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United Natural Foods

260 hedge funds and large institutions have $1.47B invested in United Natural Foods in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $11.3M

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

67% more capital invested

Capital invested by funds: $885M → $1.47B (+$590M)

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

12% more funds holding

Funds holding: 233260 (+27)

1.71% more ownership

Funds ownership: 88.38%90.09% (+1.7%)

Holders
260
Holders Change
+27
Holders Change %
+11.59%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
64
Increased
85
Reduced
67
Closed
35
Calls
$24.7M
Puts
$11.3M
Net Calls
+$13.4M
Net Calls Change
+$8.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$63.8K -$44.1K -1,913 -45%
GI
202
GAMMA Investing
California
$55.4K +$14.7K +639 +46%
AF
203
Allworth Financial
California
$53.7K +$2.3K +100 +5%
SCM
204
Sterling Capital Management
North Carolina
$51.4K +$38.5K +1,672 +796%
A
205
AlphaQuest
New York
$49.9K -$172K -7,479 -80%
ACM
206
Aquatic Capital Management
Illinois
$46.5K +$39.2K +1,703 New
ST
207
Smithfield Trust
Pennsylvania
$44K
HFM
208
Harvest Fund Management
China
$37K +$30.9K +1,340 New
W
209
WealthCollab
Washington
$35.5K
AAP
210
Arax Advisory Partners
Colorado
$30.9K +$737 +32 +3%
S
211
SignatureFD
Georgia
$30.4K +$3.09K +134 +14%
HBW
212
Hazlett, Burt & Watson
West Virginia
$27K +$23K +1,000 New
VCM
213
Versant Capital Management
Arizona
$25.4K +$8.57K +372 +67%
Bessemer Group
214
Bessemer Group
New Jersey
$25K
BIG
215
Brooklyn Investment Group
New York
$23.9K +$20.2K +875 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$22K -$4.7K -204 -20%
LC
217
Lindbrook Capital
California
$19.9K
RS
218
R Squared
Hong Kong
$19.7K +$16.6K +720 New
WT
219
Whittier Trust
California
$18.9K
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$17.2K +$714 +31 +5%
EWA
221
EverSource Wealth Advisors
Alabama
$16.2K
FFA
222
Farther Finance Advisors
California
$15.6K +$12.7K +550 +2,500%
CP
223
Castleview Partners
Texas
$15.5K +$13K +563 New
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$15.1K -$1.11K -48 -8%
Barrow, Hanley, Mewhinney & Strauss
225
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.4K

UNFI Hedge Fund Activity: Q4 2024 in Review

260 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q4 2024, worth a combined $1.47B — up 67% from $885M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new UNFI positions and 35 closed out — a net gain of 29 holders — while 85 added to existing stakes and 67 trimmed.

The largest buyer was Marshall Wace, adding an estimated $21.1M. The largest seller was Private Management Group, cutting an estimated $25.6M.

  • 260 institutional investors held United Natural Foods (UNFI) as of Q4 2024, up from 233 in Q3 2024.
  • Funds reported $1.47B of United Natural Foods stock for Q4 2024, up 67% quarter-over-quarter.
  • 64 funds opened new United Natural Foods positions in Q4 2024 and 35 closed out, a net change of +29 holders.
  • The largest United Natural Foods buyer in Q4 2024 was Marshall Wace, an estimated $21.1M added.
  • The largest United Natural Foods seller in Q4 2024 was Private Management Group, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2024.