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United Natural Foods

316 hedge funds and large institutions have $2.33B invested in United Natural Foods in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $3.77M

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

27% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$312M)

8% more funds holding

Funds holding: 292316 (+24)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
316
Holders Change
+24
Holders Change %
+8.22%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
53
Increased
119
Reduced
94
Closed
27
Calls
$18.5M
Puts
$3.77M
Net Calls
+$14.7M
Net Calls Change
+$777K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Winslow Asset Management
Ohio
$10.3M +$49.8K +1,298 +0.6%
PIM
52
Perkins Investment Management
Illinois
$10.1M +$1.36M +35,370 +20%
Charles Schwab
53
Charles Schwab
California
$9.97M +$366K +9,539 +5%
CLM
54
ClearBridge LLC (Maryland)
Maryland
$9.83M +$8.06M +209,990 New
NFA
55
Nationwide Fund Advisors
Ohio
$9.54M +$451K +11,736 +6%
RRAM
56
River Road Asset Management
Kentucky
$9.5M -$14.1M -367,558 -64%
DADC
57
D.A. Davidson & Co
Montana
$9.46M -$600K -15,612 -7%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$9.32M +$9.6M +250,092 New
BIM
59
Bogle Investment Management
Massachusetts
$9.26M +$7.6M +197,860 New
Principal Financial Group
60
Principal Financial Group
Iowa
$8.91M +$859K +22,372 +13%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$8.18M +$218K +5,680 +3%
LCP
62
Lombardia Capital Partners
California
$8.16M -$9.99M -260,233 -60%
GC
63
Guggenheim Capital
Illinois
$7.75M +$3.43M +89,322 +117%
CM
64
Castleark Management
Illinois
$7.67M +$6.29M +163,830 New
Ameriprise
65
Ameriprise
Minnesota
$7.63M -$1.62M -42,255 -21%
KCP
66
KDI Capital Partners
North Carolina
$7.6M -$5.61M -146,037 -47%
Morgan Stanley
67
Morgan Stanley
New York
$6.83M -$3.42M -89,067 -38%
OAM
68
Oxford Asset Management
United Kingdom
$5.92M -$4.32M -112,514 -47%
Massachusetts Financial Services
69
Massachusetts Financial Services
Massachusetts
$5.87M +$1.2M +31,241 +33%
AIG
70
American International Group
New York
$5.82M -$33K -860 -0.7%
TAM
71
Tocqueville Asset Management
New York
$5.73M -$852K -22,200 -15%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$5.59M +$1.72M +44,700 +60%
CCM
73
Century Capital Management
Massachusetts
$5.36M -$25.3K -658 -0.6%
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
$5.31M +$1.66M +43,353 +62%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$5.15M

UNFI Hedge Fund Activity: Q2 2016 in Review

316 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2016, worth a combined $2.33B — up 15% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UNFI positions and 27 closed out — a net gain of 26 holders — while 119 added to existing stakes and 94 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $36.9M. The largest seller was Oak Ridge Investments, exiting entirely with an estimated $42.8M sold.

  • 316 institutional investors held United Natural Foods (UNFI) as of Q2 2016, up from 292 in Q1 2016.
  • Funds reported $2.33B of United Natural Foods stock for Q2 2016, up 15% quarter-over-quarter.
  • 53 funds opened new United Natural Foods positions in Q2 2016 and 27 closed out, a net change of +26 holders.
  • The largest United Natural Foods buyer in Q2 2016 was ClearBridge Investments, an estimated $36.9M added.
  • The largest United Natural Foods seller in Q2 2016 was Oak Ridge Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2016.