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Vitamin Cottage Natural Grocers

101 hedge funds and large institutions have $162M invested in Vitamin Cottage Natural Grocers in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,850% more call options, than puts

Call options by funds: $119K | Put options by funds: $2K

26% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 31

22% more capital invested

Capital invested by funds: $133M → $162M (+$29.1M)

1.16% more ownership

Funds ownership: 32.33%33.49% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 103101 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
39
Reduced
31
Closed
14
Calls
$119K
Puts
$2K
Net Calls
+$117K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$27.8M -$526K -27,649 -2%
BlackRock
2
BlackRock
New York
$13.9M +$317K +16,677 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.6M +$53.7K +2,820 +0.4%
Renaissance Technologies
4
Renaissance Technologies
New York
$12.4M -$118K -6,200 -1%
American Century Companies
5
American Century Companies
Missouri
$6.45M +$1.28M +67,187 +28%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$5.78M +$5.19M +272,646 New
AI
7
Acuitas Investments
Washington
$5.01M -$248K -13,009 -5%
FP
8
Foundry Partners
Minnesota
$4.65M -$846K -44,450 -17%
Invesco
9
Invesco
Georgia
$4.41M +$2.88M +151,405 +267%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.17M +$181K +9,489 +5%
State Street
11
State Street
Massachusetts
$4.06M -$14K -734 -0.4%
HIM
12
Hillsdale Investment Management
Ontario, Canada
$3.87M -$152K -8,000 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.78M +$17.8K +937 +0.5%
BCM
14
Bridgeway Capital Management
Texas
$2.99M -$296K -15,564 -10%
LSV Asset Management
15
LSV Asset Management
Illinois
$2.98M -$552K -28,990 -17%
Morgan Stanley
16
Morgan Stanley
New York
$2.84M +$85.5K +4,493 +3%
HSA
17
Hussman Strategic Advisors
Maryland
$2.23M
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$2.03M -$307K -16,150 -14%
Citadel Advisors
19
Citadel Advisors
Florida
$1.92M +$1.17M +61,368 +211%
Ameriprise
20
Ameriprise
Minnesota
$1.89M -$321K -16,882 -16%
GAA
21
Green Alpha Advisors
Colorado
$1.85M -$229K -12,017 -12%
Northern Trust
22
Northern Trust
Illinois
$1.75M -$51.8K -2,723 -3%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$1.74M -$56.4K -2,964 -3%
Goldman Sachs
24
Goldman Sachs
New York
$1.44M -$3.32M -174,343 -72%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.26M +$40K +2,103 +4%

NGVC Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q2 2024, worth a combined $162M — up 22% from $133M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NGVC and 12 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 39 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $5.19M. The largest seller was Goldman Sachs, cutting an estimated $3.32M.

  • 101 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q2 2024, down from 103 in Q1 2024.
  • Funds reported $162M of Vitamin Cottage Natural Grocers stock for Q2 2024, up 22% quarter-over-quarter.
  • 12 funds opened new Vitamin Cottage Natural Grocers positions in Q2 2024 and 14 closed out, a net change of -2 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q2 2024 was Lord, Abbett & Co, an estimated $5.19M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q2 2024 was Goldman Sachs, an estimated $3.32M sold.

Based on aggregated 13F filings for Q2 2024.