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United Natural Foods
UNFI

312 hedge funds and large institutions have $2B invested in United Natural Foods in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $4.61M | Put options by funds: $4.21M

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

1% less funds holding

Funds holding: 316 → 312 (-4)

11% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 115

14% less capital invested

Capital invested by funds: $2.33B → $2B (-$328M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
312
Holders Change
-4
Holders Change %
-1.27%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
102
Reduced
115
Closed
41
Calls
$4.61M
Puts
$4.21M
Net Calls
+$404K
Net Calls Change
-$14.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$67M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$23.3M
3
Victory Capital Management
Victory Capital Management
Texas
+$21.7M
4
KCM
Kennedy Capital Management
Missouri
+$12.9M
5
RP
Riverbridge Partners
Minnesota
+$12.3M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$19.7M
2
GTP
Global Thematic Partners
New York
-$17.9M
3
EIP
Epoch Investment Partners
New York
-$16.1M
4
GAM
Gotham Asset Management
New York
-$15.1M
5
Millennium Management
Millennium Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$205M +$67M +1,458,747 +40%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$5.89M +128,237 +4%
BFA
3
BlackRock Fund Advisors
California
$105M +$7.34M +159,935 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$76.2M +$23.3M +506,587 +36%
RP
5
Riverbridge Partners
Minnesota
$74.1M +$12.3M +267,643 +17%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$74.1M +$9.57M +208,523 +13%
State Street
7
State Street
Massachusetts
$64.8M +$616K +13,417 +0.8%
BIT
8
BlackRock Institutional Trust
California
$60.2M -$1.24M -27,023 -2%
EARNEST Partners
9
EARNEST Partners
Georgia
$55M +$241K +5,244 +0.4%
HA
10
Homestead Advisers
Virginia
$45.3M – – –
EIP
11
Epoch Investment Partners
New York
$40.7M -$16.1M -350,473 -26%
Northern Trust
12
Northern Trust
Illinois
$39.9M +$1.88M +40,884 +4%
ClearBridge Investments
13
ClearBridge Investments
New York
$39.5M +$1.17M +25,416 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32M +$80.6K +1,756 +0.2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$29.7M +$1.33K +29 +0%
IAMU
16
Impax Asset Management (UK)
United Kingdom
$27.7M +$1.91M +41,691 +6%
Bank of America
17
Bank of America
North Carolina
$26.8M -$4.07M -88,702 -12%
Citadel Advisors
18
Citadel Advisors
Florida
$23.9M +$8.13M +177,028 +42%
Deutsche Bank
19
Deutsche Bank
Germany
$22.4M +$1.84M +40,164 +8%
JAM
20
Jupiter Asset Management
United Kingdom
$22.3M -$1.19M -26,000 -4%
TAM
21
Trillium Asset Management
Massachusetts
$21.9M -$3.83M -83,380 -13%
CB
22
Cooke & Bieler
Pennsylvania
$21.9M -$4.89M -106,410 -16%
PHS
23
Pekin Hardy Strauss
Illinois
$19.8M -$874K -19,031 -4%
CI
24
Cambiar Investors
Colorado
$19.7M -$5.72M -124,507 -20%
ESCM
25
Echo Street Capital Management
New York
$19.2M -$3.72M -81,022 -14%
1
2 3 4 5

UNFI Hedge Fund Activity: Q3 2016 in Review

312 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2016, worth a combined $2B — down 14% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UNFI and 40 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 102 added.

The largest buyer was Fidelity Investments, adding an estimated $67M. The largest seller was Two Sigma Investments, cutting an estimated $19.7M.

  • 312 institutional investors held United Natural Foods (UNFI) as of Q3 2016, down from 316 in Q2 2016.
  • Funds reported $2B of United Natural Foods stock for Q3 2016, down 14% quarter-over-quarter.
  • 40 funds opened new United Natural Foods positions in Q3 2016 and 41 closed out, a net change of -1 holder.
  • The largest United Natural Foods buyer in Q3 2016 was Fidelity Investments, an estimated $67M added.
  • The largest United Natural Foods seller in Q3 2016 was Two Sigma Investments, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2016.