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United Natural Foods

298 hedge funds and large institutions have $3.87B invested in United Natural Foods in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 95 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

26% more capital invested

Capital invested by funds: $3.08B → $3.87B (+$793M)

13% more call options, than puts

Call options by funds: $8.01M | Put options by funds: $7.1M

9% more funds holding

Funds holding: 274298 (+24)

7% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 102

Holders
298
Holders Change
+24
Holders Change %
+8.76%
% of All Funds
7.95%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
51
Increased
95
Reduced
102
Closed
25
Calls
$8.01M
Puts
$7.1M
Net Calls
+$914K
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$382M -$50.5K -715 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M +$3.62M +51,211 +2%
BFA
3
BlackRock Fund Advisors
California
$177M +$12.6M +178,280 +8%
Wells Fargo
4
Wells Fargo
California
$173M -$14M -197,620 -8%
CWAM
5
Columbia Wanger Asset Management
Illinois
$145M -$3.25M -46,000 -2%
TCM
6
TimesSquare Capital Management
New York
$144M -$8.83M -124,855 -6%
RP
7
Riverbridge Partners
Minnesota
$142M -$4.4M -62,168 -3%
State Street
8
State Street
Massachusetts
$126M -$1.04M -14,700 -0.9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$118M +$55.1K +779 +0.1%
BIT
10
BlackRock Institutional Trust
California
$107M +$275K +3,891 +0.3%
EAM
11
Eagle Asset Management
Florida
$99.9M -$4.44M -62,872 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$98.5M -$1.1M -15,599 -1%
KI
13
Kalmar Investments
Delaware
$85.2M -$8.25M -116,707 -10%
ORI
14
Oak Ridge Investments
Illinois
$82.5M +$3.81M +53,908 +5%
Northern Trust
15
Northern Trust
Illinois
$78M +$2.81M +39,764 +4%
FCM
16
Frontier Capital Management
Massachusetts
$71.6M +$27M +381,677 +70%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$70.1M +$23.7M +335,741 +59%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$69.6M -$3.37M -47,628 -5%
EARNEST Partners
19
EARNEST Partners
Georgia
$63M -$198K -2,803 -0.3%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$60.3M -$707K -10,000 -1%
SIMG
21
Stephens Investment Management Group
Texas
$57.4M +$43.5K +615 +0.1%
American Century Companies
22
American Century Companies
Missouri
$52.7M -$8.13M -115,000 -14%
MAA
23
Managed Account Advisors
New Jersey
$51.3M -$2M -28,245 -4%
BTW
24
Boston Trust Walden
Massachusetts
$48M -$1.06M -15,037 -2%
Ameriprise
25
Ameriprise
Minnesota
$43.7M +$19.3M +273,051 +94%

UNFI Hedge Fund Activity: Q4 2014 in Review

298 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q4 2014, worth a combined $3.87B — up 26% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UNFI positions and 25 closed out — a net gain of 26 holders — while 95 added to existing stakes and 102 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $27M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $24.6M sold.

  • 298 institutional investors held United Natural Foods (UNFI) as of Q4 2014, up from 274 in Q3 2014.
  • Funds reported $3.87B of United Natural Foods stock for Q4 2014, up 26% quarter-over-quarter.
  • 51 funds opened new United Natural Foods positions in Q4 2014 and 25 closed out, a net change of +26 holders.
  • The largest United Natural Foods buyer in Q4 2014 was Frontier Capital Management, an estimated $27M added.
  • The largest United Natural Foods seller in Q4 2014 was Tourbillon Capital Partners, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2014.