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United Natural Foods
UNFI

189 hedge funds and large institutions have $388M invested in United Natural Foods in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 60 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 206 → 189 (-17)

11.52% less ownership

Funds ownership: 94.38% → 82.86% (-12%)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

32% less capital invested

Capital invested by funds: $572M → $388M (-$184M)

66% less call options, than puts

Call options by funds: $970K | Put options by funds: $2.89M

Holders
189
Holders Change
-17
Holders Change %
-8.25%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
67
Reduced
60
Closed
34
Calls
$970K
Puts
$2.89M
Net Calls
-$1.92M
Net Calls Change
-$93K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.31M
2
Millennium Management
Millennium Management
New York
+$4.31M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.83M
4
BlackRock
BlackRock
New York
+$2.32M
5
Truist Financial
Truist Financial
North Carolina
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
TC
Towle & Co
Colorado
-$23M
2
Bank of America
Bank of America
North Carolina
-$19.8M
3
EARNEST Partners
EARNEST Partners
Georgia
-$7.41M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$6.32M
5
KP
Kiltearn Partners
United Kingdom
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$1K -$960 -119 -60%
CAW
177
Cornerstone Advisors (Washington)
Washington
$1K – – –
HPC
178
HM Payson & Co
Maine
$1K – – –
HR
179
Howe & Rusling
New York
$1K – – –
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
RFA
181
Reilly Financial Advisors
California
$1K – – –
SFS
182
Sowell Financial Services
Arkansas
$1K +$476 +59 +62%
LC
183
Lindbrook Capital
California
$1K +$532 +66 New
EI
184
Ellevest Inc
New York
$1K +$806 +100 New
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$1K +$1.17K +145 New
BCWM
186
Bartlett & Co Wealth Management
Ohio
$675 – – –
TC
187
Towle & Co
Colorado
– -$23M -1,994,237 Closed
EARNEST Partners
188
EARNEST Partners
Georgia
– -$7.41M -643,060 Closed
Barrow, Hanley, Mewhinney & Strauss
189
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$1.04M -90,112 Closed
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
– -$843K -73,196 Closed
LFM
191
Lumina Fund Management
New York
– -$838K -72,700 Closed
MA
192
Mutual Advisors
Nebraska
– -$753K -65,400 Closed
WA
193
Whitebox Advisors
Minnesota
– -$725K -62,900 Closed
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$402K -34,863 Closed
Walleye Trading
195
Walleye Trading
New York
– -$370K -32,075 Closed
Walleye Capital
196
Walleye Capital
New York
– -$213K -26,400 Closed
CIA
197
Cascade Investment Advisors
Oregon
– -$299K -25,955 Closed
QIM
198
Quantitative Investment Management
Virginia
– -$278K -24,179 Closed
HighTower Advisors
199
HighTower Advisors
Illinois
– -$260K -22,735 Closed
BCM
200
Bayesian Capital Management
New York
– -$235K -20,411 Closed
5 6 7
8
9

UNFI Hedge Fund Activity: Q4 2019 in Review

189 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q4 2019, worth a combined $388M — down 32% from $572M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of UNFI and 27 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 67 added.

The largest buyer was Invesco, adding an estimated $4.31M. The largest seller was Towle & Co, exiting entirely with an estimated $23M sold.

  • 189 institutional investors held United Natural Foods (UNFI) as of Q4 2019, down from 206 in Q3 2019.
  • Funds reported $388M of United Natural Foods stock for Q4 2019, down 32% quarter-over-quarter.
  • 27 funds opened new United Natural Foods positions in Q4 2019 and 34 closed out, a net change of -7 holders.
  • The largest United Natural Foods buyer in Q4 2019 was Invesco, an estimated $4.31M added.
  • The largest United Natural Foods seller in Q4 2019 was Towle & Co, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2019.