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United Natural Foods

248 hedge funds and large institutions have $1.03B invested in United Natural Foods in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 79

1.92% more ownership

Funds ownership: 87.78%89.7% (+1.9%)

0% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $12.9M

4% less funds holding

Funds holding: 259248 (-11)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

25% less capital invested

Capital invested by funds: $1.37B → $1.03B (-$345M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
248
Holders Change
-11
Holders Change %
-4.25%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
91
Reduced
79
Closed
47
Calls
$12.9M
Puts
$12.9M
Net Calls
+$8K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$2K
PA
227
Parallel Advisors
California
$1.52K +$1.96K +78 New
BCWM
228
Bartlett & Co Wealth Management
Ohio
$1.5K
QC
229
Quent Capital
New York
$1.33K
TCOV
230
Trust Company of Vermont
Vermont
$1.17K
FFA
231
Farther Finance Advisors
California
$1.17K +$251 +10 +20%
DA
232
Denali Advisors
California
$1.15K +$452 +18 +44%
CIA
233
Cape Investment Advisory
Georgia
$1.11K
BIA
234
Bell Investment Advisors
California
$1.09K +$578 +23 +70%
TFGT
235
TS Financial Group (TSFG)
Illinois
$1K
EWA
236
EverSource Wealth Advisors
Alabama
$958 +$201 +8 +20%
AF
237
Allworth Financial
California
$901 +$276 +11 +31%
CFGS
238
Concourse Financial Group Securities
Alabama
$742
JWA
239
JFS Wealth Advisors
Pennsylvania
$470 +$603 +24 New
HCP
240
Hexagon Capital Partners
Arkansas
$332 -$301 -12 -41%
RFG
241
RFP Financial Group
Georgia
$235
AWM
242
Abound Wealth Management
Tennessee
$196 +$251 +10 New
ECM
243
EMC Capital Management
Texas
$194 -$17.4K -691 -15%
DI
244
Disciplined Investments
Oklahoma
$176 +$176 +7 +350%
SIC
245
SJS Investment Consulting
Ohio
$118 +$100 +4 +200%
CA
246
Crewe Advisors
Utah
$118 +$151 +6 New
MFT
247
Moisand Fitzgerald Tamayo
Florida
$98
TWP
248
TFO Wealth Partners
Ohio
$39
Wellington Management Group
249
Wellington Management Group
Massachusetts
-$32.1M -1,218,026 Closed
Brown Advisory
250
Brown Advisory
Maryland
-$29.5M -1,120,733 Closed

UNFI Hedge Fund Activity: Q2 2023 in Review

248 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2023, worth a combined $1.03B — down 25% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UNFI and 37 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 91 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $53.1M. The largest seller was Wellington Management Group, exiting entirely with an estimated $32.1M sold.

  • 248 institutional investors held United Natural Foods (UNFI) as of Q2 2023, down from 259 in Q1 2023.
  • Funds reported $1.03B of United Natural Foods stock for Q2 2023, down 25% quarter-over-quarter.
  • 37 funds opened new United Natural Foods positions in Q2 2023 and 47 closed out, a net change of -10 holders.
  • The largest United Natural Foods buyer in Q2 2023 was Pacer Advisors, an estimated $53.1M added.
  • The largest United Natural Foods seller in Q2 2023 was Wellington Management Group, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2023.