We are live on ! Find out more
UNFI icon

United Natural Foods

234 hedge funds and large institutions have $1.62B invested in United Natural Foods in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 64 increasing their positions, 80 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more capital invested

Capital invested by funds: $772M → $1.62B (+$844M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

10% more funds holding

Funds holding: 213234 (+21)

1.34% more ownership

Funds ownership: 85.95%87.29% (+1.3%)

20% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 80

34% less call options, than puts

Call options by funds: $61.7M | Put options by funds: $93.9M

Holders
234
Holders Change
+21
Holders Change %
+9.86%
% of All Funds
4.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
56
Increased
64
Reduced
80
Closed
33
Calls
$61.7M
Puts
$93.9M
Net Calls
-$32.2M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$304M +$17M +610,906 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$205M +$4.75M +170,558 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$134M -$740K -26,563 -0.6%
KP
4
Kiltearn Partners
United Kingdom
$120M -$1.63M -58,405 -2%
State Street
5
State Street
Massachusetts
$60.3M +$1.49M +53,588 +3%
PMG
6
Private Management Group
California
$47.3M -$8.07M -289,609 -17%
SAM
7
Soviero Asset Management
New York
$44.8M +$30.9M +1,110,000 +444%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$41.8M +$35.3M +1,267,794 New
Ameriprise
9
Ameriprise
Minnesota
$34.2M -$3.4M -122,047 -11%
Renaissance Technologies
10
Renaissance Technologies
New York
$32.4M +$23.5M +843,700 +608%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.1M +$4.14M +148,660 +18%
Invesco
12
Invesco
Georgia
$30.8M -$2.57M -92,429 -9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$27.5M -$1.82M -65,354 -7%
N
14
Nuveen
North Carolina
$25.8M +$275K +9,865 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25M +$1.38M +49,692 +7%
GLA
16
Great Lakes Advisors
Illinois
$24.7M +$1.64M +58,985 +9%
Northern Trust
17
Northern Trust
Illinois
$22.4M -$734K -26,339 -4%
V
18
ValueWorks
New York
$20.8M -$40.1K -1,439 -0.2%
Charles Schwab
19
Charles Schwab
California
$20.3M -$2.52M -90,362 -13%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$16.8M +$14.2M +508,835 New
Morgan Stanley
21
Morgan Stanley
New York
$16.5M +$1.49M +53,358 +12%
Goldman Sachs
22
Goldman Sachs
New York
$15.2M +$2.73M +98,065 +27%
BCM
23
Bridgeway Capital Management
Texas
$13.6M +$1.33M +47,700 +13%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.7M +$7.21K +259 +0.1%
SM
25
Senvest Management
New York
$12.6M +$10.6M +381,637 New

UNFI Hedge Fund Activity: Q1 2021 in Review

234 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2021, worth a combined $1.62B — up 109% from $772M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UNFI positions and 33 closed out — a net gain of 23 holders — while 64 added to existing stakes and 80 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $35.3M. The largest seller was Prentice Capital Management, cutting an estimated $37.4M.

  • 234 institutional investors held United Natural Foods (UNFI) as of Q1 2021, up from 213 in Q4 2020.
  • Funds reported $1.62B of United Natural Foods stock for Q1 2021, up 109% quarter-over-quarter.
  • 56 funds opened new United Natural Foods positions in Q1 2021 and 33 closed out, a net change of +23 holders.
  • The largest United Natural Foods buyer in Q1 2021 was Mackenzie Financial, an estimated $35.3M added.
  • The largest United Natural Foods seller in Q1 2021 was Prentice Capital Management, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2021.