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United Natural Foods
UNFI

261 hedge funds and large institutions have $3.02B invested in United Natural Foods in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

62% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $4.81M

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

25% more capital invested

Capital invested by funds: $2.42B → $3.02B (+$599M)

18% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 90

3% more funds holding

Funds holding: 254 → 261 (+7)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
8.46%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.13%
New
32
Increased
106
Reduced
90
Closed
24
Calls
$7.8M
Puts
$4.81M
Net Calls
+$2.99M
Net Calls Change
+$2.58M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$32.2M
2
ORI
Oak Ridge Investments
Illinois
+$27.8M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$24.1M
4
SIMG
Stephens Investment Management Group
Texas
+$13.1M
5
BFA
BlackRock Fund Advisors
California
+$11.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$28.3M
3
Millennium Management
Millennium Management
New York
-$17.6M
4
Jennison Associates
Jennison Associates
New York
-$14.3M
5
TI
Turner Investments
Pennsylvania
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$329M +$8.29M +136,325 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M +$4.14M +68,076 +3%
BFA
3
BlackRock Fund Advisors
California
$146M +$11.2M +184,703 +9%
TCM
4
TimesSquare Capital Management
New York
$140M +$6.01M +98,800 +5%
State Street
5
State Street
Massachusetts
$116M -$1.11M -18,322 -1%
RP
6
Riverbridge Partners
Minnesota
$116M +$8.72M +143,436 +9%
BIT
7
BlackRock Institutional Trust
California
$99.8M -$1.42M -23,354 -2%
KI
8
Kalmar Investments
Delaware
$83.2M -$739K -12,150 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$82.6M -$41.9M -689,853 -36%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$82.4M -$28.3M -464,809 -27%
Northern Trust
11
Northern Trust
Illinois
$66.5M -$666K -10,961 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$62M +$7.28M +119,826 +15%
Jennison Associates
13
Jennison Associates
New York
$60.3M -$14.3M -234,614 -21%
TCP
14
TAMRO Capital Partners
Virginia
$60.1M -$779K -12,817 -1%
CCI
15
Columbus Circle Investors
$58.5M +$6.69M +110,104 +14%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$58.5M +$32.2M +530,305 +156%
MAA
17
Managed Account Advisors
New Jersey
$55.7M -$768K -12,636 -2%
BTW
18
Boston Trust Walden
Massachusetts
$52M -$8.26M -135,942 -15%
CM
19
CS McKee
Pennsylvania
$43.6M -$2.6M -42,850 -6%
SONJCPFA
20
State of New Jersey Common Pension Fund A
New Jersey
$41.7M -$1.22M -20,000 -3%
SIMG
21
Stephens Investment Management Group
Texas
$41.6M +$13.1M +214,975 +53%
FAM
22
Fred Alger Management
New York
$39.2M -$11.1M -182,251 -24%
EAM
23
Eagle Asset Management
Florida
$38M +$3.9M +64,163 +13%
Wells Fargo
24
Wells Fargo
California
$32M -$1.06M -17,382 -4%
NRECA
25
National Rural Electric Cooperative Association
Virginia
$31.1M – – –
1
2 3 4 5

UNFI Hedge Fund Activity: Q3 2013 in Review

261 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2013, worth a combined $3.02B — up 25% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UNFI positions and 24 closed out — a net gain of 8 holders — while 106 added to existing stakes and 90 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $32.2M. The largest seller was Fidelity Investments, cutting an estimated $41.9M.

  • 261 institutional investors held United Natural Foods (UNFI) as of Q3 2013, up from 254 in Q2 2013.
  • Funds reported $3.02B of United Natural Foods stock for Q3 2013, up 25% quarter-over-quarter.
  • 32 funds opened new United Natural Foods positions in Q3 2013 and 24 closed out, a net change of +8 holders.
  • The largest United Natural Foods buyer in Q3 2013 was Lord, Abbett & Co, an estimated $32.2M added.
  • The largest United Natural Foods seller in Q3 2013 was Fidelity Investments, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2013.