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WFM

Whole Foods Market Inc
WFM

Delisted

WFM was delisted on the 25th of August, 2017.

565 hedge funds and large institutions have $20.7B invested in Whole Foods Market Inc in 2013 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 219 increasing their positions, 193 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

32% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 50

29% more capital invested

Capital invested by funds: $16.1B → $20.7B (+$4.62B)

13% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 193

2% more funds holding

Funds holding: 554565 (+11)

13% less call options, than puts

Call options by funds: $226M | Put options by funds: $261M

Holders
565
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
18.32%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.36%
New
66
Increased
219
Reduced
193
Closed
50
Calls
$226M
Puts
$261M
Net Calls
-$34.4M
Net Calls Change
+$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
226
Strategic Capital Group
Washington
$3.14M +$580K +10,503 +24%
LPL Financial
227
LPL Financial
California
$3.13M -$697K -12,632 -20%
CAM
228
Capstone Asset Management
Texas
$3.13M +$8.83K +160 +0.3%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$3.1M +$59K +1,069 +2%
SSWM
230
Sheets Smith Wealth Management
North Carolina
$3.08M
CWM
231
Cabot Wealth Management
Massachusetts
$3.04M -$23.2K -421 -0.8%
NPF
232
Norris Perne & French
Michigan
$3.02M +$61.7K +1,118 +2%
ERSOT
233
Employees Retirement System of Texas
Texas
$2.99M +$24.8K +450 +0.9%
SONJCPFA
234
State of New Jersey Common Pension Fund A
New Jersey
$2.92M
TMAM
235
Tokio Marine Asset Management
Japan
$2.85M -$144K -2,610 -5%
GIA
236
Gateway Investment Advisers
Ohio
$2.84M +$154K +2,796 +6%
RFC
237
Russell Frank Company
Washington
$2.79M -$6.4M -115,868 -71%
CYG
238
Clean Yield Group
Vermont
$2.75M
BWP
239
Baldwin Wealth Partners
Massachusetts
$2.74M -$46.4K -841 -2%
BA
240
BlackRock Advisors
Delaware
$2.73M +$12.5K +226 +0.5%
Fisher Asset Management
241
Fisher Asset Management
Washington
$2.73M +$190K +3,443 +8%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$2.7M +$611K +11,060 +31%
SI
243
Stephens Inc
Arkansas
$2.69M +$701K +12,696 +38%
Janus Henderson Group
244
Janus Henderson Group
United Kingdom
$2.64M
NEI
245
Northwest & Ethical Investments
Ontario, Canada
$2.6M
JMPWA
246
JP Morgan Private Wealth Advisors
California
$2.58M +$440K +7,973 +22%
PFPT
247
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.54M +$73.7K +1,334 +3%
BCM
248
Bridgeway Capital Management
Texas
$2.53M -$585K -10,600 -20%
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$2.49M -$149K -2,698 -6%
Zurich Cantonal Bank
250
Zurich Cantonal Bank
Switzerland
$2.48M -$12.5M -225,664 -84%

WFM Hedge Fund Activity: Q3 2013 in Review

565 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q3 2013, worth a combined $20.7B — up 29% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WFM positions and 50 closed out — a net gain of 16 holders — while 219 added to existing stakes and 193 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $219M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.3M.

  • 565 institutional investors held Whole Foods Market Inc (WFM) as of Q3 2013, up from 554 in Q2 2013.
  • Funds reported $20.7B of Whole Foods Market Inc stock for Q3 2013, up 29% quarter-over-quarter.
  • 66 funds opened new Whole Foods Market Inc positions in Q3 2013 and 50 closed out, a net change of +16 holders.
  • The largest Whole Foods Market Inc buyer in Q3 2013 was Goldman Sachs, an estimated $219M added.
  • The largest Whole Foods Market Inc seller in Q3 2013 was T. Rowe Price Associates, an estimated $89.3M sold.

Based on aggregated 13F filings for Q3 2013.