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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$27K
IAIM
202
International Assets Investment Management
Florida
$24K +$13.9K +500 +100%
AIM
203
Anchor Investment Management
South Carolina
$18.1K
LC
204
Lindbrook Capital
California
$18K +$418 +15 +3%
APA
205
American Portfolios Advisors
New York
$17.8K -$1.81K -65 -11%
Bessemer Group
206
Bessemer Group
New Jersey
$16K
CFB
207
Cullen/Frost Bankers
Texas
$14K
NSIM
208
North Star Investment Management
Illinois
$13K
HFM
209
Harvest Fund Management
China
$12K +$10.6K +382 New
BFEC
210
Benjamin F. Edwards & Company
Missouri
$10K
GAM
211
Gemmer Asset Management
California
$10K
HNB
212
Huntington National Bank
Ohio
$8K -$35.5K -1,275 -84%
TWA
213
TCI Wealth Advisors
Arizona
$7K +$3.45K +124 +163%
IA
214
IFP Advisors
Florida
$7K +$5.57K +200 New
S
215
SignatureFD
Georgia
$7K +$6.27K +225 New
FPS
216
Fieldpoint Private Securities
Connecticut
$6K +$1.95K +70 +56%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$5K
RFA
218
Reilly Financial Advisors
California
$5K
JIR
219
James Investment Research
Ohio
$5K +$4.18K +150 New
QCG
220
Quadrant Capital Group
Ohio
$4K -$1.09K -39 -26%
TFGT
221
TS Financial Group (TSFG)
Illinois
$4K
FGAM
222
Financial Gravity Asset Management
Texas
$3.79K +$696 +25 +28%
AssetMark Inc
223
AssetMark Inc
California
$3K -$1.56K -56 -37%
BC
224
Bartlett & Co
Ohio
$3K
GWM
225
Geneos Wealth Management
Colorado
$3K

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.