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United Natural Foods
UNFI

230 hedge funds and large institutions have $642M invested in United Natural Foods in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $560M → $642M (+$82.2M)

6% less call options, than puts

Call options by funds: $6.35M | Put options by funds: $6.75M

3% less funds holding

Funds holding: 238 → 230 (-8)

7.9% less ownership

Funds ownership: 103.53% → 95.62% (-7.9%)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
91
Reduced
67
Closed
45
Calls
$6.35M
Puts
$6.75M
Net Calls
-$398K
Net Calls Change
+$13.9M

Top Buyers

Rank Fund Capital Flow
1
KP
Kiltearn Partners
United Kingdom
+$12.7M
2
Goldman Sachs
Goldman Sachs
New York
+$8.56M
3
Prudential Financial
Prudential Financial
New Jersey
+$3.54M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.68M
5
EGM
Engineers Gate Manager
New York
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$18.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$12.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.4M
5
Two Sigma Investments
Two Sigma Investments
New York
-$5.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Robeco Institutional Asset Management
251
Robeco Institutional Asset Management
Netherlands
– -$67K -6,303 Closed
FQ
252
First Quadrant
California
– -$59K -5,560 Closed
EDRH
253
Edmond de Rothschild Holding
Switzerland
– -$52K -4,900 Closed
MOS
254
MGO One Seven
Ohio
– -$41K -3,889 Closed
C
255
Cerebellum
California
– -$34K -3,236 Closed
SWA
256
Sutton Wealth Advisors
Florida
– -$12.6K -933 Closed
JA
257
JOYN Advisors
Georgia
– -$8K -787 Closed
MAM
258
Meeder Asset Management
Ohio
– -$5K -482 Closed
IA
259
IFP Advisors
Florida
– -$4K -398 Closed
CJA
260
C-J Advisory
California
– -$1K -99 Closed
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
– -$995 -94 Closed
NFH
262
NEXT Financial Holdings
Texas
– +$324 +24 New
FGAM
263
Financial Gravity Asset Management
Texas
– +$364 +27 New
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
– +$459 +34 New
GWS
265
Glassman Wealth Services
Virginia
– +$486 +36 New
CFGS
266
Concourse Financial Group Securities
Alabama
– +$972 +72 New
7 8 9 10
11

UNFI Hedge Fund Activity: Q1 2019 in Review

230 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2019, worth a combined $642M — up 15% from $560M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UNFI and 38 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 91 added.

The largest buyer was Kiltearn Partners, adding an estimated $12.7M. The largest seller was Morgan Stanley, cutting an estimated $18.3M.

  • 230 institutional investors held United Natural Foods (UNFI) as of Q1 2019, down from 238 in Q4 2018.
  • Funds reported $642M of United Natural Foods stock for Q1 2019, up 15% quarter-over-quarter.
  • 38 funds opened new United Natural Foods positions in Q1 2019 and 45 closed out, a net change of -7 holders.
  • The largest United Natural Foods buyer in Q1 2019 was Kiltearn Partners, an estimated $12.7M added.
  • The largest United Natural Foods seller in Q1 2019 was Morgan Stanley, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2019.