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WFM

Whole Foods Market Inc
WFM

Delisted

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

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641 hedge funds and large institutions have $8.3B invested in Whole Foods Market Inc in 2016 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 194 increasing their positions, 247 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $7.72B → $8.3B (+$581M)

7% more funds holding

Funds holding: 601 → 641 (+40)

2% more call options, than puts

Call options by funds: $295M | Put options by funds: $290M

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

21% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 247

Holders
641
Holders Change
+40
Holders Change %
+6.66%
% of All Funds
16.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
108
Increased
194
Reduced
247
Closed
59
Calls
$295M
Puts
$290M
Net Calls
+$4.6M
Net Calls Change
+$25M

Top Buyers

1
O
OppenheimerFunds
New York
+$63.9M
2
Parnassus Investments
Parnassus Investments
California
+$57.8M
3
Millennium Management
Millennium Management
New York
+$51.4M
4
Select Equity Group
Select Equity Group
New York
+$35.5M
5
Norges Bank
Norges Bank
Norway
+$28.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Victory Capital Management
Victory Capital Management
Texas
-$81.3M
4
Invesco
Invesco
Georgia
-$68.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
251
Capital Impact Advisors
Massachusetts
$2.06M – – –
AIA
252
AIMZ Investment Advisors
California
$2.03M -$11.7K -388 -0.6%
LPL Financial
253
LPL Financial
California
$2.02M +$318K +10,562 +19%
CG
254
Clinton Group
New York
$2.02M +$1.98M +65,755 New
US Bancorp
255
US Bancorp
Minnesota
$2M -$100K -3,328 -5%
DADC
256
D.A. Davidson & Co
Montana
$1.96M -$1.56M -51,952 -45%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$1.93M -$114K -3,797 -6%
HAI
258
Hennessy Advisors Inc
California
$1.87M – – –
ProShare Advisors
259
ProShare Advisors
Maryland
$1.83M -$1.24M -41,227 -41%
AAM
260
Autus Asset Management
Arizona
$1.81M -$686K -22,812 -28%
URS
261
Utah Retirement Systems
Utah
$1.79M -$3.01K -100 -0.2%
AC
262
Addison Capital
Pennsylvania
$1.75M +$59.5K +1,977 +4%
CG
263
Colony Group
Massachusetts
$1.74M -$22.5K -748 -1%
CCMH
264
Cornerstone Capital Management Holdings
New York
$1.73M -$140K -4,652 -8%
FPFS
265
First Personal Financial Services
North Carolina
$1.73M +$155K +5,151 +10%
Toronto Dominion Bank
266
Toronto Dominion Bank
Ontario, Canada
$1.71M +$1.37M +45,582 +454%
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$1.67M -$36.2K -1,204 -2%
CIBC World Market
268
CIBC World Market
Ontario, Canada
$1.67M +$1.35M +44,937 +489%
NIMI
269
Natixis Investment Managers International
France
$1.66M +$1.63M +54,062 New
GL
270
GLG LLC
New York
$1.64M +$1.61M +53,394 New
ATIA
271
American Trust Investment Advisors
New Hampshire
$1.64M -$19.4K -645 -1%
LTI
272
Laffer Tengler Investments
Tennessee
$1.64M +$1.6M +53,165 New
Allianz Asset Management
273
Allianz Asset Management
Germany
$1.63M -$4.75M -158,051 -75%
VanEck Associates
274
VanEck Associates
New York
$1.6M -$189K -6,271 -11%
EVM
275
Eaton Vance Management
Massachusetts
$1.58M +$43K +1,431 +3%
9 10
11
12 13

WFM Hedge Fund Activity: Q4 2016 in Review

641 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2016, worth a combined $8.3B — up 7.5% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WFM positions and 59 closed out — a net gain of 49 holders — while 194 added to existing stakes and 247 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $63.9M. The largest seller was Capital Research Global Investors, cutting an estimated $126M.

  • 641 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2016, up from 601 in Q3 2016.
  • Funds reported $8.3B of Whole Foods Market Inc stock for Q4 2016, up 7.5% quarter-over-quarter.
  • 108 funds opened new Whole Foods Market Inc positions in Q4 2016 and 59 closed out, a net change of +49 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2016 was OppenheimerFunds, an estimated $63.9M added.
  • The largest Whole Foods Market Inc seller in Q4 2016 was Capital Research Global Investors, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2016.