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United Natural Foods

259 hedge funds and large institutions have $1.37B invested in United Natural Foods in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14.3M

0.84% less ownership

Funds ownership: 88.61%87.78% (-0.84%)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

8% less funds holding

Funds holding: 282259 (-23)

27% less capital invested

Capital invested by funds: $1.88B → $1.37B (-$505M)

33% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 58

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
82
Reduced
90
Closed
58
Calls
$18.1M
Puts
$14.3M
Net Calls
+$3.79M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$17.4K -$31.7K -870 -57%
Bessemer Group
202
Bessemer Group
New Jersey
$17K
ST
203
Smithfield Trust
Pennsylvania
$16K +$21.9K +600 New
BAM
204
Belpointe Asset Management
Nevada
$12.6K -$1.46K -40 -8%
LC
205
Lindbrook Capital
California
$11.9K +$729 +20 +5%
CFB
206
Cullen/Frost Bankers
Texas
$11.2K
NA
207
NewEdge Advisors
Louisiana
$10.4K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$10K +$8.24K +226 +131%
LSA
209
Leonteq Securities AG
Switzerland
$9.33K -$14.7K -404 -53%
AP
210
Atwood & Palmer
Missouri
$9.22K -$8.5M -233,250 -100%
VCM
211
Versant Capital Management
Arizona
$8.65K
SPIA
212
Steward Partners Investment Advisory
New York
$7.91K -$3.65K -100 -25%
Federated Hermes
213
Federated Hermes
Pennsylvania
$7.59K +$1.46K +40 +16%
HNB
214
Huntington National Bank
Ohio
$6.17K
NSIM
215
North Star Investment Management
Illinois
$5.4K -$547 -15 -7%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$5.27K +$1.46K +40 +25%
QCG
217
Quadrant Capital Group
Ohio
$5.11K -$17.5K -479 -71%
IA
218
IFP Advisors
Florida
$5.1K -$4.92K -135 -55%
TWM
219
Tradition Wealth Management
Minnesota
$5K
AFG
220
Albion Financial Group
Utah
$4.88K
AssetMark Inc
221
AssetMark Inc
California
$4.82K -$36 -1 -0.5%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$4.27K -$219 -6 -4%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$4.01K -$838K -22,998 -13%
AAG
224
Armstrong Advisory Group
Massachusetts
$3.95K
SIC
225
Salem Investment Counselors
North Carolina
$3.16K

UNFI Hedge Fund Activity: Q1 2023 in Review

259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2023, worth a combined $1.37B — down 27% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNFI and 39 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 82 added.

The largest buyer was Millennium Management, adding an estimated $17.3M. The largest seller was Ameriprise, cutting an estimated $23.1M.

  • 259 institutional investors held United Natural Foods (UNFI) as of Q1 2023, down from 282 in Q4 2022.
  • Funds reported $1.37B of United Natural Foods stock for Q1 2023, down 27% quarter-over-quarter.
  • 39 funds opened new United Natural Foods positions in Q1 2023 and 58 closed out, a net change of -19 holders.
  • The largest United Natural Foods buyer in Q1 2023 was Millennium Management, an estimated $17.3M added.
  • The largest United Natural Foods seller in Q1 2023 was Ameriprise, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2023.