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United Natural Foods

281 hedge funds and large institutions have $2.33B invested in United Natural Foods in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $2.05B → $2.33B (+$282M)

3% more funds holding

Funds holding: 273281 (+8)

0.49% more ownership

Funds ownership: 110.27%110.76% (+0.49%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

82% less call options, than puts

Call options by funds: $4.04M | Put options by funds: $21.9M

Holders
281
Holders Change
+8
Holders Change %
+2.93%
% of All Funds
7.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
101
Reduced
76
Closed
41
Calls
$4.04M
Puts
$21.9M
Net Calls
-$17.8M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
276
Jacobi Capital Management
Pennsylvania
$2K
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.05K +55 New
BTIS
278
BB&T Investment Services
North Carolina
$2K +$2.08K +56 New
VFA
279
Valeo Financial Advisors
Indiana
$1K +$968 +26 New
HA
280
Homestead Advisers
Virginia
-$41.5M -1,131,900 Closed
PHS
281
Pekin Hardy Strauss
Illinois
-$20.7M -562,795 Closed
CLM
282
ClearBridge LLC (Maryland)
Maryland
-$12.3M -336,249 Closed
BTW
283
Boston Trust Walden
Massachusetts
-$8.99M -244,840 Closed
SI
284
Stephens Inc
Arkansas
-$5.5M -149,835 Closed
BGIM
285
Brandywine Global Investment Management
Pennsylvania
-$3.23M -88,064 Closed
Voloridge Investment Management
286
Voloridge Investment Management
Florida
-$3.22M -87,785 Closed
SM
287
Senvest Management
New York
-$3.12M -85,000 Closed
Jacobs Levy Equity Management
288
Jacobs Levy Equity Management
New Jersey
-$2.82M -76,760 Closed
NC
289
Nicholas Company
Wisconsin
-$2.64M -71,970 Closed
HCM
290
Highbridge Capital Management
New York
-$2.52M -68,747 Closed
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
-$2.03M -54,648 Closed
Russell Investments Group
292
Russell Investments Group
United Kingdom
-$1.67M -45,500 Closed
GH
293
GAM Holding
Switzerland
-$1.16M -31,500 Closed
Franklin Resources
294
Franklin Resources
California
-$1.06M -28,807 Closed
WC
295
Woodstock Corp
Massachusetts
-$614K -16,725 Closed
MC
296
Menta Capital
California
-$569K -15,500 Closed
Simplex Trading
297
Simplex Trading
Illinois
-$538K -14,457 Closed
AIM
298
Alambic Investment Management
California
-$492K -13,400 Closed
AW
299
Alpha Windward
Massachusetts
-$412K -11,220 Closed
Canada Pension Plan Investment Board
300
Canada Pension Plan Investment Board
Ontario, Canada
-$400K -10,900 Closed

UNFI Hedge Fund Activity: Q3 2017 in Review

281 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2017, worth a combined $2.33B — up 14% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UNFI positions and 41 closed out — a net gain of 10 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Kiltearn Partners, adding an estimated $64.5M. The largest seller was Homestead Advisers, exiting entirely with an estimated $41.5M sold.

  • 281 institutional investors held United Natural Foods (UNFI) as of Q3 2017, up from 273 in Q2 2017.
  • Funds reported $2.33B of United Natural Foods stock for Q3 2017, up 14% quarter-over-quarter.
  • 51 funds opened new United Natural Foods positions in Q3 2017 and 41 closed out, a net change of +10 holders.
  • The largest United Natural Foods buyer in Q3 2017 was Kiltearn Partners, an estimated $64.5M added.
  • The largest United Natural Foods seller in Q3 2017 was Homestead Advisers, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2017.