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Vitamin Cottage Natural Grocers

121 hedge funds and large institutions have $227M invested in Vitamin Cottage Natural Grocers in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $92K | Put options by funds: $6K

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $162M → $227M (+$65.3M)

20% more funds holding

Funds holding: 101121 (+20)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.11% more ownership

Funds ownership: 33.49%33.6% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
121
Holders Change
+20
Holders Change %
+19.8%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
39
Reduced
36
Closed
4
Calls
$92K
Puts
$6K
Net Calls
+$86K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$37.5M -$1.28M -50,616 -4%
BlackRock
2
BlackRock
New York
$20.7M +$991K +39,025 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.3M +$278K +10,933 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$16.7M -$556K -21,891 -4%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$13.3M +$4.48M +176,361 +65%
American Century Companies
6
American Century Companies
Missouri
$11.7M +$2.25M +88,487 +29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.51M +$569K +22,413 +11%
FP
8
Foundry Partners
Minnesota
$6.01M -$437K -17,205 -8%
State Street
9
State Street
Massachusetts
$5.74M +$50.3K +1,983 +1%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$5.44M +$22.8K +900 +0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.41M +$95.4K +3,757 +2%
Invesco
12
Invesco
Georgia
$4.72M -$1.25M -49,279 -24%
Morgan Stanley
13
Morgan Stanley
New York
$4.44M +$401K +15,780 +12%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.34M +$1.43M +56,149 +100%
BCM
15
Bridgeway Capital Management
Texas
$3.12M -$906K -35,696 -25%
OAM
16
Oberweis Asset Management
Illinois
$3.12M +$2.67M +105,000 New
Northern Trust
17
Northern Trust
Illinois
$2.68M +$197K +7,757 +9%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$2.58M +$127K +5,000 +6%
HSA
19
Hussman Strategic Advisors
Maryland
$2.49M -$533K -21,000 -20%
AI
20
Acuitas Investments
Washington
$2.49M -$3.88M -152,689 -65%
GAA
21
Green Alpha Advisors
Colorado
$2.46M -$109K -4,289 -5%
Ameriprise
22
Ameriprise
Minnesota
$2.42M -$192K -7,563 -9%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$2.12M -$615K -24,215 -25%
PAM
24
Panagora Asset Management
Massachusetts
$1.73M +$20.6K +810 +1%
Goldman Sachs
25
Goldman Sachs
New York
$1.69M -$281K -11,074 -16%

NGVC Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vitamin Cottage Natural Grocers (NGVC) for Q3 2024, worth a combined $227M — up 40% from $162M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NGVC positions and 4 closed out — a net gain of 20 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $4.48M. The largest seller was Acuitas Investments, cutting an estimated $3.88M.

  • 121 institutional investors held Vitamin Cottage Natural Grocers (NGVC) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $227M of Vitamin Cottage Natural Grocers stock for Q3 2024, up 40% quarter-over-quarter.
  • 24 funds opened new Vitamin Cottage Natural Grocers positions in Q3 2024 and 4 closed out, a net change of +20 holders.
  • The largest Vitamin Cottage Natural Grocers buyer in Q3 2024 was Lord, Abbett & Co, an estimated $4.48M added.
  • The largest Vitamin Cottage Natural Grocers seller in Q3 2024 was Acuitas Investments, an estimated $3.88M sold.

Based on aggregated 13F filings for Q3 2024.