We are live on ! Find out more
UNFI icon

United Natural Foods
UNFI

312 hedge funds and large institutions have $2B invested in United Natural Foods in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $4.61M | Put options by funds: $4.21M

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

1% less funds holding

Funds holding: 316 → 312 (-4)

11% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 115

14% less capital invested

Capital invested by funds: $2.33B → $2B (-$328M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
-4
Holders Change %
-1.27%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
102
Reduced
115
Closed
41
Calls
$4.61M
Puts
$4.21M
Net Calls
+$404K
Net Calls Change
-$14.3M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$67M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$23.3M
3
Victory Capital Management
Victory Capital Management
Texas
+$21.7M
4
KCM
Kennedy Capital Management
Missouri
+$12.9M
5
RP
Riverbridge Partners
Minnesota
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$19.7M
2
GTP
Global Thematic Partners
New York
-$17.9M
3
EIP
Epoch Investment Partners
New York
-$16.1M
4
GAM
Gotham Asset Management
New York
-$15.1M
5
Millennium Management
Millennium Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRM
301
Edmond de Rothschild (Monaco)
Monaco
$5K +$5.97K +130 New
GBBWRPM
302
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K – – –
BC
303
Bartlett & Co
Ohio
$3K – – –
LNB
304
Ledyard National Bank
$3K – – –
S
305
SignatureFD
Georgia
$3K +$2.2K +48 +141%
JFA
306
JNBA Financial Advisors
Minnesota
$3K +$3.77K +82 New
JCM
307
Jacobi Capital Management
Pennsylvania
$2K – – –
ASN
308
Advisory Services Network
Georgia
$2K +$1.75K +38 New
QI
309
QS Investors
New York
$1K – – –
IA
310
IFP Advisors
Florida
$1K +$46 +1 +4%
WTB
311
Washington Trust Bank
Washington
$1K +$597 +13 New
VOYA Investment Management
312
VOYA Investment Management
Georgia
$870 -$10.2K -223 -1%
RRAM
313
River Road Asset Management
Kentucky
– -$9.5M -202,956 Closed
BIM
314
Bogle Investment Management
Massachusetts
– -$9.26M -197,860 Closed
LCP
315
Lombardia Capital Partners
California
– -$8.16M -174,366 Closed
CM
316
Castleark Management
Illinois
– -$7.67M -163,830 Closed
EGM
317
Engineers Gate Manager
New York
– -$4.24M -90,637 Closed
JG
318
Jefferies Group
New York
– -$3.72M -79,440 Closed
DP
319
DSAM Partners
United Kingdom
– -$3.06M -65,378 Closed
JIM
320
Jupiter Investment Management
United Kingdom
– -$2.8M -59,760 Closed
FG
321
Formula Growth
Quebec, Canada
– -$2.66M -56,927 Closed
HCM
322
Highbridge Capital Management
New York
– -$2.36M -50,339 Closed
QC
323
Quadrature Capital
United Kingdom
– -$2.1M -44,902 Closed
Jennison Associates
324
Jennison Associates
New York
– -$1.91M -40,743 Closed
TI
325
Trexquant Investment
Connecticut
– -$1.28M -27,400 Closed
11 12
13
14 15

UNFI Hedge Fund Activity: Q3 2016 in Review

312 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2016, worth a combined $2B — down 14% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UNFI and 40 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $67M. The largest seller was Two Sigma Investments, cutting an estimated $19.7M.

  • 312 institutional investors held United Natural Foods (UNFI) as of Q3 2016, down from 316 in Q2 2016.
  • Funds reported $2B of United Natural Foods stock for Q3 2016, down 14% quarter-over-quarter.
  • 40 funds opened new United Natural Foods positions in Q3 2016 and 41 closed out, a net change of -1 holder.
  • The largest United Natural Foods buyer in Q3 2016 was Fidelity Investments, an estimated $67M added.
  • The largest United Natural Foods seller in Q3 2016 was Two Sigma Investments, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2016.