We are live on ! Find out more
UNFI icon

United Natural Foods

229 hedge funds and large institutions have $741M invested in United Natural Foods in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

0.06% more ownership

Funds ownership: 89.7%89.76% (+0.06%)

8% less funds holding

Funds holding: 248229 (-19)

21% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $15.6M

28% less capital invested

Capital invested by funds: $1.03B → $741M (-$288M)

40% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 43

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
229
Holders Change
-19
Holders Change %
-7.66%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
85
Reduced
72
Closed
43
Calls
$12.3M
Puts
$15.6M
Net Calls
-$3.35M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M -$7.45M -380,636 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$105M +$5.43M +277,636 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51M -$3.6M -183,922 -5%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$45.5M +$21.6M +1,101,522 +52%
State Street
5
State Street
Massachusetts
$31.9M -$638K -32,600 -1%
Invesco
6
Invesco
Georgia
$28.8M +$3.91M +199,757 +11%
KP
7
Kiltearn Partners
United Kingdom
$26.2M +$2.08M +106,500 +6%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$24.2M +$15.5M +791,790 +86%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$22.8M +$511K +26,140 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.9M +$559K +28,587 +2%
Prudential Financial
11
Prudential Financial
New Jersey
$14.1M +$9.92M +506,870 +103%
JP Morgan Chase
12
JP Morgan Chase
New York
$12.5M -$689K -35,218 -4%
PMG
13
Private Management Group
California
$11.4M +$207K +10,603 +1%
Morgan Stanley
14
Morgan Stanley
New York
$11.1M +$194K +9,941 +1%
Northern Trust
15
Northern Trust
Illinois
$9.08M -$2.06M -105,238 -14%
Charles Schwab
16
Charles Schwab
California
$8.91M +$998K +51,028 +9%
TC
17
Towle & Co
Colorado
$8.64M -$1.71M -87,228 -12%
N
18
Nuveen
North Carolina
$8.29M +$441K +22,519 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.89M -$444K -22,687 -4%
American Century Companies
20
American Century Companies
Missouri
$7.87M +$1.63M +83,498 +18%
BCM
21
Bridgeway Capital Management
Texas
$7.61M +$297K +15,168 +3%
V
22
ValueWorks
New York
$6.89M +$382K +19,545 +4%
JIM
23
JCP Investment Management
Texas
$6.65M
BFA
24
Bragg Financial Advisors
North Carolina
$5.72M +$631K +32,255 +9%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$5.2M -$110K -5,618 -2%

UNFI Hedge Fund Activity: Q3 2023 in Review

229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q3 2023, worth a combined $741M — down 28% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UNFI and 26 opened new positions — a net loss of 17 holders — while 72 trimmed existing stakes and 85 added.

The largest buyer was Pacer Advisors, adding an estimated $21.6M. The largest seller was Fidelity Investments, cutting an estimated $23.7M.

  • 229 institutional investors held United Natural Foods (UNFI) as of Q3 2023, down from 248 in Q2 2023.
  • Funds reported $741M of United Natural Foods stock for Q3 2023, down 28% quarter-over-quarter.
  • 26 funds opened new United Natural Foods positions in Q3 2023 and 43 closed out, a net change of -17 holders.
  • The largest United Natural Foods buyer in Q3 2023 was Pacer Advisors, an estimated $21.6M added.
  • The largest United Natural Foods seller in Q3 2023 was Fidelity Investments, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2023.