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United Natural Foods

290 hedge funds and large institutions have $2.31B invested in United Natural Foods in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

7.57% more ownership

Funds ownership: 98.15%105.71% (+7.6%)

5% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 97

1% less funds holding

Funds holding: 292290 (-2)

2% less capital invested

Capital invested by funds: $2.37B → $2.31B (-$57.2M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

51% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $5.7M

Holders
290
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
7.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
34
Increased
102
Reduced
97
Closed
30
Calls
$2.79M
Puts
$5.7M
Net Calls
-$2.91M
Net Calls Change
-$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
26
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.1M -$75.8K -1,684 -0.4%
JAM
27
Jupiter Asset Management
United Kingdom
$17.2M -$806K -17,900 -4%
TAM
28
Trillium Asset Management
Massachusetts
$17.2M +$407K +9,029 +2%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$16.2M +$45 +1 +0%
GF
30
Gabelli Funds
New York
$16M +$22.5K +500 +0.1%
TCIM
31
TIAA CREF Investment Management
New York
$15.1M +$952K +21,153 +6%
Wells Fargo
32
Wells Fargo
California
$15M +$702K +15,595 +5%
ACA
33
Anchor Capital Advisors
Massachusetts
$13.8M -$6.8K -151 -0%
DGHMC
34
Dalton, Greiner, Hartman, Maher & Co
New York
$13.7M +$2.22M +49,311 +18%
BTW
35
Boston Trust Walden
Massachusetts
$13.6M -$1.48M -32,917 -9%
Deutsche Bank
36
Deutsche Bank
Germany
$11.9M +$921K +20,455 +8%
Charles Schwab
37
Charles Schwab
California
$11.6M +$937K +20,818 +8%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$11.3M +$140K +3,100 +1%
USAA
39
United Services Automobile Association
Texas
$11.1M -$276K -6,120 -2%
KCM
40
Kennedy Capital Management
Missouri
$10.9M -$994K -22,088 -8%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$10.8M +$11.2M +249,363 New
CLM
42
ClearBridge LLC (Maryland)
Maryland
$10.2M +$29.7K +660 +0.3%
Goldman Sachs
43
Goldman Sachs
New York
$9.48M +$1.11M +24,564 +13%
GC
44
Guggenheim Capital
Illinois
$9.19M +$1.92M +42,725 +25%
WAM
45
Winslow Asset Management
Ohio
$9.18M -$171K -3,801 -2%
Morgan Stanley
46
Morgan Stanley
New York
$9.11M -$2.5M -55,614 -21%
Principal Financial Group
47
Principal Financial Group
Iowa
$8.96M +$350K +7,773 +4%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$8.79M
RA
49
Royce & Associates
New York
$7.89M -$1.35M -30,000 -14%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$7.23M -$1.21M -26,930 -14%

UNFI Hedge Fund Activity: Q1 2017 in Review

290 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2017, worth a combined $2.31B — down 2.4% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UNFI positions and 30 closed out — a net gain of 4 holders — while 102 added to existing stakes and 97 trimmed.

The largest buyer was BlackRock, adding an estimated $235M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $8.43M sold.

  • 290 institutional investors held United Natural Foods (UNFI) as of Q1 2017, down from 292 in Q4 2016.
  • Funds reported $2.31B of United Natural Foods stock for Q1 2017, down 2.4% quarter-over-quarter.
  • 34 funds opened new United Natural Foods positions in Q1 2017 and 30 closed out, a net change of +4 holders.
  • The largest United Natural Foods buyer in Q1 2017 was BlackRock, an estimated $235M added.
  • The largest United Natural Foods seller in Q1 2017 was Balyasny Asset Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q1 2017.