We are live on ! Find out more
UNFI icon

United Natural Foods

230 hedge funds and large institutions have $642M invested in United Natural Foods in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $560M → $642M (+$82.2M)

6% less call options, than puts

Call options by funds: $6.35M | Put options by funds: $6.75M

3% less funds holding

Funds holding: 238230 (-8)

7.9% less ownership

Funds ownership: 103.53%95.62% (-7.9%)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
230
Holders Change
-8
Holders Change %
-3.36%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
91
Reduced
67
Closed
45
Calls
$6.35M
Puts
$6.75M
Net Calls
-$398K
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$99.2M -$228K -16,899 -0.2%
KP
2
Kiltearn Partners
United Kingdom
$74.9M +$12.7M +942,086 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.6M -$4.47M -331,238 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$56.9M +$1.37M +101,400 +2%
State Street
5
State Street
Massachusetts
$21.1M +$2.37M +175,501 +12%
TC
6
Towle & Co
Colorado
$20.7M +$496K +36,766 +2%
EARNEST Partners
7
EARNEST Partners
Georgia
$17.8M -$4.91M -363,559 -21%
Goldman Sachs
8
Goldman Sachs
New York
$15.9M +$8.56M +634,621 +111%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$15.5M -$1.55K -115 -0%
Norges Bank
10
Norges Bank
Norway
$11.4M
Prudential Financial
11
Prudential Financial
New Jersey
$11.1M +$3.54M +262,447 +46%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.9M +$649K +48,071 +6%
RA
13
Royce & Associates
New York
$10.5M +$1.47M +108,959 +16%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$9.75M -$1.15M -85,100 -10%
TSW
15
Thompson Siegel & Walmsley
Virginia
$9.72M -$593K -43,939 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.65M +$846K +62,675 +9%
Two Sigma Investments
17
Two Sigma Investments
New York
$9.19M -$5.71M -422,974 -38%
Bank of America
18
Bank of America
North Carolina
$9.07M +$1.69M +125,043 +22%
Northern Trust
19
Northern Trust
Illinois
$8.7M -$67.8K -5,027 -0.8%
V
20
ValueWorks
New York
$7.26M +$842K +62,380 +13%
Invesco
21
Invesco
Georgia
$6.24M -$322K -23,896 -5%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.53M -$246K -18,236 -4%
O
23
OppenheimerFunds
New York
$5.34M -$871K -64,526 -14%
PPA
24
Parametric Portfolio Associates
Washington
$5.27M +$2M +147,998 +59%
Wells Fargo
25
Wells Fargo
California
$5.27M -$2.9M -214,756 -35%

UNFI Hedge Fund Activity: Q1 2019 in Review

230 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2019, worth a combined $642M — up 15% from $560M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UNFI and 38 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 91 added.

The largest buyer was Kiltearn Partners, adding an estimated $12.7M. The largest seller was Morgan Stanley, cutting an estimated $18.3M.

  • 230 institutional investors held United Natural Foods (UNFI) as of Q1 2019, down from 238 in Q4 2018.
  • Funds reported $642M of United Natural Foods stock for Q1 2019, up 15% quarter-over-quarter.
  • 38 funds opened new United Natural Foods positions in Q1 2019 and 45 closed out, a net change of -7 holders.
  • The largest United Natural Foods buyer in Q1 2019 was Kiltearn Partners, an estimated $12.7M added.
  • The largest United Natural Foods seller in Q1 2019 was Morgan Stanley, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2019.