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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
SIM
376
Sentry Investment Management
Wisconsin
$665K -$116K -3,866 -15%
FA
377
FDx Advisors
Illinois
$659K +$50.5K +1,679 +9%
SCM
378
Shelton Capital Management
Colorado
$649K -$24.1K -800 -4%
RCM
379
Radnor Capital Management
Pennsylvania
$635K +$621K +20,650 New
MCM
380
Murphy Capital Management
New Jersey
$633K – – –
AG
381
Advisor Group
Arizona
$631K +$29.1K +967 +5%
PAG
382
Private Advisor Group
New Jersey
$630K +$361K +12,000 +139%
WBC
383
Westpac Banking Corp
Australia
$628K – – –
CAMG
384
CWA Asset Management Group
Florida
$627K +$69.7K +2,316 +13%
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$615K -$9.02K -300 -1%
NHC
386
Nicholas Hoffman & Company
Georgia
$614K -$23.9K -794 -4%
PTC
387
Private Trust Company
Ohio
$596K +$78K +2,593 +15%
JIC
388
Johnson Investment Counsel
Ohio
$594K +$582K +19,340 New
BAAM
389
Baker Avenue Asset Management
California
$593K +$55.4K +1,840 +11%
RG
390
Rathbones Group
United Kingdom
$589K -$49.7K -1,653 -8%
CS
391
Candriam SCA
Luxembourg
$587K +$47.6K +1,584 +9%
NG
392
Northstar Group
New York
$584K -$119K -3,969 -17%
ERSOT
393
Employees Retirement System of Texas
Texas
$584K – – –
HCM
394
Highlander Capital Management
New Jersey
$580K +$301K +10,000 +113%
EMG
395
Ellington Management Group
Connecticut
$572K +$560K +18,600 New
OTPPB
396
Ontario Teachers' Pension Plan Board
Ontario, Canada
$563K -$341K -11,339 -38%
COPPSERS
397
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$561K +$1.35K +45 +0.2%
CA
398
Continental Advisors
Utah
$554K – – –
MCM
399
Marsico Capital Management
Colorado
$550K – – –
AAM
400
Advisors Asset Management
Colorado
$539K +$485K +16,115 +1,151%
14 15
16
17 18

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.