We are live on ! Find out more
UNFI icon

United Natural Foods

248 hedge funds and large institutions have $1.03B invested in United Natural Foods in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 79

1.92% more ownership

Funds ownership: 87.78%89.7% (+1.9%)

0% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $12.9M

4% less funds holding

Funds holding: 259248 (-11)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

25% less capital invested

Capital invested by funds: $1.37B → $1.03B (-$345M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
248
Holders Change
-11
Holders Change %
-4.25%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
91
Reduced
79
Closed
47
Calls
$12.9M
Puts
$12.9M
Net Calls
+$8K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
201
Smithfield Trust
Pennsylvania
$12K
SPIA
202
Steward Partners Investment Advisory
New York
$9.78K +$5.03K +200 +67%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$9.78K +$7.54K +300 +150%
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$9.78K +$12.6K +500 New
DZ Bank
205
DZ Bank
Germany
$8.76K +$11.3K +448 New
CFB
206
Cullen/Frost Bankers
Texas
$8.31K
VCM
207
Versant Capital Management
Arizona
$8.13K +$2.19K +87 +26%
BTI
208
Blue Trust Inc
Georgia
$8K -$40.6K -1,617 -85%
NA
209
NewEdge Advisors
Louisiana
$7.72K
AP
210
Atwood & Palmer
Missouri
$6.84K
FHA
211
First Horizon Advisors
Tennessee
$6.53K +$8.39K +334 New
ETC
212
Exchange Traded Concepts
Oklahoma
$5.73K +$5.78K +230 +365%
HNB
213
Huntington National Bank
Ohio
$4.81K +$301 +12 +5%
S
214
SignatureFD
Georgia
$4.16K +$3.14K +125 +142%
NSIM
215
North Star Investment Management
Illinois
$4.01K
TWM
216
Tradition Wealth Management
Minnesota
$4K
AFG
217
Albion Financial Group
Utah
$3.62K
AssetMark Inc
218
AssetMark Inc
California
$3.58K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$3.17K
AAG
220
Armstrong Advisory Group
Massachusetts
$2.93K
LSA
221
Leonteq Securities AG
Switzerland
$2.93K -$5.13K -204 -58%
SIC
222
Salem Investment Counselors
North Carolina
$2.35K
FCAG
223
First Capital Advisors Group
New Jersey
$2.23K +$2.86K +114 New
GWS
224
Glassman Wealth Services
Virginia
$2.23K +$2.86K +114 New
IA
225
IFP Advisors
Florida
$2.15K

UNFI Hedge Fund Activity: Q2 2023 in Review

248 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2023, worth a combined $1.03B — down 25% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of UNFI and 37 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 91 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $53.1M. The largest seller was Wellington Management Group, exiting entirely with an estimated $32.1M sold.

  • 248 institutional investors held United Natural Foods (UNFI) as of Q2 2023, down from 259 in Q1 2023.
  • Funds reported $1.03B of United Natural Foods stock for Q2 2023, down 25% quarter-over-quarter.
  • 37 funds opened new United Natural Foods positions in Q2 2023 and 47 closed out, a net change of -10 holders.
  • The largest United Natural Foods buyer in Q2 2023 was Pacer Advisors, an estimated $53.1M added.
  • The largest United Natural Foods seller in Q2 2023 was Wellington Management Group, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2023.