We are live on ! Find out more
WFM

Whole Foods Market Inc
WFM

Delisted

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

625 hedge funds and large institutions have $15.6B invested in Whole Foods Market Inc in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 253 increasing their positions, 210 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

20% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 210

0% more funds holding

Funds holding: 623625 (+2)

11% less call options, than puts

Call options by funds: $250M | Put options by funds: $281M

14% less capital invested

Capital invested by funds: $18.2B → $15.6B (-$2.58B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
625
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
18.05%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
253
Reduced
210
Closed
60
Calls
$250M
Puts
$281M
Net Calls
-$31M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
276
JP Morgan Private Wealth Advisors
California
$2.01M -$240K -4,498 -10%
AAM
277
Aberdeen Asset Management
United Kingdom
$1.96M
CWM
278
Calamos Wealth Management
Illinois
$1.93M +$824K +15,470 +68%
IAM
279
Impax Asset Management
New Hampshire
$1.92M -$16.1M -302,850 -89%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$1.92M -$88.4K -1,660 -4%
LMGAM
281
Liberty Mutual Group Asset Management
Massachusetts
$1.9M +$255K +4,790 +15%
Luther King Capital Management (LKCM)
282
Luther King Capital Management (LKCM)
Texas
$1.86M -$261K -4,900 -12%
SG
283
Somerset Group
Minnesota
$1.82M -$482K -9,040 -20%
GL
284
GLG LLC
New York
$1.8M +$1.89M +35,477 New
ERSOT
285
Employees Retirement System of Texas
Texas
$1.77M -$852K -16,000 -31%
ZL
286
Zeke LP
Pennsylvania
$1.77M +$666K +12,500 +56%
PA
287
Profund Advisors
Maryland
$1.74M -$106K -1,981 -5%
FNFDCM
288
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.73M +$3.73K +70 +0.2%
PAM
289
Panagora Asset Management
Massachusetts
$1.72M -$415K -7,785 -19%
BOH
290
Bank of Hawaii
Hawaii
$1.71M
QT
291
Quantbot Technologies
New York
$1.71M +$1.79M +33,653 New
MJRIC
292
Mogy Joel R Investment Counsel
California
$1.69M +$165K +3,100 +10%
SAM
293
Securian Asset Management
Minnesota
$1.68M -$6.5K -122 -0.4%
EVM
294
Eaton Vance Management
Massachusetts
$1.67M +$6.02K +113 +0.3%
NIMI
295
Natixis Investment Managers International
France
$1.66M +$1.74M +32,650 New
CICI
296
Capital Investment Counsel Inc
North Carolina
$1.65M +$390K +7,320 +29%
BWP
297
Baldwin Wealth Partners
Massachusetts
$1.64M -$800K -15,007 -32%
SLI
298
Sumitomo Life Insurance
Japan
$1.58M -$137K -2,575 -8%
CIBC World Market
299
CIBC World Market
Ontario, Canada
$1.57M +$872K +16,365 +111%
KRS
300
Kentucky Retirement Systems
Kentucky
$1.56M +$5.81K +109 +0.4%

WFM Hedge Fund Activity: Q1 2014 in Review

625 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q1 2014, worth a combined $15.6B — down 14% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WFM positions and 60 closed out — a net gain of 13 holders — while 253 added to existing stakes and 210 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $239M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $236M sold.

  • 625 institutional investors held Whole Foods Market Inc (WFM) as of Q1 2014, up from 623 in Q4 2013.
  • Funds reported $15.6B of Whole Foods Market Inc stock for Q1 2014, down 14% quarter-over-quarter.
  • 73 funds opened new Whole Foods Market Inc positions in Q1 2014 and 60 closed out, a net change of +13 holders.
  • The largest Whole Foods Market Inc buyer in Q1 2014 was Janus Henderson Investors US, an estimated $239M added.
  • The largest Whole Foods Market Inc seller in Q1 2014 was Ignis Investment Services, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2014.