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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
Robeco Institutional Asset Management
276
Robeco Institutional Asset Management
Netherlands
$1.56M -$105K -3,481 -6%
SB
277
Suntrust Banks
Georgia
$1.56M -$268K -8,895 -15%
Mitsubishi UFJ Asset Management
278
Mitsubishi UFJ Asset Management
Japan
$1.52M -$12.7K -421 -0.8%
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
$1.47M -$100K -3,324 -7%
Skandinaviska Enskilda Banken (SEB)
280
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.47M -$587K -19,498 -29%
CCM
281
Cribstone Capital Management
Maine
$1.43M +$37.8K +1,258 +3%
M&T Bank
282
M&T Bank
New York
$1.42M -$65.8K -2,189 -5%
SLAM
283
Swiss Life Asset Management
$1.41M +$1.38M +45,863 New
SIAP
284
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.41M +$1.38M +45,810 New
XK
285
Xact Kapitalforvaltning
Sweden
$1.4M +$72.9K +2,425 +6%
BCM
286
Bayesian Capital Management
New York
$1.4M +$1.37M +45,500 New
NIC
287
Northwest Investment Counselors
Oregon
$1.38M +$27.2K +905 +2%
V
288
Veritable
Delaware
$1.34M -$612K -20,360 -32%
MSA
289
Mason Street Advisors
Wisconsin
$1.34M +$12.9K +429 +1%
UR
290
USCA RIA
Texas
$1.33M -$1.22M -40,557 -48%
SOADOR
291
State of Alaska Department of Revenue
Alaska
$1.33M +$77.3K +2,569 +6%
NSIM
292
North Star Investment Management
Illinois
$1.31M +$58.4K +1,940 +5%
Nomura Holdings
293
Nomura Holdings
Japan
$1.31M +$80.8K +2,687 +7%
DJSG
294
D.J. St. Germain
Massachusetts
$1.3M -$3.61M -120,162 -74%
N
295
Nuveen
North Carolina
$1.29M +$624K +20,730 +97%
BC
296
Brinker Capital
Pennsylvania
$1.29M +$1.26M +41,874 New
Brown Advisory
297
Brown Advisory
Maryland
$1.26M -$755K -25,100 -38%
SAA
298
Southeast Asset Advisors
Georgia
$1.25M +$126K +4,180 +11%
TRSOTSOK
299
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M – – –
Squarepoint
300
Squarepoint
New York
$1.25M +$1.22M +40,609 New
10 11
12
13 14

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.