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United Natural Foods

292 hedge funds and large institutions have $2.02B invested in United Natural Foods in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.46M

37% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 86

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

3% more funds holding

Funds holding: 283292 (+9)

4% less capital invested

Capital invested by funds: $2.1B → $2.02B (-$79.3M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
7.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
50
Increased
118
Reduced
86
Closed
38
Calls
$19.4M
Puts
$5.46M
Net Calls
+$13.9M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$141M +$2.66M +71,957 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$127M +$2.79M +75,561 +2%
BFA
3
BlackRock Fund Advisors
California
$97.4M -$1.07M -29,042 -1%
RP
4
Riverbridge Partners
Minnesota
$65.8M +$1.49M +40,370 +3%
State Street
5
State Street
Massachusetts
$64.3M +$1.17M +31,763 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$59.6M +$7.97M +215,949 +17%
BIT
7
BlackRock Institutional Trust
California
$59.4M +$1.37M +37,205 +3%
EARNEST Partners
8
EARNEST Partners
Georgia
$52.8M -$136K -3,677 -0.3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$49.6M +$23.9M +648,265 +111%
EIP
10
Epoch Investment Partners
New York
$47.9M +$8.48M +229,790 +24%
HA
11
Homestead Advisers
Virginia
$44.2M +$40.5M +1,096,900 New
ORI
12
Oak Ridge Investments
Illinois
$42.8M -$784K -21,229 -2%
Northern Trust
13
Northern Trust
Illinois
$41.4M +$768K +20,791 +2%
RIM
14
RS Investment Management
California
$37.3M -$10.1M -272,761 -23%
Jennison Associates
15
Jennison Associates
New York
$35.2M -$8.38M -227,084 -21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$32.1M +$1.61M +43,555 +6%
Citadel Advisors
17
Citadel Advisors
Florida
$28M +$22.5M +610,248 +732%
TCM
18
TimesSquare Capital Management
New York
$27M -$57.9M -1,569,690 -70%
Bank of America
19
Bank of America
North Carolina
$26.3M +$754K +20,423 +3%
Fisher Asset Management
20
Fisher Asset Management
Washington
$26.3M +$1.65M +44,660 +6%
CB
21
Cooke & Bieler
Pennsylvania
$25.6M +$13.2M +357,458 +128%
TAM
22
Trillium Asset Management
Massachusetts
$25M +$1.72M +46,666 +8%
ACA
23
Anchor Capital Advisors
Massachusetts
$24.5M +$22.4M +606,737 New
PHS
24
Pekin Hardy Strauss
Illinois
$24.4M +$10.9M +295,929 +96%
JAM
25
Jupiter Asset Management
United Kingdom
$23.6M +$1.31M +35,600 +6%

UNFI Hedge Fund Activity: Q1 2016 in Review

292 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2016, worth a combined $2.02B — down 3.8% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new UNFI positions and 38 closed out — a net gain of 12 holders — while 118 added to existing stakes and 86 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $23.9M. The largest seller was BAMCO Inc, cutting an estimated $100M.

  • 292 institutional investors held United Natural Foods (UNFI) as of Q1 2016, up from 283 in Q4 2015.
  • Funds reported $2.02B of United Natural Foods stock for Q1 2016, down 3.8% quarter-over-quarter.
  • 50 funds opened new United Natural Foods positions in Q1 2016 and 38 closed out, a net change of +12 holders.
  • The largest United Natural Foods buyer in Q1 2016 was Dimensional Fund Advisors, an estimated $23.9M added.
  • The largest United Natural Foods seller in Q1 2016 was BAMCO Inc, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2016.