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United Natural Foods

291 hedge funds and large institutions have $2.37B invested in United Natural Foods in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $682K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

98.15% more ownership

Funds ownership: 0%98.15% (+98%)

18% more capital invested

Capital invested by funds: $2B → $2.37B (+$365M)

2% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 106

7% less funds holding

Funds holding: 312291 (-21)

27% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 48

Holders
291
Holders Change
-21
Holders Change %
-6.73%
% of All Funds
7.28%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
35
Increased
104
Reduced
106
Closed
48
Calls
$1.73M
Puts
$682K
Net Calls
+$1.05M
Net Calls Change
+$646K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$270M +$23.2M +517,680 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M +$14.9M +331,116 +9%
BFA
3
BlackRock Fund Advisors
California
$145M +$18.9M +421,833 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$119M +$26.3M +584,991 +31%
RP
5
Riverbridge Partners
Minnesota
$119M +$28.5M +635,735 +34%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$97.2M +$8.37M +186,511 +10%
State Street
7
State Street
Massachusetts
$74.7M -$2.43M -54,225 -3%
BIT
8
BlackRock Institutional Trust
California
$73.9M +$2.01M +44,732 +3%
EARNEST Partners
9
EARNEST Partners
Georgia
$60.4M -$4.82M -107,272 -8%
HA
10
Homestead Advisers
Virginia
$54M
ClearBridge Investments
11
ClearBridge Investments
New York
$46.8M -$216K -4,805 -0.5%
IAMU
12
Impax Asset Management (UK)
United Kingdom
$42.2M +$8.62M +191,896 +28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$42M +$3.64M +80,986 +10%
Northern Trust
14
Northern Trust
Illinois
$41.7M -$5.55M -123,589 -12%
Bank of America
15
Bank of America
North Carolina
$36.8M +$4.57M +101,702 +15%
Fisher Asset Management
16
Fisher Asset Management
Washington
$34.2M -$1.09M -24,188 -3%
Ameriprise
17
Ameriprise
Minnesota
$30.7M +$22.5M +501,251 +352%
CB
18
Cooke & Bieler
Pennsylvania
$30M +$3.67M +81,790 +15%
Norges Bank
19
Norges Bank
Norway
$26.6M +$2.86M +63,797 +13%
CI
20
Cambiar Investors
Colorado
$23.5M +$61.4K +1,367 +0.3%
PHS
21
Pekin Hardy Strauss
Illinois
$23.4M -$155K -3,453 -0.7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$22M +$1.23M +27,392 +6%
Victory Capital Management
23
Victory Capital Management
Texas
$21.9M -$732K -16,301 -3%
TSW
24
Thompson Siegel & Walmsley
Virginia
$21.7M +$11.9M +264,857 +140%
IAMA
25
Impax Asset Management (AIFM)
United Kingdom
$20.8M +$3.99M +88,814 +26%

UNFI Hedge Fund Activity: Q4 2016 in Review

291 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q4 2016, worth a combined $2.37B — up 18% from $2B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UNFI and 35 opened new positions — a net loss of 13 holders — while 106 trimmed existing stakes and 104 added.

The largest buyer was Riverbridge Partners, adding an estimated $28.5M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $40.7M sold.

  • 291 institutional investors held United Natural Foods (UNFI) as of Q4 2016, down from 312 in Q3 2016.
  • Funds reported $2.37B of United Natural Foods stock for Q4 2016, up 18% quarter-over-quarter.
  • 35 funds opened new United Natural Foods positions in Q4 2016 and 48 closed out, a net change of -13 holders.
  • The largest United Natural Foods buyer in Q4 2016 was Riverbridge Partners, an estimated $28.5M added.
  • The largest United Natural Foods seller in Q4 2016 was Epoch Investment Partners, an estimated $40.7M sold.

Based on aggregated 13F filings for Q4 2016.