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United Natural Foods

222 hedge funds and large institutions have $699M invested in United Natural Foods in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 69 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 69

16% more capital invested

Capital invested by funds: $605M → $699M (+$94.5M)

1.28% more ownership

Funds ownership: 88.49%89.77% (+1.3%)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

1% less funds holding

Funds holding: 224222 (-2)

41% less call options, than puts

Call options by funds: $9.16M | Put options by funds: $15.5M

Holders
222
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
82
Reduced
69
Closed
41
Calls
$9.16M
Puts
$15.5M
Net Calls
-$6.36M
Net Calls Change
+$4.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$126M -$1.96M -174,306 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$107M +$6.37M +567,226 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.2M -$3.46M -308,291 -9%
Invesco
4
Invesco
Georgia
$39.3M -$5.29M -471,422 -14%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$37.8M -$60K -5,340 -0.2%
State Street
6
State Street
Massachusetts
$30.8M -$764K -68,037 -3%
PMG
7
Private Management Group
California
$23.2M +$6.59M +587,163 +49%
Prudential Financial
8
Prudential Financial
New Jersey
$19.4M -$2.54M -226,050 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.6M +$569K +50,666 +4%
TC
10
Towle & Co
Colorado
$16.9M +$73.5K +6,545 +0.5%
American Century Companies
11
American Century Companies
Missouri
$16.6M +$2.67M +237,496 +23%
GCCM
12
Gate City Capital Management
Illinois
$14.2M +$12.2M +1,083,119 New
Morgan Stanley
13
Morgan Stanley
New York
$12.2M +$1.76M +156,680 +20%
HB
14
Hauser Brothers
Germany
$11.9M +$159K +14,185 +2%
Goldman Sachs
15
Goldman Sachs
New York
$10.9M +$4.3M +382,805 +85%
Charles Schwab
16
Charles Schwab
California
$10.5M -$389K -34,589 -4%
N
17
Nuveen
North Carolina
$8.44M +$1.71M +152,380 +31%
Northern Trust
18
Northern Trust
Illinois
$8.36M -$60.9K -5,424 -0.8%
V
19
ValueWorks
New York
$6.58M +$200K +17,785 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.58M -$73.6K -6,552 -1%
BCM
21
Bridgeway Capital Management
Texas
$6.33M -$2.83M -251,777 -34%
JIM
22
JCP Investment Management
Texas
$6.16M
RAM
23
Readystate Asset Management
Illinois
$4.72M +$1.19M +106,234 +42%
PAM
24
Panagora Asset Management
Massachusetts
$4.49M +$148K +13,165 +4%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$3.85M +$1.87M +166,664 +131%

UNFI Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in United Natural Foods (UNFI) for Q2 2024, worth a combined $699M — up 16% from $605M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UNFI positions and 41 closed out — a net gain of 1 holder — while 82 added to existing stakes and 69 trimmed.

The largest buyer was Gate City Capital Management, opening a new position worth an estimated $12.2M. The largest seller was Invesco, cutting an estimated $5.29M.

  • 222 institutional investors held United Natural Foods (UNFI) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $699M of United Natural Foods stock for Q2 2024, up 16% quarter-over-quarter.
  • 42 funds opened new United Natural Foods positions in Q2 2024 and 41 closed out, a net change of +1 holder.
  • The largest United Natural Foods buyer in Q2 2024 was Gate City Capital Management, an estimated $12.2M added.
  • The largest United Natural Foods seller in Q2 2024 was Invesco, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2024.