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WFM

Whole Foods Market Inc
WFM

Delisted

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

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617 hedge funds and large institutions have $11.2B invested in Whole Foods Market Inc in 2017 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 151 increasing their positions, 261 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more funds holding in top 10

Funds holding in top 10: 5 → 18 (+13)

158% more call options, than puts

Call options by funds: $812M | Put options by funds: $315M

34% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 107

30% more capital invested

Capital invested by funds: $8.66B → $11.2B (+$2.59B)

5% more funds holding

Funds holding: 587 → 617 (+30)

42% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 261

Holders
617
Holders Change
+30
Holders Change %
+5.11%
% of All Funds
15.38%
Holding in Top 10
18
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+260%
% of All Funds
0.45%
New
143
Increased
151
Reduced
261
Closed
107
Calls
$812M
Puts
$315M
Net Calls
+$497M
Net Calls Change
+$367M

Top Buyers

1
JP
Jana Partners
New York
+$328M
2
PRCM
Pine River Capital Management
Minnesota
+$211M
3
SC
Sculptor Capital
New York
+$127M
4
NI
Nuance Investments
Missouri
+$88.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$76.9M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$329M
2
Goldman Sachs
Goldman Sachs
New York
-$245M
3
BlackRock
BlackRock
New York
-$218M
4
Parnassus Investments
Parnassus Investments
California
-$180M
5
SGA
Sustainable Growth Advisers
Connecticut
-$175M
Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
226
Capital Investment Counsel Inc
North Carolina
$3.01M -$1.36M -37,247 -34%
KBC Group
227
KBC Group
Belgium
$2.96M -$10.8M -295,437 -81%
CYG
228
Clean Yield Group
Vermont
$2.95M -$733K -20,131 -22%
WAM
229
Wolverine Asset Management
Illinois
$2.93M +$1.18M +32,320 +87%
HIMCH
230
Hartford Investment Management Co (HIMCO)
Connecticut
$2.93M -$92.7K -2,544 -4%
ICM
231
Ionic Capital Management
New York
$2.86M +$2.48M +68,000 New
CC
232
Cognios Capital
Kansas
$2.82M +$2.44M +67,024 New
KC
233
Kellner Capital
New York
$2.81M +$2.43M +66,800 New
RMCM
234
Reynders McVeigh Capital Management
Massachusetts
$2.81M +$73.6K +2,020 +3%
Assenagon Asset Management
235
Assenagon Asset Management
Luxembourg
$2.74M -$2.34M -64,346 -50%
AIM
236
Achmea Investment Management
Netherlands
$2.74M +$450K +12,348 +23%
AIA
237
AIMZ Investment Advisors
California
$2.7M -$14.2K -390 -0.6%
CS
238
Candriam SCA
Luxembourg
$2.7M +$1.46M +40,000 +165%
DCM
239
Dupont Capital Management
Delaware
$2.67M +$2.31M +63,528 New
MTIM
240
Marathon Trading Investment Management
Pennsylvania
$2.66M +$2.3M +63,180 New
RFC
241
Regions Financial Corp
Alabama
$2.65M -$7.72M -211,931 -77%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$2.65M -$793K -21,786 -26%
PAM
243
Panagora Asset Management
Massachusetts
$2.59M +$1.05M +28,784 +88%
EIM
244
ExxonMobil Investment Management
Texas
$2.58M -$342K -9,386 -13%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$2.56M -$5.32K -146 -0.2%
SOADOR
246
State of Alaska Department of Revenue
Alaska
$2.54M +$162K +4,458 +8%
ID
247
Integral Derivatives
New York
$2.5M +$2.17M +59,491 New
KWILP
248
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.49M -$1.19M -32,655 -36%
WA
249
Wasatch Advisors
Utah
$2.48M -$5.54M -152,104 -72%
CG
250
Colony Group
Massachusetts
$2.47M +$209K +5,741 +11%
8 9
10
11 12

WFM Hedge Fund Activity: Q2 2017 in Review

617 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q2 2017, worth a combined $11.2B — up 30% from $8.66B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new WFM positions and 107 closed out — a net gain of 36 holders — while 151 added to existing stakes and 261 trimmed.

The largest buyer was Jana Partners, adding an estimated $328M. The largest seller was Select Equity Group, cutting an estimated $329M.

  • 617 institutional investors held Whole Foods Market Inc (WFM) as of Q2 2017, up from 587 in Q1 2017.
  • Funds reported $11.2B of Whole Foods Market Inc stock for Q2 2017, up 30% quarter-over-quarter.
  • 143 funds opened new Whole Foods Market Inc positions in Q2 2017 and 107 closed out, a net change of +36 holders.
  • The largest Whole Foods Market Inc buyer in Q2 2017 was Jana Partners, an estimated $328M added.
  • The largest Whole Foods Market Inc seller in Q2 2017 was Select Equity Group, an estimated $329M sold.

Based on aggregated 13F filings for Q2 2017.