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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
CFGS
176
Concourse Financial Group Securities
Alabama
$7K +$8.52K +741 +1,029%
BWP
177
BSW Wealth Partners
Colorado
$7K +$8.8K +765 New
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.94K +$4.04K +351 +176%
APA
179
American Portfolios Advisors
New York
$4.84K
S
180
SignatureFD
Georgia
$4K -$6.9K -600 -58%
Bessemer Group
181
Bessemer Group
New Jersey
$4K -$1.28K -111 -18%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$3.17K -$7.2K -626 -64%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$3K
GAM
184
Gemmer Asset Management
California
$3K +$2K +174 +84%
RE
185
RBC Europe
United Kingdom
$2.83K
AIM
186
Advantage Investment Management
Iowa
$2K
WEC
187
Winslow Evans & Crocker
Massachusetts
$2K
SPIA
188
Steward Partners Investment Advisory
New York
$2K +$2.89K +251 New
VCM
189
Versant Capital Management
Arizona
$1K -$16K -1,394 -92%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$1K -$1.33K -116 -48%
HR
191
Howe & Rusling
New York
$1K -$35 -3 -4%
BC
192
Bartlett & Co
Ohio
$1K
FRA
193
Front Row Advisors
California
$1K
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
RFA
195
Reilly Financial Advisors
California
$1K
AssetMark Inc
196
AssetMark Inc
California
$1K +$265 +23 +18%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$1K +$552 +48 +67%
HPC
198
HM Payson & Co
Maine
$1K +$1.15K +100 New
BCWM
199
Bartlett & Co Wealth Management
Ohio
$691
KFS
200
Kelly Financial Services
Massachusetts
$135

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.