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United Natural Foods

190 hedge funds and large institutions have $423M invested in United Natural Foods in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $3.74M

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $388M → $423M (+$34.8M)

3.1% more ownership

Funds ownership: 82.86%85.95% (+3.1%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

1% more funds holding

Funds holding: 189190 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
190
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
61
Reduced
60
Closed
31
Calls
$6.78M
Puts
$3.74M
Net Calls
+$3.04M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$74.2M -$1.06M -133,681 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$55.5M -$584K -73,603 -1%
KP
3
Kiltearn Partners
United Kingdom
$38.1M -$1.94M -244,700 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.5M +$1.16M +146,655 +4%
State Street
5
State Street
Massachusetts
$16.6M +$838K +105,686 +6%
Invesco
6
Invesco
Georgia
$15.9M +$1.37M +172,506 +11%
PMG
7
Private Management Group
California
$14.2M +$12.3M +1,547,242 New
GFA
8
Gallagher Fiduciary Advisors
Illinois
$10.3M -$341K -42,986 -4%
V
9
ValueWorks
New York
$7.17M -$310K -39,155 -5%
IECM
10
Intrinsic Edge Capital Management
Illinois
$6.86M +$5.92M +746,898 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.79M +$417K +52,609 +8%
Millennium Management
12
Millennium Management
New York
$6.55M +$1.42M +178,522 +33%
Northern Trust
13
Northern Trust
Illinois
$6.46M +$98K +12,352 +2%
GC
14
GMT Capital
Georgia
$5.88M +$5.08M +640,079 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.72M -$692K -87,216 -12%
Goldman Sachs
16
Goldman Sachs
New York
$4.97M +$1.77M +223,087 +70%
Charles Schwab
17
Charles Schwab
California
$4.77M +$1.53M +192,800 +59%
N
18
Nuveen
North Carolina
$4.43M -$1.01M -127,607 -21%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$4.39M -$1.9M -239,800 -33%
PCM
20
Prentice Capital Management
Connecticut
$4.32M +$3.73M +470,511 New
Prudential Financial
21
Prudential Financial
New Jersey
$4.17M -$1.71M -215,441 -32%
RCM
22
Redwood Capital Management
New York
$4.09M +$596K +75,121 +20%
JIM
23
Jupiter Investment Management
United Kingdom
$3.84M +$3.32M +418,475 New
Principal Financial Group
24
Principal Financial Group
Iowa
$3.72M -$156K -19,710 -5%
Morgan Stanley
25
Morgan Stanley
New York
$3.59M +$559K +70,469 +22%

UNFI Hedge Fund Activity: Q1 2020 in Review

190 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2020, worth a combined $423M — up 9% from $388M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UNFI positions and 31 closed out — a net gain of 5 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Private Management Group, opening a new position worth an estimated $12.3M. The largest seller was Fidelity Investments, exiting entirely with an estimated $9.93M sold.

  • 190 institutional investors held United Natural Foods (UNFI) as of Q1 2020, up from 189 in Q4 2019.
  • Funds reported $423M of United Natural Foods stock for Q1 2020, up 9% quarter-over-quarter.
  • 36 funds opened new United Natural Foods positions in Q1 2020 and 31 closed out, a net change of +5 holders.
  • The largest United Natural Foods buyer in Q1 2020 was Private Management Group, an estimated $12.3M added.
  • The largest United Natural Foods seller in Q1 2020 was Fidelity Investments, an estimated $9.93M sold.

Based on aggregated 13F filings for Q1 2020.