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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$67M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$23.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$21.7M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$12.9M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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
New York
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWG
351
Regal Wealth Group
Seal Beach,
California
| – | -$2K | -48 | Closed |
|
352
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -35 | Closed |
|
|
MA
353
MCF Advisors
Covington,
Kentucky
| – | -$1K | -18 | Closed |
|
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.