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United Natural Foods

259 hedge funds and large institutions have $1.37B invested in United Natural Foods in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14.3M

0.84% less ownership

Funds ownership: 88.61%87.78% (-0.84%)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

8% less funds holding

Funds holding: 282259 (-23)

27% less capital invested

Capital invested by funds: $1.88B → $1.37B (-$505M)

33% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 58

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
82
Reduced
90
Closed
58
Calls
$18.1M
Puts
$14.3M
Net Calls
+$3.79M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
226
James Investment Research
Ohio
$3K
S
227
SignatureFD
Georgia
$2.32K -$36 -1 -1%
TWA
228
TCI Wealth Advisors
Arizona
$2.03K -$9.11K -250 -76%
BCWM
229
Bartlett & Co Wealth Management
Ohio
$2.03K
BC
230
Bartlett & Co
Ohio
$2K
TFGT
231
TS Financial Group (TSFG)
Illinois
$2K
QC
232
Quent Capital
New York
$1.79K
MCM
233
Manchester Capital Management
Vermont
$1.66K +$948 +26 +70%
ETC
234
Exchange Traded Concepts
Oklahoma
$1.66K +$73 +2 +3%
KM
235
Kalos Management
Georgia
$1.63K +$2.26K +62 New
STCOSD
236
Sageworth Trust Company of South Dakota
South Dakota
$1.61K -$2.22K -61 -50%
TCOV
237
Trust Company of Vermont
Vermont
$1.58K
CIA
238
Cape Investment Advisory
Georgia
$1.5K +$2.08K +57 New
FFA
239
Farther Finance Advisors
California
$1.32K
EWA
240
EverSource Wealth Advisors
Alabama
$1.08K -$8.89K -244 -86%
DA
241
Denali Advisors
California
$1.08K +$328 +9 +28%
CFGS
242
Concourse Financial Group Securities
Alabama
$1K
AA
243
AlphaMark Advisors
Kentucky
$1K
AF
244
Allworth Financial
California
$923
BIA
245
Bell Investment Advisors
California
$870 +$182 +5 +18%
HCP
246
Hexagon Capital Partners
Arkansas
$764 -$2.55K -70 -71%
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$606 +$547 +15 +188%
2L
248
25 LLC
Missouri
$511 +$693 +19 New
BWM
249
BerganKDV Wealth Management
Minnesota
$396
GWMI
250
Guardian Wealth Management (Illinois)
Illinois
$395

UNFI Hedge Fund Activity: Q1 2023 in Review

259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2023, worth a combined $1.37B — down 27% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNFI and 39 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 82 added.

The largest buyer was Millennium Management, adding an estimated $17.3M. The largest seller was Ameriprise, cutting an estimated $23.1M.

  • 259 institutional investors held United Natural Foods (UNFI) as of Q1 2023, down from 282 in Q4 2022.
  • Funds reported $1.37B of United Natural Foods stock for Q1 2023, down 27% quarter-over-quarter.
  • 39 funds opened new United Natural Foods positions in Q1 2023 and 58 closed out, a net change of -19 holders.
  • The largest United Natural Foods buyer in Q1 2023 was Millennium Management, an estimated $17.3M added.
  • The largest United Natural Foods seller in Q1 2023 was Ameriprise, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2023.