$977K +$601K +57,159 +115%
Goldman Sachs
17
Goldman Sachs
New York
$933K -$78.5K -7,469 -7%
American Century Companies
18
American Century Companies
Missouri
$928K +$176K +16,692 +20%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$927K
HSA
20
Hussman Strategic Advisors
Maryland
$850K
Northern Trust
21
Northern Trust
Illinois
$695K -$31.4K -2,988 -4%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$691K +$61K +5,800 +8%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$573K +$255K +24,279 +63%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$566K +$4.63K +440 +0.7%
Two Sigma Investments
25
Two Sigma Investments
New York
$520K +$68.6K +6,519 +13%

NGVC Hedge Fund Activity: Q4 2022 in Review

104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q4 2022, worth a combined $52.7M — down 33% from $78.8M a quarter earlier.

Fund positioning in NGVC was balanced in Q4 2022: 13 funds opened new positions, 13 closed out, 37 added to existing stakes and 33 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.01M. The largest seller was Acuitas Investments, exiting entirely with an estimated $1.86M sold.

  • 104 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $52.7M of Vitamin Cottage Natural Grocers stock for Q4 2022, down 33% quarter-over-quarter.
  • 13 funds opened new Vitamin Cottage Natural Grocers positions in Q4 2022 and 13 closed out, a net change of 0 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q4 2022 was Vanguard Group, an estimated $1.01M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q4 2022 was Acuitas Investments, an estimated $1.86M sold.

Based on aggregated 13F filings for Q4 2022.