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United Natural Foods

234 hedge funds and large institutions have $1.62B invested in United Natural Foods in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more capital invested

Capital invested by funds: $772M → $1.62B (+$844M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

10% more funds holding

Funds holding: 213234 (+21)

1.34% more ownership

Funds ownership: 85.95%87.29% (+1.3%)

20% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 80

34% less call options, than puts

Call options by funds: $61.7M | Put options by funds: $93.9M

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
56
Increased
64
Reduced
80
Closed
33
Calls
$61.7M
Puts
$93.9M
Net Calls
-$32.2M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
151
CIBC World Market
Ontario, Canada
$284K +$240K +8,615 New
WAM
152
World Asset Management
Michigan
$278K -$87.9K -3,157 -30%
SM
153
SG3 Management
Puerto Rico
$273K +$231K +8,300 New
HSBC Holdings
154
HSBC Holdings
United Kingdom
$272K -$427K -15,345 -65%
SW
155
SkyOak Wealth
Michigan
$266K +$209K +7,500 New
LNC
156
Lincoln National Corp
Pennsylvania
$264K -$111K -4,000 -33%
GF
157
Gabelli Funds
New York
$264K +$223K +8,000 New
LPL Financial
158
LPL Financial
California
$260K +$220K +7,892 New
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$257K -$348K -12,500 -62%
MOACM
160
Mutual of America Capital Management
New York
$247K -$75.9K -2,726 -27%
FQ
161
First Quadrant
California
$247K
SAM
162
Shell Asset Management
Netherlands
$236K
Two Sigma Investments
163
Two Sigma Investments
New York
$236K +$200K +7,163 New
SBSB
164
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K +$195K +7,000 New
MSL
165
Mackay Shields LLC
New York
$230K -$279K -10,000 -59%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$229K
DFG
167
Demars Financial Group
Washington
$217K +$184K +6,590 New
PA
168
Profund Advisors
Maryland
$216K +$182K +6,546 New
WB
169
WesBanco Bank
West Virginia
$216K +$182K +6,548 New
ACM
170
AlphaCrest Capital Management
New York
$213K +$180K +6,475 New
CIM
171
Cambria Investment Management
California
$209K +$177K +6,356 New
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$204K +$172K +6,192 New
BWP
173
Baldwin Wealth Partners
Massachusetts
$196K
TRCT
174
Tower Research Capital (TRC)
New York
$192K +$50.4K +1,811 +45%
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$4.18K +150 +3%

UNFI Hedge Fund Activity: Q1 2021 in Review

234 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2021, worth a combined $1.62B — up 109% from $772M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UNFI positions and 33 closed out — a net gain of 23 holders — while 64 added to existing stakes and 80 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $35.3M. The largest seller was Prentice Capital Management, cutting an estimated $37.4M.

  • 234 institutional investors held United Natural Foods (UNFI) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $1.62B of United Natural Foods stock for Q1 2021, up 109% quarter-over-quarter.
  • 56 funds opened new United Natural Foods positions in Q1 2021 and 33 closed out, a net change of +23 holders.
  • The largest United Natural Foods buyer in Q1 2021 was Mackenzie Financial, an estimated $35.3M added.
  • The largest United Natural Foods seller in Q1 2021 was Prentice Capital Management, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2021.