We are live on ! Find out more
UNFI icon

United Natural Foods

285 hedge funds and large institutions have $2.54B invested in United Natural Foods in 2015 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 114 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

3% less funds holding

Funds holding: 295285 (-10)

14% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 59

21% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 114

24% less capital invested

Capital invested by funds: $3.36B → $2.54B (-$817M)

38% less call options, than puts

Call options by funds: $5.18M | Put options by funds: $8.41M

Holders
285
Holders Change
-10
Holders Change %
-3.39%
% of All Funds
7.96%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
51
Increased
90
Reduced
114
Closed
59
Calls
$5.18M
Puts
$8.41M
Net Calls
-$3.23M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
326
Jacobs Levy Equity Management
New Jersey
-$311K -4,890 Closed
PAG
327
Private Advisor Group
New Jersey
-$300K -4,708 Closed
WF
328
Welch & Forbes
Massachusetts
-$296K -4,642 Closed
COI
329
Connable Office Inc
Michigan
-$268K -4,201 Closed
Neuberger Berman Group
330
Neuberger Berman Group
New York
-$262K -4,122 Closed
YIA
331
YHB Investment Advisors
Connecticut
-$262K -4,120 Closed
IPC
332
Independent Portfolio Consultants
Florida
-$242K -3,805 Closed
SWK
333
Stephen W. Kidder
-$218K -3,425 Closed
CIM
334
CIM Investment Management
Pennsylvania
-$216K -3,386 Closed
1GA
335
1st Global Advisors
Texas
-$215 -3,379 Closed
Lazard Asset Management
336
Lazard Asset Management
New York
-$148K -2,325 Closed
GT
337
Glenmede Trust
Pennsylvania
-$63K -1,005 Closed
WTB
338
Washington Trust Bank
Washington
-$52K -812 Closed
WA
339
WFG Advisors
Texas
-$33K -515 Closed
RA
340
Rational Advisors
New York
-$19K -300 Closed
NCM
341
Nelson Capital Management
California
-$8K -119 Closed
BCA
342
Bray Capital Advisors
Florida
-$2K -33 Closed
BRWM
343
B. Riley Wealth Management
Tennessee
-$1K -20 Closed
CAW
344
Cornerstone Advisors (Washington)
Washington
-$1K -9 Closed
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
+$462 +9 New

UNFI Hedge Fund Activity: Q3 2015 in Review

285 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2015, worth a combined $2.54B — down 24% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of UNFI and 51 opened new positions — a net loss of 8 holders — while 114 trimmed existing stakes and 90 added.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Wells Fargo, cutting an estimated $127M.

  • 285 institutional investors held United Natural Foods (UNFI) as of Q3 2015, down from 295 in Q2 2015.
  • Funds reported $2.54B of United Natural Foods stock for Q3 2015, down 24% quarter-over-quarter.
  • 51 funds opened new United Natural Foods positions in Q3 2015 and 59 closed out, a net change of -8 holders.
  • The largest United Natural Foods buyer in Q3 2015 was Fidelity Investments, an estimated $112M added.
  • The largest United Natural Foods seller in Q3 2015 was Wells Fargo, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2015.