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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
LG
326
LaFleur & Godfrey
Michigan
$1.08M +$1.06M +35,100 New
DekaBank Deutsche Girozentrale
327
DekaBank Deutsche Girozentrale
Germany
$1.08M +$355K +11,801 +52%
MC
328
Marcus Capital
Illinois
$1.08M -$12K -400 -1%
LTFS
329
Ladenburg Thalmann Financial Services
Florida
$1.07M -$245K -8,134 -19%
SCM
330
Stonebridge Capital Management
California
$1.07M -$6.02K -200 -0.6%
NMERB
331
New Mexico Educational Retirement Board
New Mexico
$1.05M +$48.1K +1,600 +5%
RMCM
332
Reynders McVeigh Capital Management
Massachusetts
$1.03M +$642K +21,350 +176%
GGPE
333
Golden Gate Private Equity
California
$1.01M -$301K -10,000 -23%
PAM
334
Panagora Asset Management
Massachusetts
$1.01M -$387K -12,878 -28%
PA
335
Pinnacle Associates
New York
$1M -$112K -3,714 -10%
FWM
336
Frontier Wealth Management
Missouri
$995K – – –
WAM
337
World Asset Management
Michigan
$978K -$71.1K -2,362 -7%
SAM
338
Securian Asset Management
Minnesota
$976K +$13K +433 +1%
UCFA
339
United Capital Financial Advisors
Texas
$965K +$299K +9,933 +46%
OC
340
Oppenheimer & Co
New York
$958K +$140K +4,650 +18%
HighTower Advisors
341
HighTower Advisors
Illinois
$911K +$84.3K +2,802 +10%
KCMRT
342
Kemper Corp Master Retirement Trust
Illinois
$910K – – –
FAM
343
Formidable Asset Management
Ohio
$909K +$24.8K +823 +3%
PFS
344
Physicians Financial Services
North Carolina
$897K +$45.1K +1,500 +6%
Wellington Management Group
345
Wellington Management Group
Massachusetts
$896K +$116K +3,843 +15%
MHIM
346
MacNealy Hoover Investment Management
Ohio
$887K -$147K -4,875 -14%
LFAS
347
Level Four Advisory Services
Texas
$841K +$822K +27,336 New
FNFDCM
348
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$821K – – –
CIM
349
Cambria Investment Management
California
$807K -$9.72K -323 -1%
CIM
350
Calvert Investment Management
Maryland
$801K -$22.7K -754 -3%
12 13
14
15 16

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.