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United Natural Foods

305 hedge funds and large institutions have $3.85B invested in United Natural Foods in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 113 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $9.88M | Put options by funds: $1.73M

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

2% more funds holding

Funds holding: 298305 (+7)

0% less capital invested

Capital invested by funds: $3.87B → $3.85B (-$14.7M)

1% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 113

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
305
Holders Change
+7
Holders Change %
+2.35%
% of All Funds
8.13%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
37
Increased
112
Reduced
113
Closed
24
Calls
$9.88M
Puts
$1.73M
Net Calls
+$8.16M
Net Calls Change
+$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$382M +$645K +8,225 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$242M +$11.7M +149,187 +5%
BFA
3
BlackRock Fund Advisors
California
$182M +$5.38M +68,602 +3%
Wells Fargo
4
Wells Fargo
California
$168M -$4.38M -55,879 -3%
CWAM
5
Columbia Wanger Asset Management
Illinois
$144M -$1.33M -17,000 -0.9%
RP
6
Riverbridge Partners
Minnesota
$142M +$866K +11,053 +0.6%
TCM
7
TimesSquare Capital Management
New York
$141M -$3.2M -40,850 -2%
BIT
8
BlackRock Institutional Trust
California
$128M +$21.6M +275,892 +20%
State Street
9
State Street
Massachusetts
$127M +$1.66M +21,202 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$109M -$8.6M -109,674 -7%
EAM
11
Eagle Asset Management
Florida
$98.3M -$1.23M -15,657 -1%
ORI
12
Oak Ridge Investments
Illinois
$82.4M +$249K +3,175 +0.3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$80.1M -$18.4M -234,749 -18%
Northern Trust
14
Northern Trust
Illinois
$78.6M +$892K +11,383 +1%
KI
15
Kalmar Investments
Delaware
$74.7M -$10.4M -132,396 -12%
FCM
16
Frontier Capital Management
Massachusetts
$70.7M -$679K -8,659 -0.9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$67.6M -$1.76M -22,412 -2%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$65.1M +$5.09M +65,000 +8%
EARNEST Partners
19
EARNEST Partners
Georgia
$59.5M -$3.38M -43,089 -5%
SIMG
20
Stephens Investment Management Group
Texas
$55.2M -$1.97M -25,158 -3%
American Century Companies
21
American Century Companies
Missouri
$51.7M -$762K -9,723 -1%
MAA
22
Managed Account Advisors
New Jersey
$50.8M -$278K -3,551 -0.5%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$47.1M -$23.2M -295,494 -33%
BTW
24
Boston Trust Walden
Massachusetts
$46M -$1.87M -23,805 -4%
JAM
25
Jupiter Asset Management
United Kingdom
$38.4M -$274K -3,500 -0.7%

UNFI Hedge Fund Activity: Q1 2015 in Review

305 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2015, worth a combined $3.85B — down 0.38% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UNFI positions and 24 closed out — a net gain of 13 holders — while 112 added to existing stakes and 113 trimmed.

The largest buyer was Ashfield Capital Partners, opening a new position worth an estimated $25.5M. The largest seller was Invesco, cutting an estimated $24.1M.

  • 305 institutional investors held United Natural Foods (UNFI) as of Q1 2015, up from 298 in Q4 2014.
  • Funds reported $3.85B of United Natural Foods stock for Q1 2015, down 0.38% quarter-over-quarter.
  • 37 funds opened new United Natural Foods positions in Q1 2015 and 24 closed out, a net change of +13 holders.
  • The largest United Natural Foods buyer in Q1 2015 was Ashfield Capital Partners, an estimated $25.5M added.
  • The largest United Natural Foods seller in Q1 2015 was Invesco, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2015.