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United Natural Foods

274 hedge funds and large institutions have $3.08B invested in United Natural Foods in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $7.88M

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1% less funds holding

Funds holding: 276274 (-2)

4% less capital invested

Capital invested by funds: $3.21B → $3.08B (-$135M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
274
Holders Change
-2
Holders Change %
-0.72%
% of All Funds
7.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
99
Reduced
99
Closed
27
Calls
$21.1M
Puts
$7.88M
Net Calls
+$13.2M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$304M -$968K -15,420 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M -$93.3K -1,485 -0.1%
Wells Fargo
3
Wells Fargo
California
$149M -$30.2M -481,531 -17%
BFA
4
BlackRock Fund Advisors
California
$130M +$849K +13,517 +0.6%
TCM
5
TimesSquare Capital Management
New York
$122M -$3.22M -51,245 -3%
CWAM
6
Columbia Wanger Asset Management
Illinois
$118M +$13.3M +212,200 +12%
RP
7
Riverbridge Partners
Minnesota
$117M -$8.26M -131,547 -6%
State Street
8
State Street
Massachusetts
$101M -$2.28M -36,304 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$93.9M +$9.89M +157,450 +11%
BIT
10
BlackRock Institutional Trust
California
$85.2M -$4.31M -68,645 -5%
EAM
11
Eagle Asset Management
Florida
$83.3M +$3.07M +48,889 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$79.3M -$1.41M -22,481 -2%
KI
13
Kalmar Investments
Delaware
$74.9M +$889K +14,154 +1%
ORI
14
Oak Ridge Investments
Illinois
$62.2M +$33.9M +539,025 +114%
Northern Trust
15
Northern Trust
Illinois
$59.6M +$6.8M +108,238 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$58.2M -$71.4K -1,137 -0.1%
EARNEST Partners
17
EARNEST Partners
Georgia
$50.2M -$1.83M -29,071 -3%
American Century Companies
18
American Century Companies
Missouri
$48.9M -$3.76M -59,862 -7%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$48.6M +$5.65M +90,000 +13%
SIMG
20
Stephens Investment Management Group
Texas
$45.6M +$3.7M +58,930 +9%
MAA
21
Managed Account Advisors
New Jersey
$42.5M -$3.13M -49,894 -7%
BTW
22
Boston Trust Walden
Massachusetts
$39.1M +$1.88M +29,909 +5%
TCP
23
TAMRO Capital Partners
Virginia
$38.6M -$9.32M -148,359 -19%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$35.1M +$13.5M +214,296 +60%
FCM
25
Frontier Capital Management
Massachusetts
$33.5M +$34.2M +544,651 New

UNFI Hedge Fund Activity: Q3 2014 in Review

274 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2014, worth a combined $3.08B — down 4.2% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UNFI positions and 27 closed out — a net gain of 2 holders — while 99 added to existing stakes and 99 trimmed.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $34.2M. The largest seller was Wells Fargo, cutting an estimated $30.2M.

  • 274 institutional investors held United Natural Foods (UNFI) as of Q3 2014, down from 276 in Q2 2014.
  • Funds reported $3.08B of United Natural Foods stock for Q3 2014, down 4.2% quarter-over-quarter.
  • 29 funds opened new United Natural Foods positions in Q3 2014 and 27 closed out, a net change of +2 holders.
  • The largest United Natural Foods buyer in Q3 2014 was Frontier Capital Management, an estimated $34.2M added.
  • The largest United Natural Foods seller in Q3 2014 was Wells Fargo, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2014.