United Natural Foods
UNFI
243 hedge funds and large institutions have $865M invested in United Natural Foods in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 33 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
17% more capital invested
Capital invested by funds: $741M → $865M (+$123M)
6% more funds holding
Funds holding: 229 → 243 (+14)
0.09% less ownership
Funds ownership: 89.76% → 89.66% (-0.09%)
16% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 85
20% less call options, than puts
Call options by funds: $23.8M | Put options by funds: $29.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.6M |
| 2 |
Millennium Management
New York
|
+$14.1M |
| 3 |
D.E. Shaw & Co
New York
|
+$12.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$10.3M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$9.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$45.5M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$26.2M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$22.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$4.74M |
| 5 |
JP Morgan Chase
New York
|
-$4.74M |
UNFI Hedge Fund Activity: Q4 2023 in Review
243 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q4 2023, worth a combined $865M — up 17% from $741M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new UNFI positions and 33 closed out — a net gain of 15 holders — while 71 added to existing stakes and 85 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.6M. The largest seller was Pacer Advisors, exiting entirely with an estimated $45.5M sold.
- 243 institutional investors held United Natural Foods (UNFI) as of Q4 2023, up from 229 in Q3 2023.
- Funds reported $865M of United Natural Foods stock for Q4 2023, up 17% quarter-over-quarter.
- 48 funds opened new United Natural Foods positions in Q4 2023 and 33 closed out, a net change of +15 holders.
- The largest United Natural Foods buyer in Q4 2023 was Morgan Stanley, an estimated $24.6M added.
- The largest United Natural Foods seller in Q4 2023 was Pacer Advisors, an estimated $45.5M sold.
Based on aggregated 13F filings for Q4 2023.