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United Natural Foods

190 hedge funds and large institutions have $423M invested in United Natural Foods in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.74M

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $388M → $423M (+$34.8M)

3.1% more ownership

Funds ownership: 82.86%85.95% (+3.1%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

1% more funds holding

Funds holding: 189190 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
190
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
61
Reduced
60
Closed
31
Calls
$6.78M
Puts
$3.74M
Net Calls
+$3.04M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$1.08M -$16.6K -2,096 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$949K +$19.8K +2,500 +2%
BCM
53
Bridgeway Capital Management
Texas
$890K +$305K +38,400 +66%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$887K
Ensign Peak Advisors
55
Ensign Peak Advisors
Utah
$882K
Bank of America
56
Bank of America
North Carolina
$867K -$68.3K -8,616 -8%
SCM
57
Saba Capital Management
New York
$862K +$245K +30,848 +49%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$848K +$88.8K +11,203 +14%
UBS Group
59
UBS Group
Switzerland
$834K -$506K -63,866 -41%
SDIC
60
South Dakota Investment Council
South Dakota
$823K -$712K -89,759 -50%
QI
61
QS Investors
New York
$793K +$1.59K +200 +0.2%
UBS AM
62
UBS AM
Illinois
$781K -$10.5K -1,328 -2%
AG
63
Aperio Group
California
$758K +$99.9K +12,592 +18%
GI
64
GAMCO Investors
Connecticut
$716K -$87.2K -11,000 -12%
QC
65
Quadrature Capital
United Kingdom
$689K -$236K -29,710 -28%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$667K +$118K +14,900 +26%
CS
67
Credit Suisse
Switzerland
$665K +$150K +18,906 +35%
Comerica Bank
68
Comerica Bank
Texas
$653K +$39.3K +4,960 +10%
AllianceBernstein
69
AllianceBernstein
Tennessee
$652K +$72.1K +9,087 +15%
Canada Life
70
Canada Life
Manitoba, Canada
$631K +$41.1K +5,189 +8%
TAM
71
Trillium Asset Management
Massachusetts
$604K +$31.6K +3,983 +6%
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$565K +$488K +61,551 New
LSV Asset Management
73
LSV Asset Management
Illinois
$557K +$3.17K +400 +0.7%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$507K +$47.5K +5,988 +12%
Renaissance Technologies
75
Renaissance Technologies
New York
$467K -$7.34M -925,550 -95%

UNFI Hedge Fund Activity: Q1 2020 in Review

190 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2020, worth a combined $423M — up 9% from $388M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UNFI positions and 31 closed out — a net gain of 5 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Private Management Group, opening a new position worth an estimated $12.3M. The largest seller was Fidelity Investments, exiting entirely with an estimated $9.93M sold.

  • 190 institutional investors held United Natural Foods (UNFI) as of Q1 2020, up from 189 in Q4 2019.
  • Funds reported $423M of United Natural Foods stock for Q1 2020, up 9% quarter-over-quarter.
  • 36 funds opened new United Natural Foods positions in Q1 2020 and 31 closed out, a net change of +5 holders.
  • The largest United Natural Foods buyer in Q1 2020 was Private Management Group, an estimated $12.3M added.
  • The largest United Natural Foods seller in Q1 2020 was Fidelity Investments, an estimated $9.93M sold.

Based on aggregated 13F filings for Q1 2020.