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United Natural Foods

314 hedge funds and large institutions have $2.2B invested in United Natural Foods in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 87

1.23% more ownership

Funds ownership: 101.16%102.39% (+1.2%)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

1% more capital invested

Capital invested by funds: $2.19B → $2.2B (+$15.5M)

1% less funds holding

Funds holding: 316314 (-2)

40% less call options, than puts

Call options by funds: $5.97M | Put options by funds: $9.94M

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
7.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
123
Reduced
87
Closed
36
Calls
$5.97M
Puts
$9.94M
Net Calls
-$3.97M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$251M +$15M +340,578 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$198M +$7.63M +172,960 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$176M -$4.66M -105,590 -2%
KP
4
Kiltearn Partners
United Kingdom
$174M -$4.43M -100,500 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$85.6M -$32.3M -732,550 -27%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$78.3M -$6.2M -140,615 -7%
EARNEST Partners
7
EARNEST Partners
Georgia
$75M -$460K -10,421 -0.6%
State Street
8
State Street
Massachusetts
$69.6M -$3.33M -75,551 -4%
RP
9
Riverbridge Partners
Minnesota
$62M -$4.7M -106,496 -7%
Ameriprise
10
Ameriprise
Minnesota
$41.5M +$1.22M +27,594 +3%
Bank of America
11
Bank of America
North Carolina
$38.6M +$2.1M +47,510 +6%
Goldman Sachs
12
Goldman Sachs
New York
$38.5M +$14.3M +324,487 +56%
Northern Trust
13
Northern Trust
Illinois
$38.1M +$2.11M +47,830 +6%
Norges Bank
14
Norges Bank
Norway
$34.1M
IAMU
15
Impax Asset Management (UK)
United Kingdom
$32.6M +$133K +3,021 +0.4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$30.1M -$110K -2,501 -0.4%
JP Morgan Chase
17
JP Morgan Chase
New York
$24.8M +$17.5M +397,717 +218%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.2M -$5.93M -134,435 -20%
CB
19
Cooke & Bieler
Pennsylvania
$22.4M +$904K +20,490 +4%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$22.4M +$17.1M +386,497 +281%
HRCM
21
Hood River Capital Management
Florida
$22.2M +$4.94M +112,033 +27%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$21.4M +$1.38M +31,310 +7%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$20.3M +$4.16M +94,291 +25%
GI
24
GAMCO Investors
Connecticut
$19.8M -$769K -17,418 -4%
TSW
25
Thompson Siegel & Walmsley
Virginia
$19.7M -$4.1M -92,817 -17%

UNFI Hedge Fund Activity: Q2 2018 in Review

314 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2018, worth a combined $2.2B — up 0.71% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNFI positions and 36 closed out — a net gain of 2 holders — while 123 added to existing stakes and 87 trimmed.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $18.1M. The largest seller was Fidelity Investments, cutting an estimated $32.3M.

  • 314 institutional investors held United Natural Foods (UNFI) as of Q2 2018, down from 316 in Q1 2018.
  • Funds reported $2.2B of United Natural Foods stock for Q2 2018, up 0.71% quarter-over-quarter.
  • 38 funds opened new United Natural Foods positions in Q2 2018 and 36 closed out, a net change of +2 holders.
  • The largest United Natural Foods buyer in Q2 2018 was Dalton, Greiner, Hartman, Maher & Co, an estimated $18.1M added.
  • The largest United Natural Foods seller in Q2 2018 was Fidelity Investments, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2018.