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United Natural Foods

292 hedge funds and large institutions have $2.02B invested in United Natural Foods in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.46M

37% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 86

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

3% more funds holding

Funds holding: 283292 (+9)

4% less capital invested

Capital invested by funds: $2.1B → $2.02B (-$79.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
7.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
50
Increased
118
Reduced
86
Closed
38
Calls
$19.4M
Puts
$5.46M
Net Calls
+$13.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Advantage Investment Management
Iowa
$8K
FFC
277
First Financial Corp
Indiana
$8K
AssetMark Inc
278
AssetMark Inc
California
$7K
PMFA
279
Plante Moran Financial Advisors
Michigan
$7K
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$7K +$2.66K +72 +72%
CFA
281
Carroll Financial Associates
North Carolina
$6K
QCG
282
Quadrant Capital Group
Ohio
$5K
ST
283
Smithfield Trust
Pennsylvania
$5K
GAM
284
Gemmer Asset Management
California
$4K -$4.13K -112 -50%
GBBWRPM
285
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$3.69K +100 New
Loomis, Sayles & Company
286
Loomis, Sayles & Company
Massachusetts
$4K +$3.91K +106 New
BC
287
Bartlett & Co
Ohio
$3K
LNB
288
Ledyard National Bank
$3K
RWG
289
Regal Wealth Group
California
$2K
N
290
Nuveen
North Carolina
$1.02K +$67.6K +1,832 +8%
S
291
SignatureFD
Georgia
$1K
BWA
292
Burt Wealth Advisors
Maryland
$1K +$369 +10 New
SIMG
293
Stephens Investment Management Group
Texas
-$26.8M -682,028 Closed
SAM
294
Sheffield Asset Management
Illinois
-$26.1M -664,136 Closed
KI
295
Kalmar Investments
Delaware
-$21.2M -538,427 Closed
FMW
296
Farr Miller & Washington
District of Columbia
-$16.3M -414,163 Closed
KCM
297
Kornitzer Capital Management
Kansas
-$13.1M -332,990 Closed
WA
298
Wasatch Advisors
Utah
-$11.8M -298,881 Closed
ECP
299
Elk Creek Partners
Colorado
-$10.8M -274,846 Closed
HRCM
300
Hood River Capital Management
Florida
-$7.83M -198,955 Closed

UNFI Hedge Fund Activity: Q1 2016 in Review

292 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2016, worth a combined $2.02B — down 3.8% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UNFI positions and 38 closed out — a net gain of 12 holders — while 118 added to existing stakes and 86 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $23.9M. The largest seller was BAMCO Inc, cutting an estimated $100M.

  • 292 institutional investors held United Natural Foods (UNFI) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.02B of United Natural Foods stock for Q1 2016, down 3.8% quarter-over-quarter.
  • 50 funds opened new United Natural Foods positions in Q1 2016 and 38 closed out, a net change of +12 holders.
  • The largest United Natural Foods buyer in Q1 2016 was Dimensional Fund Advisors, an estimated $23.9M added.
  • The largest United Natural Foods seller in Q1 2016 was BAMCO Inc, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2016.