United Natural Foods
UNFI
273 hedge funds and large institutions have $2.05B invested in United Natural Foods in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 96 reducing their positions, and 51 closing their positions.
4.56% more ownership
Funds ownership: 105.71% → 110.27% (+4.6%)
3% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 96
6% less funds holding
Funds holding: 290 → 273 (-17)
11% less capital invested
Capital invested by funds: $2.31B → $2.05B (-$262M)
33% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 51
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
74% less call options, than puts
Call options by funds: $2M | Put options by funds: $7.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$81.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$37.7M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$37.4M |
| 4 |
Renaissance Technologies
New York
|
+$11.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$39.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$18.8M |
| 4 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$13.8M |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$13.7M |
UNFI Hedge Fund Activity: Q2 2017 in Review
273 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2017, worth a combined $2.05B — down 11% from $2.31B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of UNFI and 34 opened new positions — a net loss of 17 holders — while 96 trimmed existing stakes and 99 added.
The largest buyer was Kiltearn Partners, opening a new position worth an estimated $81.7M. The largest seller was ClearBridge Investments, cutting an estimated $39.5M.
- 273 institutional investors held United Natural Foods (UNFI) as of Q2 2017, down from 290 in Q1 2017.
- Funds reported $2.05B of United Natural Foods stock for Q2 2017, down 11% quarter-over-quarter.
- 34 funds opened new United Natural Foods positions in Q2 2017 and 51 closed out, a net change of -17 holders.
- The largest United Natural Foods buyer in Q2 2017 was Kiltearn Partners, an estimated $81.7M added.
- The largest United Natural Foods seller in Q2 2017 was ClearBridge Investments, an estimated $39.5M sold.
Based on aggregated 13F filings for Q2 2017.