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United Natural Foods

217 hedge funds and large institutions have $682M invested in United Natural Foods in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $16M

17% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 63

2.79% more ownership

Funds ownership: 81.42%84.2% (+2.8%)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0% less funds holding

Funds holding: 218217 (-1)

16% less capital invested

Capital invested by funds: $811M → $682M (-$129M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
32
Increased
74
Reduced
63
Closed
32
Calls
$22.1M
Puts
$16M
Net Calls
+$6.1M
Net Calls Change
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
151
Guggenheim Capital
Illinois
$187K +$239K +12,607 New
WAM
152
World Asset Management
Michigan
$186K +$5.33K +281 +2%
CG
153
Cutler Group
California
$185K +$232K +12,203 +4,588%
ACM
154
AlphaCrest Capital Management
New York
$185K +$236K +12,417 New
NNP
155
Nachman Norwood & Parrott
South Carolina
$183K
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$169K
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$168K +$215K +11,321 New
OR
158
Olympiad Research
Connecticut
$161K +$205K +10,816 New
SL
159
Stevard LLC
Illinois
$157K -$212K -11,177 -51%
MOACM
160
Mutual of America Capital Management
New York
$157K +$115K +6,053 +135%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$150K
CCM
162
Covington Capital Management
California
$149K
SDIC
163
South Dakota Investment Council
South Dakota
$149K
FQ
164
First Quadrant
California
$112K
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$107K +$44.6K +2,350 +49%
PP
166
Paloma Partners
Connecticut
$105K -$710K -37,391 -84%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$103K
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$19K +1,000 +22%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$73K -$2.54K -134 -3%
BWP
170
Baldwin Wealth Partners
Massachusetts
$72K -$247 -13 -0.3%
AIP
171
Ameritas Investment Partners
Nebraska
$69K
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$58K +$51K +2,690 +285%
PCM
173
Prelude Capital Management
New York
$56K -$121K -6,401 -63%
IRC
174
Investors Research Corp
Georgia
$53K
PAM
175
Panagora Asset Management
Massachusetts
$47K -$211K -11,141 -78%

UNFI Hedge Fund Activity: Q3 2020 in Review

217 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2020, worth a combined $682M — down 16% from $811M a quarter earlier.

Fund positioning in UNFI was balanced in Q3 2020: 32 funds opened new positions, 32 closed out, 74 added to existing stakes and 63 trimmed.

The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $13.7M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $17.7M sold.

  • 217 institutional investors held United Natural Foods (UNFI) as of Q3 2020, down from 218 in Q2 2020.
  • Funds reported $682M of United Natural Foods stock for Q3 2020, down 16% quarter-over-quarter.
  • 32 funds opened new United Natural Foods positions in Q3 2020 and 32 closed out, a net change of 0 holders.
  • The largest United Natural Foods buyer in Q3 2020 was Great Lakes Advisors, an estimated $13.7M added.
  • The largest United Natural Foods seller in Q3 2020 was Gallagher Fiduciary Advisors, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2020.