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United Natural Foods

222 hedge funds and large institutions have $699M invested in United Natural Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 69

16% more capital invested

Capital invested by funds: $605M → $699M (+$94.5M)

1.28% more ownership

Funds ownership: 88.49%89.77% (+1.3%)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

1% less funds holding

Funds holding: 224222 (-2)

41% less call options, than puts

Call options by funds: $9.16M | Put options by funds: $15.5M

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
82
Reduced
69
Closed
41
Calls
$9.16M
Puts
$15.5M
Net Calls
-$6.36M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.84M -$171K -15,236 -5%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$3.78M +$973K +86,585 +43%
JGC
28
J. Goldman & Co
New York
$3.71M +$3.18M +283,032 New
AQR Capital Management
29
AQR Capital Management
Connecticut
$3.64M -$663K -59,060 -18%
TI
30
Trexquant Investment
Connecticut
$3.6M +$1.21M +108,019 +65%
Millennium Management
31
Millennium Management
New York
$3.57M -$1.76M -156,633 -37%
Renaissance Technologies
32
Renaissance Technologies
New York
$3.46M +$1.38M +122,626 +87%
CM
33
CastleKnight Management
New York
$3.45M +$2.96M +263,600 New
Bank of America
34
Bank of America
North Carolina
$3.07M +$1.3M +115,616 +97%
Ameriprise
35
Ameriprise
Minnesota
$2.9M +$85.8K +7,641 +4%
MVP
36
Miller Value Partners
Florida
$2.68M +$2.3M +204,570 New
SM
37
Scoggin Management
New York
$2.62M +$2.25M +200,000 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.55M -$36.4K -3,244 -2%
EF
39
Empowered Funds
Pennsylvania
$2.42M -$402K -35,777 -16%
UBS AM
40
UBS AM
Illinois
$2.17M +$831K +73,997 +81%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.14M -$26K -2,316 -1%
SFI
42
Susquehanna Fundamental Investments
Pennsylvania
$2.13M +$207K +18,400 +13%
EGM
43
Engineers Gate Manager
New York
$1.88M +$233K +20,731 +17%
Allianz Asset Management
44
Allianz Asset Management
Germany
$1.84M +$917K +81,658 +138%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M +$84.2K +7,496 +6%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$1.63M +$1.4M +124,380 New
Cerity Partners
47
Cerity Partners
New York
$1.61M +$1.38M +122,730 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.54M
HSA
49
Hussman Strategic Advisors
Maryland
$1.38M
DT
50
Diversified Trust
Tennessee
$1.24M +$14.8K +1,322 +1%

UNFI Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2024, worth a combined $699M — up 16% from $605M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UNFI positions and 41 closed out — a net gain of 1 holder — while 82 added to existing stakes and 69 trimmed.

The largest buyer was Gate City Capital Management, opening a new position worth an estimated $12.2M. The largest seller was Invesco, cutting an estimated $5.29M.

  • 222 institutional investors held United Natural Foods (UNFI) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $699M of United Natural Foods stock for Q2 2024, up 16% quarter-over-quarter.
  • 42 funds opened new United Natural Foods positions in Q2 2024 and 41 closed out, a net change of +1 holder.
  • The largest United Natural Foods buyer in Q2 2024 was Gate City Capital Management, an estimated $12.2M added.
  • The largest United Natural Foods seller in Q2 2024 was Invesco, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2024.