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United Natural Foods

316 hedge funds and large institutions have $2.33B invested in United Natural Foods in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $3.77M

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

27% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$312M)

8% more funds holding

Funds holding: 292316 (+24)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
316
Holders Change
+24
Holders Change %
+8.22%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
53
Increased
119
Reduced
94
Closed
27
Calls
$18.5M
Puts
$3.77M
Net Calls
+$14.7M
Net Calls Change
+$777K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Oberweis Asset Management
Illinois
$276K +$227K +5,900 New
V
227
Veritable
Delaware
$264K +$217K +5,639 New
HC
228
Henshaw Capital
Massachusetts
$258K -$79.1K -2,061 -27%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$255K +$2.8K +73 +1%
Citigroup
230
Citigroup
New York
$254K -$3.77M -98,244 -95%
LCM
231
Landscape Capital Management
New Jersey
$249K +$204K +5,316 New
KFS
232
Kurt F. Somerville
$243K -$34.9K -910 -15%
BFS
233
Bradley Foster & Sargent
Connecticut
$236K
CIM
234
CIM Investment Management
Pennsylvania
$236K +$194K +5,040 New
RHBC
235
R.H. Bluestein & Co
Michigan
$234K +$192K +5,000 New
NAM
236
North American Management
Massachusetts
$233K
SIC
237
SFE Investment Counsel
California
$232K -$184K -4,797 -49%
RP
238
Rowlandmiller & Partners
Georgia
$217K +$7.68K +200 +5%
SCM
239
Symons Capital Management
Pennsylvania
$202K +$166K +4,325 New
TRCT
240
Tower Research Capital (TRC)
New York
$188K +$131K +3,399 +540%
AII
241
AGF Investments Inc
Ontario, Canada
$176K +$6.14K +160 +4%
MFS
242
MSI Financial Services
Massachusetts
$173K +$132K +3,435 +1,311%
AG
243
Advisor Group
Arizona
$149K +$123K +3,209 New
LIA
244
LS Investment Advisors
Michigan
$143K +$50.7K +1,321 +76%
AAM
245
Advisors Asset Management
Colorado
$140K -$4.84K -126 -4%
IIC
246
Integrated Investment Consultants
Michigan
$129K -$61.4K -1,600 -37%
AIM
247
Acrospire Investment Management
Illinois
$126K +$88.3K +2,300 +575%
KBC Group
248
KBC Group
Belgium
$125K -$5.38K -140 -5%
JP Morgan Chase
249
JP Morgan Chase
New York
$119K +$53K +1,379 +117%
CLOS
250
Compagnie Lombard Odier SCmA
Switzerland
$117K -$54.8K -1,427 -36%

UNFI Hedge Fund Activity: Q2 2016 in Review

316 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2016, worth a combined $2.33B — up 15% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UNFI positions and 27 closed out — a net gain of 26 holders — while 119 added to existing stakes and 94 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $36.9M. The largest seller was Oak Ridge Investments, exiting entirely with an estimated $42.8M sold.

  • 316 institutional investors held United Natural Foods (UNFI) as of Q2 2016, up from 292 in Q1 2016.
  • Funds reported $2.33B of United Natural Foods stock for Q2 2016, up 15% quarter-over-quarter.
  • 53 funds opened new United Natural Foods positions in Q2 2016 and 27 closed out, a net change of +26 holders.
  • The largest United Natural Foods buyer in Q2 2016 was ClearBridge Investments, an estimated $36.9M added.
  • The largest United Natural Foods seller in Q2 2016 was Oak Ridge Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2016.