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United Natural Foods

259 hedge funds and large institutions have $1.37B invested in United Natural Foods in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14.3M

0.84% less ownership

Funds ownership: 88.61%87.78% (-0.84%)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

8% less funds holding

Funds holding: 282259 (-23)

27% less capital invested

Capital invested by funds: $1.88B → $1.37B (-$505M)

33% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 58

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
259
Holders Change
-23
Holders Change %
-8.16%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
82
Reduced
90
Closed
58
Calls
$18.1M
Puts
$14.3M
Net Calls
+$3.79M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M +$3.97M +108,806 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M +$3.08M +84,455 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$117M -$543K -14,892 -0.3%
State Street
4
State Street
Massachusetts
$61.1M +$2.14M +58,583 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$46.3M +$6.69M +183,534 +12%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$44.6M -$1.81M -49,589 -3%
KP
7
Kiltearn Partners
United Kingdom
$42.9M -$18.9M -519,300 -24%
Invesco
8
Invesco
Georgia
$42.1M +$15.3M +418,663 +36%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$32.1M +$8.28M +227,060 +23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$30M +$2.74M +75,252 +7%
Brown Advisory
11
Brown Advisory
Maryland
$29.5M +$947K +25,994 +2%
Millennium Management
12
Millennium Management
New York
$21M +$17.3M +474,704 +147%
PMG
13
Private Management Group
California
$20.9M +$5.27M +144,680 +22%
Northern Trust
14
Northern Trust
Illinois
$19.6M +$336K +9,220 +1%
Morgan Stanley
15
Morgan Stanley
New York
$18.2M +$2.94M +80,690 +13%
Goldman Sachs
16
Goldman Sachs
New York
$17.6M -$8.25M -226,315 -25%
TC
17
Towle & Co
Colorado
$17.2M -$1M -27,560 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.3M +$98.1K +2,691 +0.4%
Charles Schwab
19
Charles Schwab
California
$14.7M -$1.79M -49,016 -8%
N
20
Nuveen
North Carolina
$14.5M -$535K -14,674 -3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$12.8M +$9.99M +273,999 +129%
Prudential Financial
22
Prudential Financial
New Jersey
$12.8M +$8.25M +226,485 +87%
V
23
ValueWorks
New York
$12.3M -$283K -7,765 -2%
BCM
24
Bridgeway Capital Management
Texas
$11.7M -$313K -8,575 -2%
JIM
25
JCP Investment Management
Texas
$11.5M +$2.33M +64,000 +17%

UNFI Hedge Fund Activity: Q1 2023 in Review

259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2023, worth a combined $1.37B — down 27% from $1.88B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNFI and 39 opened new positions — a net loss of 19 holders — while 90 trimmed existing stakes and 82 added.

The largest buyer was Millennium Management, adding an estimated $17.3M. The largest seller was Ameriprise, cutting an estimated $23.1M.

  • 259 institutional investors held United Natural Foods (UNFI) as of Q1 2023, down from 282 in Q4 2022.
  • Funds reported $1.37B of United Natural Foods stock for Q1 2023, down 27% quarter-over-quarter.
  • 39 funds opened new United Natural Foods positions in Q1 2023 and 58 closed out, a net change of -19 holders.
  • The largest United Natural Foods buyer in Q1 2023 was Millennium Management, an estimated $17.3M added.
  • The largest United Natural Foods seller in Q1 2023 was Ameriprise, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2023.