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United Natural Foods

206 hedge funds and large institutions have $447M invested in United Natural Foods in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 54

1.02% less ownership

Funds ownership: 95.62%94.61% (-1%)

10% less funds holding

Funds holding: 230206 (-24)

30% less capital invested

Capital invested by funds: $642M → $447M (-$195M)

46% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 41

58% less call options, than puts

Call options by funds: $2.29M | Put options by funds: $5.46M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-24
Holders Change %
-10.43%
% of All Funds
4.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
90
Reduced
54
Closed
41
Calls
$2.29M
Puts
$5.46M
Net Calls
-$3.17M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
151
NumerixS Investment Technologies
British Columbia, Canada
$49K +$31.1K +2,700 +96%
BWP
152
Baldwin Wealth Partners
Massachusetts
$44K
AIP
153
Ameritas Investment Partners
Nebraska
$36K
ZB
154
Zions Bancorporation
Utah
$36K +$1.22K +106 +3%
IRC
155
Investors Research Corp
Georgia
$35K +$13.8K +1,200 +45%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$35K +$29.5K +2,562 +186%
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K -$5K -435 -11%
CYG
158
Clean Yield Group
Vermont
$30K -$68.4K -5,945 -64%
PAM
159
Panagora Asset Management
Massachusetts
$24K
ADL
160
Asset Dedication LLC
California
$24K +$19.3K +1,675 +172%
TCOV
161
Trust Company of Vermont
Vermont
$21K -$575 -50 -2%
AIM
162
Anchor Investment Management
South Carolina
$20.6K +$5.75K +500 +28%
HNB
163
Huntington National Bank
Ohio
$17K
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$15K +$5.08K +442 +37%
PVH
165
Psagot Value Holdings
Israel
$15K +$19.8K +1,720 New
MOACM
166
Mutual of America Capital Management
New York
$14K -$3.92K -341 -18%
LIA
167
LS Investment Advisors
Michigan
$14K
DWM
168
Destination Wealth Management
California
$13K +$17.3K +1,500 New
PA
169
Parallel Advisors
California
$12K +$11.1K +962 +292%
PCM
170
Prelude Capital Management
New York
$11K +$14.6K +1,270 New
IAS
171
IMA Advisory Services
Colorado
$10K
CCM
172
Cribstone Capital Management
Maine
$8K -$2.3K -200 -19%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$8K
US Bancorp
174
US Bancorp
Minnesota
$8K +$380 +33 +4%
AAM
175
Advisors Asset Management
Colorado
$7K -$161 -14 -2%

UNFI Hedge Fund Activity: Q2 2019 in Review

206 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2019, worth a combined $447M — down 30% from $642M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UNFI and 22 opened new positions — a net loss of 19 holders — while 54 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $19.5M. The largest seller was EARNEST Partners, cutting an estimated $8.38M.

  • 206 institutional investors held United Natural Foods (UNFI) as of Q2 2019, down from 230 in Q1 2019.
  • Funds reported $447M of United Natural Foods stock for Q2 2019, down 30% quarter-over-quarter.
  • 22 funds opened new United Natural Foods positions in Q2 2019 and 41 closed out, a net change of -19 holders.
  • The largest United Natural Foods buyer in Q2 2019 was Bank of America, an estimated $19.5M added.
  • The largest United Natural Foods seller in Q2 2019 was EARNEST Partners, an estimated $8.38M sold.

Based on aggregated 13F filings for Q2 2019.