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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
B
326
Barings
North Carolina
$937K -$33.1K -600 -4%
AIM
327
abrdn Investment Management
United Kingdom
$934K +$56.4K +1,021 +7%
WT
328
Wilmington Trust
Delaware
$929K -$883 -16 -0.1%
DDC
329
DF Dent & Co
Maryland
$924K
AAM
330
Advisors Asset Management
Colorado
$908K -$305K -5,533 -26%
BOS
331
Bank of Stockton
California
$887K +$47.5K +860 +6%
AWM
332
Altavista Wealth Management
North Carolina
$878K -$22.6K -410 -3%
QI
333
QS Investors
New York
$870K -$311K -5,637 -27%
HCC
334
Hirtle Callaghan & Co
Pennsylvania
$866K +$817K +14,800 New
NAM
335
North American Management
Massachusetts
$848K
AP
336
Appleton Partners
Massachusetts
$842K +$23.5K +425 +3%
CI
337
Constellation Investments
Ohio
$839K +$74.5K +1,350 +10%
TRCT
338
Tower Research Capital (TRC)
New York
$831K +$637K +11,539 +432%
MIG
339
Mariner Investment Group
New York
$827K +$780K +14,136 New
NB
340
Norinchukin Bank
Japan
$818K +$113K +2,045 +17%
JRP
341
Jasper Ridge Partners
California
$817K
GCAC
342
Guardian Capital Advisors (Canada)
Ontario, Canada
$814K +$93.9K +1,700 +14%
OA
343
OFI Advisors
Pennsylvania
$790K -$40.2K -729 -5%
KRSITF
344
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$776K +$733K +13,272 New
CCM
345
Carderock Capital Management
Maryland
$764K +$4.69K +85 +0.7%
IPC
346
Independent Portfolio Consultants
Florida
$761K -$14.6K -265 -2%
CWM
347
Concert Wealth Management
California
$755K +$217K +3,931 +44%
1GA
348
1st Global Advisors
Texas
$734K +$18.9K +343 +3%
MCM
349
Mazama Capital Management
Oregon
$729K +$669K +12,126 +3,588%
SAMC
350
Shinko Asset Management Company
Japan
$725K -$11K -200 -2%

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.