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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
ECM
251
Everence Capital Management
Indiana
$392
RFG
252
RFP Financial Group
Georgia
$316
AF
253
Advisornet Financial
Minnesota
$316 +$328 +9 +300%
PTC
254
Private Trust Company
Ohio
$211
SC
255
Schubert & Co
Texas
$185 -$875 -24 -77%
MFT
256
Moisand Fitzgerald Tamayo
Florida
$132
SIC
257
SJS Investment Consulting
Ohio
$53 -$401 -11 -85%
DI
258
Disciplined Investments
Oklahoma
$53 -$292 -8 -80%
TWP
259
TFO Wealth Partners
Ohio
$53 -$292 -8 -80%
BGIM
260
Brandywine Global Investment Management
Pennsylvania
-$8.45M -218,177 Closed
AI
261
Axiom Investors
Connecticut
-$3.98M -102,925 Closed
CG
262
Castellan Group
Kentucky
-$2.96M -76,585 Closed
IECM
263
Intrinsic Edge Capital Management
Illinois
-$2.77M -71,500 Closed
CS
264
Candriam SCA
Luxembourg
-$1.97M -50,969 Closed
Los Angeles Capital Management
265
Los Angeles Capital Management
California
-$1.83M -47,336 Closed
Jane Street
266
Jane Street
New York
-$1.3M -35,668 Closed
Simplex Trading
267
Simplex Trading
Illinois
-$1.27M -34,819 Closed
NIMC
268
Nierenberg Investment Management Company
Washington
-$1.09M -28,110 Closed
Teacher Retirement System of Texas
269
Teacher Retirement System of Texas
Texas
-$1.02M -26,245 Closed
WG
270
Winton Group
United Kingdom
-$902K -23,303 Closed
GC
271
Guggenheim Capital
Illinois
-$837K -21,630 Closed
Franklin Resources
272
Franklin Resources
California
-$699K -18,070 Closed
LS
273
Livforsakringsbolaget Skandia
Sweden
-$654K -16,900 Closed
Marshall Wace
274
Marshall Wace
United Kingdom
-$649K -16,757 Closed
AC
275
Arjuna Capital
North Carolina
-$639K -16,503 Closed

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.