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United Natural Foods

222 hedge funds and large institutions have $699M invested in United Natural Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 69

16% more capital invested

Capital invested by funds: $605M → $699M (+$94.5M)

1.28% more ownership

Funds ownership: 88.49%89.77% (+1.3%)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

1% less funds holding

Funds holding: 224222 (-2)

41% less call options, than puts

Call options by funds: $9.16M | Put options by funds: $15.5M

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
82
Reduced
69
Closed
41
Calls
$9.16M
Puts
$15.5M
Net Calls
-$6.36M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
201
Armstrong Advisory Group
Massachusetts
$1.97K
SIC
202
SJS Investment Consulting
Ohio
$1.87K
LSA
203
Leonteq Securities AG
Switzerland
$1.32K
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$1.07K +$921 +82 New
BCWM
205
Bartlett & Co Wealth Management
Ohio
$1.01K
UB
206
UMB Bank
Missouri
$930 +$393 +35 +97%
AF
207
Advisornet Financial
Minnesota
$812 +$696 +62 New
PA
208
Parallel Advisors
California
$786 +$674 +60 New
CIA
209
Cape Investment Advisory
Georgia
$747
PWMG
210
Private Wealth Management Group
New Jersey
$655 +$67 +6 +14%
BGAI
211
Bruce G. Allen Investments
Colorado
$590 +$505 +45 New
AP
212
Atwood & Palmer
Missouri
$524 -$1.4K -125 -76%
CFGS
213
Concourse Financial Group Securities
Alabama
$497
MA
214
Montag & Associates
Georgia
$393 +$337 +30 New
FFA
215
Farther Finance Advisors
California
$281
FFO
216
Fortitude Family Office
Arizona
$249 +$213 +19 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$236 +$202 +18 New
HNB
218
Huntington National Bank
Ohio
$197 +$168 +15 New
ECM
219
Everence Capital Management
Indiana
$177
RIL
220
Rothschild Investment LLC
Illinois
$131
LFG
221
Larson Financial Group
Missouri
$105 +$90 +8 New
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
-$3.95M -344,104 Closed
Norges Bank
223
Norges Bank
Norway
-$3.11M -271,000 Closed
First Trust Advisors
224
First Trust Advisors
Illinois
-$2.8M -243,436 Closed
Nordea Investment Management
225
Nordea Investment Management
Sweden
-$1.63M -138,049 Closed

UNFI Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2024, worth a combined $699M — up 16% from $605M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UNFI positions and 41 closed out — a net gain of 1 holder — while 82 added to existing stakes and 69 trimmed.

The largest buyer was Gate City Capital Management, opening a new position worth an estimated $12.2M. The largest seller was Invesco, cutting an estimated $5.29M.

  • 222 institutional investors held United Natural Foods (UNFI) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $699M of United Natural Foods stock for Q2 2024, up 16% quarter-over-quarter.
  • 42 funds opened new United Natural Foods positions in Q2 2024 and 41 closed out, a net change of +1 holder.
  • The largest United Natural Foods buyer in Q2 2024 was Gate City Capital Management, an estimated $12.2M added.
  • The largest United Natural Foods seller in Q2 2024 was Invesco, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2024.