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United Natural Foods

316 hedge funds and large institutions have $2.33B invested in United Natural Foods in 2016 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $3.77M

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

27% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$312M)

8% more funds holding

Funds holding: 292316 (+24)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
316
Holders Change
+24
Holders Change %
+8.22%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
53
Increased
119
Reduced
94
Closed
27
Calls
$18.5M
Puts
$3.77M
Net Calls
+$14.7M
Net Calls Change
+$777K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$172M +$20.2M +526,254 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$3.47M +90,354 +3%
BFA
3
BlackRock Fund Advisors
California
$115M +$1.67M +43,436 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$76.8M +$6.27M +163,249 +11%
State Street
5
State Street
Massachusetts
$75.2M +$370K +9,626 +0.6%
RP
6
Riverbridge Partners
Minnesota
$74.1M -$1.91M -49,842 -3%
BIT
7
BlackRock Institutional Trust
California
$71.7M +$2.24M +58,288 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$65.4M +$6.35M +165,426 +13%
EIP
9
Epoch Investment Partners
New York
$64M +$6.84M +178,079 +15%
EARNEST Partners
10
EARNEST Partners
Georgia
$64M +$2.17M +56,471 +4%
HA
11
Homestead Advisers
Virginia
$53M +$1.34M +35,000 +3%
ClearBridge Investments
12
ClearBridge Investments
New York
$45M +$36.9M +961,128 New
Northern Trust
13
Northern Trust
Illinois
$44.7M -$1.61M -41,894 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$37.3M +$12.6K +329 +0%
Fisher Asset Management
15
Fisher Asset Management
Washington
$36.3M +$122K +3,177 +0.4%
Bank of America
16
Bank of America
North Carolina
$35.4M +$3.98M +103,531 +16%
CB
17
Cooke & Bieler
Pennsylvania
$30.5M +$639K +16,640 +3%
IAMU
18
Impax Asset Management (UK)
United Kingdom
$30.4M +$4.99M +130,017 +25%
TAM
19
Trillium Asset Management
Massachusetts
$29.6M +$440K +11,446 +2%
CI
20
Cambiar Investors
Colorado
$28.8M +$23.6M +615,482 New
Two Sigma Investments
21
Two Sigma Investments
New York
$28.1M +$6.13M +159,706 +36%
ACA
22
Anchor Capital Advisors
Massachusetts
$27.8M -$491K -12,778 -2%
JAM
23
Jupiter Asset Management
United Kingdom
$27.3M -$115K -3,000 -0.5%
ESCM
24
Echo Street Capital Management
New York
$26.3M +$672K +17,511 +3%
Deutsche Bank
25
Deutsche Bank
Germany
$24.3M +$6.32M +164,469 +46%

UNFI Hedge Fund Activity: Q2 2016 in Review

316 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2016, worth a combined $2.33B — up 15% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UNFI positions and 27 closed out — a net gain of 26 holders — while 119 added to existing stakes and 94 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $36.9M. The largest seller was Oak Ridge Investments, exiting entirely with an estimated $42.8M sold.

  • 316 institutional investors held United Natural Foods (UNFI) as of Q2 2016, up from 292 in Q1 2016.
  • Funds reported $2.33B of United Natural Foods stock for Q2 2016, up 15% quarter-over-quarter.
  • 53 funds opened new United Natural Foods positions in Q2 2016 and 27 closed out, a net change of +26 holders.
  • The largest United Natural Foods buyer in Q2 2016 was ClearBridge Investments, an estimated $36.9M added.
  • The largest United Natural Foods seller in Q2 2016 was Oak Ridge Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2016.