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United Natural Foods

234 hedge funds and large institutions have $1.62B invested in United Natural Foods in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more capital invested

Capital invested by funds: $772M → $1.62B (+$844M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

10% more funds holding

Funds holding: 213234 (+21)

1.34% more ownership

Funds ownership: 85.95%87.29% (+1.3%)

20% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 80

34% less call options, than puts

Call options by funds: $61.7M | Put options by funds: $93.9M

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
56
Increased
64
Reduced
80
Closed
33
Calls
$61.7M
Puts
$93.9M
Net Calls
-$32.2M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
226
Tarbox Family Office
California
$3K
BCWM
227
Bartlett & Co Wealth Management
Ohio
$2.54K
JCM
228
Jacobi Capital Management
Pennsylvania
$2K
AIG
229
American International Group
New York
$1.23K +$11.8K +424 +1%
LSA
230
Leonteq Securities AG
Switzerland
$1.22K -$1.92K -69 -65%
MAM
231
McCarthy Asset Management
California
$1K -$2.31K -83 -75%
CFGS
232
Concourse Financial Group Securities
Alabama
$1K +$1.06K +38 New
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$183 +$13.6K +490 +10%
WAM
234
Winslow Asset Management
Ohio
-$3.41M -213,432 Closed
HIM
235
Hillsdale Investment Management
Ontario, Canada
-$2.34M -146,600 Closed
BCM
236
Bluefin Capital Management
New York
-$1.44M -90,107 Closed
GI
237
GAMCO Investors
Connecticut
-$1.36M -85,000 Closed
PI
238
PEAK6 Investments
Illinois
-$2.36M -84,564 Closed
MGIM
239
M&G Investment Management
United Kingdom
-$1.14K -71,044 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
240
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.04M -65,300 Closed
TAM
241
Trillium Asset Management
Massachusetts
-$847K -53,053 Closed
Jacobs Levy Equity Management
242
Jacobs Levy Equity Management
New Jersey
-$843K -52,768 Closed
Norges Bank
243
Norges Bank
Norway
-$514K -32,190 Closed
Balyasny Asset Management
244
Balyasny Asset Management
Illinois
-$466K -29,175 Closed
CIC
245
Chase Investment Counsel
Virginia
-$406K -25,455 Closed
Squarepoint
246
Squarepoint
New York
-$398K -24,900 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
247
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$380K -23,800 Closed
RJA
248
Raymond James & Associates
Florida
-$624K -22,402 Closed
MSA
249
Mason Street Advisors
Wisconsin
-$334K -20,901 Closed
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
-$332K -20,788 Closed

UNFI Hedge Fund Activity: Q1 2021 in Review

234 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2021, worth a combined $1.62B — up 109% from $772M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UNFI positions and 33 closed out — a net gain of 23 holders — while 64 added to existing stakes and 80 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $35.3M. The largest seller was Prentice Capital Management, cutting an estimated $37.4M.

  • 234 institutional investors held United Natural Foods (UNFI) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $1.62B of United Natural Foods stock for Q1 2021, up 109% quarter-over-quarter.
  • 56 funds opened new United Natural Foods positions in Q1 2021 and 33 closed out, a net change of +23 holders.
  • The largest United Natural Foods buyer in Q1 2021 was Mackenzie Financial, an estimated $35.3M added.
  • The largest United Natural Foods seller in Q1 2021 was Prentice Capital Management, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2021.