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United Natural Foods

224 hedge funds and large institutions have $605M invested in United Natural Foods in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

1.18% less ownership

Funds ownership: 89.66%88.49% (-1.2%)

8% less funds holding

Funds holding: 243224 (-19)

30% less capital invested

Capital invested by funds: $865M → $605M (-$260M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 42

61% less call options, than puts

Call options by funds: $7.07M | Put options by funds: $17.9M

Holders
224
Holders Change
-19
Holders Change %
-7.82%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
82
Reduced
83
Closed
42
Calls
$7.07M
Puts
$17.9M
Net Calls
-$10.9M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$77K +5,300 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.2M +$4.66M +321,020 +4%
Invesco
3
Invesco
Georgia
$39.9M +$10.9M +748,761 +28%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.8M -$2M -137,732 -4%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$33.2M +$5.01M +344,752 +14%
State Street
6
State Street
Massachusetts
$27.8M +$458K +31,518 +1%
Prudential Financial
7
Prudential Financial
New Jersey
$19.6M +$1.26M +86,850 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.9M +$466K +32,059 +3%
TC
9
Towle & Co
Colorado
$14.8M +$11.9M +818,014 +175%
PMG
10
Private Management Group
California
$13.6M +$5.54M +381,396 +47%
American Century Companies
11
American Century Companies
Missouri
$11.8M +$3.43M +236,111 +30%
HB
12
Hauser Brothers
Germany
$10.3M +$1.1M +75,797 +9%
Charles Schwab
13
Charles Schwab
California
$9.62M +$1.33M +91,551 +12%
Morgan Stanley
14
Morgan Stanley
New York
$8.87M -$23.7M -1,634,122 -68%
BCM
15
Bridgeway Capital Management
Texas
$8.45M +$242K +16,625 +2%
Northern Trust
16
Northern Trust
Illinois
$7.39M +$38.8K +2,672 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.84M -$333K -22,890 -4%
N
18
Nuveen
North Carolina
$5.65M -$1.37M -94,554 -16%
V
19
ValueWorks
New York
$5.57M +$20.1K +1,380 +0.3%
JIM
20
JCP Investment Management
Texas
$5.4M
Goldman Sachs
21
Goldman Sachs
New York
$5.16M +$1.61M +111,094 +33%
Millennium Management
22
Millennium Management
New York
$4.93M -$7.92M -545,367 -56%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.81M -$2.2M -151,325 -27%
Federated Hermes
24
Federated Hermes
Pennsylvania
$4.45M -$3.93M -270,458 -41%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$3.95M +$2.68M +184,219 +115%

UNFI Hedge Fund Activity: Q1 2024 in Review

224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q1 2024, worth a combined $605M — down 30% from $865M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of UNFI and 26 opened new positions — a net loss of 16 holders — while 83 trimmed existing stakes and 82 added.

The largest buyer was Towle & Co, adding an estimated $11.9M. The largest seller was Morgan Stanley, cutting an estimated $23.7M.

  • 224 institutional investors held United Natural Foods (UNFI) as of Q1 2024, down from 243 in Q4 2023.
  • Funds reported $605M of United Natural Foods stock for Q1 2024, down 30% quarter-over-quarter.
  • 26 funds opened new United Natural Foods positions in Q1 2024 and 42 closed out, a net change of -16 holders.
  • The largest United Natural Foods buyer in Q1 2024 was Towle & Co, an estimated $11.9M added.
  • The largest United Natural Foods seller in Q1 2024 was Morgan Stanley, an estimated $23.7M sold.

Based on aggregated 13F filings for Q1 2024.