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United Natural Foods

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: 22 (0)

8% less funds holding

Funds holding: 206189 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
-$204K -17,700 Closed
HF
202
HRT Financial
New York
-$160K -13,910 Closed
ACM
203
AlphaCrest Capital Management
New York
-$157K -13,600 Closed
XK
204
Xact Kapitalforvaltning
Sweden
-$142K -12,309 Closed
Parallax Volatility Advisers
205
Parallax Volatility Advisers
California
-$57K -4,913 Closed
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
-$50K -4,360 Closed
AIC
207
Ameritas Investment Company
Nebraska
-$31K -4,000 Closed
CFGS
208
Concourse Financial Group Securities
Alabama
-$21.2K -2,632 Closed
MAM
209
Meeder Asset Management
Ohio
-$22K -1,919 Closed
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
-$22K -1,901 Closed
CCM
211
Cribstone Capital Management
Maine
-$6.45K -800 -94%
BWP
212
BSW Wealth Partners
Colorado
-$9K -765 Closed
LWCFA
213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$4K -370 Closed
SPIA
214
Steward Partners Investment Advisory
New York
-$1.61K -200 -80%
HGWM
215
Harvest Group Wealth Management
Massachusetts
-$1K -115 Closed
GWM
216
Geneos Wealth Management
Colorado
-$1K -100 Closed
QCG
217
Quadrant Capital Group
Ohio
-$1K -94 Closed
TWA
218
TCI Wealth Advisors
Arizona
-$1K -72 Closed
KFS
219
Kelly Financial Services
Massachusetts
-$173 -15 Closed

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.