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United Natural Foods

206 hedge funds and large institutions have $447M invested in United Natural Foods in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 54

1.02% less ownership

Funds ownership: 95.62%94.61% (-1%)

10% less funds holding

Funds holding: 230206 (-24)

30% less capital invested

Capital invested by funds: $642M → $447M (-$195M)

46% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 41

58% less call options, than puts

Call options by funds: $2.29M | Put options by funds: $5.46M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-24
Holders Change %
-10.43%
% of All Funds
4.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
90
Reduced
54
Closed
41
Calls
$2.29M
Puts
$5.46M
Net Calls
-$3.17M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$69.5M +$2.76M +240,001 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.8M +$5.87M +509,989 +10%
KP
3
Kiltearn Partners
United Kingdom
$46.7M -$5.34M -464,200 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.4M -$249K -21,667 -0.5%
Bank of America
5
Bank of America
North Carolina
$21.4M +$19.5M +1,697,419 +247%
TC
6
Towle & Co
Colorado
$17.9M +$5.03M +436,960 +28%
State Street
7
State Street
Massachusetts
$15.3M +$1.24M +107,877 +7%
Invesco
8
Invesco
Georgia
$11.1M +$8.82M +766,843 +163%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$10.5M -$403 -35 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.54M +$1.44M +125,529 +15%
TSW
11
Thompson Siegel & Walmsley
Virginia
$8.35M +$2.25M +195,893 +27%
Prudential Financial
12
Prudential Financial
New Jersey
$7.85M +$442K +38,429 +5%
Norges Bank
13
Norges Bank
Norway
$7.76M
Two Sigma Investments
14
Two Sigma Investments
New York
$7.73M +$1.92M +167,153 +24%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$6.74M +$161K +14,000 +2%
Northern Trust
16
Northern Trust
Illinois
$6.07M +$211K +18,366 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.77M -$998K -86,815 -12%
V
18
ValueWorks
New York
$5.61M +$878K +76,310 +14%
EARNEST Partners
19
EARNEST Partners
Georgia
$5.55M -$8.38M -728,470 -54%
Renaissance Technologies
20
Renaissance Technologies
New York
$5.15M +$6.45M +561,112 +4,283%
N
21
Nuveen
North Carolina
$4.76M +$6.1M +530,217 New
Goldman Sachs
22
Goldman Sachs
New York
$4.73M -$7.78M -676,344 -56%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.83M +$95.8K +8,333 +2%
RCM
24
Redwood Capital Management
New York
$3.32M
PPA
25
Parametric Portfolio Associates
Washington
$3.19M -$495K -43,047 -11%

UNFI Hedge Fund Activity: Q2 2019 in Review

206 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2019, worth a combined $447M — down 30% from $642M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of UNFI and 22 opened new positions — a net loss of 19 holders — while 54 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $19.5M. The largest seller was EARNEST Partners, cutting an estimated $8.38M.

  • 206 institutional investors held United Natural Foods (UNFI) as of Q2 2019, down from 230 in Q1 2019.
  • Funds reported $447M of United Natural Foods stock for Q2 2019, down 30% quarter-over-quarter.
  • 22 funds opened new United Natural Foods positions in Q2 2019 and 41 closed out, a net change of -19 holders.
  • The largest United Natural Foods buyer in Q2 2019 was Bank of America, an estimated $19.5M added.
  • The largest United Natural Foods seller in Q2 2019 was EARNEST Partners, an estimated $8.38M sold.

Based on aggregated 13F filings for Q2 2019.