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United Natural Foods

238 hedge funds and large institutions have $560M invested in United Natural Foods in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 80 increasing their positions, 80 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.84% more ownership

Funds ownership: 100.69%103.53% (+2.8%)

0% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 80

13% less funds holding

Funds holding: 274238 (-36)

43% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 81

63% less capital invested

Capital invested by funds: $1.52B → $560M (-$960M)

80% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $17.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
-36
Holders Change %
-13.14%
% of All Funds
5.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
80
Reduced
80
Closed
81
Calls
$3.66M
Puts
$17.9M
Net Calls
-$14.2M
Net Calls Change
-$8.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$79.7M +$29.3M +1,393,591 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.9M +$14.6M +696,671 +15%
KP
3
Kiltearn Partners
United Kingdom
$50M +$5.2M +247,146 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.5M +$390K +18,551 +0.4%
EARNEST Partners
5
EARNEST Partners
Georgia
$18.1M -$991K -47,119 -3%
TC
6
Towle & Co
Colorado
$16.2M +$32.1M +1,526,771 New
Morgan Stanley
7
Morgan Stanley
New York
$15.1M +$19.5M +929,642 +186%
State Street
8
State Street
Massachusetts
$15M -$5.3M -252,069 -15%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$12.4M -$24.6M -1,169,558 -50%
Two Sigma Investments
10
Two Sigma Investments
New York
$11.8M +$17M +807,104 +260%
Deutsche Bank
11
Deutsche Bank
Germany
$10.7M +$12.5M +596,143 +143%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$10.4M +$10M +477,794 +95%
Norges Bank
13
Norges Bank
Norway
$9.16M
Renaissance Technologies
14
Renaissance Technologies
New York
$9.13M +$11.4M +543,300 +171%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$8.71M +$15.2M +725,000 +743%
TSW
16
Thompson Siegel & Walmsley
Virginia
$8.25M -$2.66M -126,682 -14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.24M +$3.1M +147,358 +23%
RA
18
Royce & Associates
New York
$7.28M -$92.4K -4,393 -0.6%
Citadel Advisors
19
Citadel Advisors
Florida
$7.09M +$300K +14,275 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$7.07M -$244K -11,617 -2%
Northern Trust
21
Northern Trust
Illinois
$7.02M -$2.91M -138,236 -17%
Wells Fargo
22
Wells Fargo
California
$6.49M +$2.81M +133,602 +28%
Prudential Financial
23
Prudential Financial
New Jersey
$6.08M +$11.3M +539,546 +1,560%
Goldman Sachs
24
Goldman Sachs
New York
$6.03M +$5.72M +272,177 +92%
Bank of America
25
Bank of America
North Carolina
$5.95M -$6.4M -304,230 -35%

UNFI Hedge Fund Activity: Q4 2018 in Review

238 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q4 2018, worth a combined $560M — down 63% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of UNFI and 46 opened new positions — a net loss of 35 holders — while 80 trimmed existing stakes and 80 added.

The largest buyer was Towle & Co, opening a new position worth an estimated $32.1M. The largest seller was Millennium Management, exiting entirely with an estimated $28.1M sold.

  • 238 institutional investors held United Natural Foods (UNFI) as of Q4 2018, down from 274 in Q3 2018.
  • Funds reported $560M of United Natural Foods stock for Q4 2018, down 63% quarter-over-quarter.
  • 46 funds opened new United Natural Foods positions in Q4 2018 and 81 closed out, a net change of -35 holders.
  • The largest United Natural Foods buyer in Q4 2018 was Towle & Co, an estimated $32.1M added.
  • The largest United Natural Foods seller in Q4 2018 was Millennium Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2018.