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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
RMDI
401
R.M. Davis Inc
Maine
$446K +$166K +3,000 +65%
KFC
402
Klingenstein Fields & Co
New York
$445K -$23.2K -420 -5%
SNT
403
Security National Trust
West Virginia
$445K
CANC
404
Culbertson A N & Co
Virginia
$441K +$13.8K +250 +3%
UCFA
405
United Capital Financial Advisors
Texas
$436K -$348K -6,296 -46%
ECM
406
Everence Capital Management
Indiana
$434K
ICRM
407
Insight Capital Research & Management
California
$431K +$12.7K +230 +3%
SHGA
408
Sand Hill Global Advisors
California
$428K +$77.3K +1,400 +24%
UR
409
USCA RIA
Texas
$426K -$114K -2,070 -22%
MCM
410
MAI Capital Management
Ohio
$419K +$46.4K +841 +13%
CCM
411
Compton Capital Management
Rhode Island
$412K
CC
412
ClearArc Capital
Ohio
$411K +$22.4K +406 +6%
STIA
413
Stone Toro Investment Advisers
New Jersey
$410K +$386K +7,000 New
MFS
414
MSI Financial Services
Massachusetts
$407K +$17.1K +309 +5%
FTIOP
415
Fiduciary Trust International of Pennsylvania
Pennsylvania
$406K +$18.5K +335 +5%
CB
416
Commerce Bank
Missouri
$395K -$885K -16,035 -70%
FAAS
417
First Allied Advisory Services
California
$390K -$89.2K -1,616 -19%
CFB
418
Cullen/Frost Bankers
Texas
$386K +$55.2K +1,000 +18%
MBE
419
Michael B. Elefante
$375K
TU
420
TDAM USA
Ontario, Canada
$375K +$354K +6,407 New
G
421
GlobalBridge
Minnesota
$372K -$27.2K -492 -7%
SBH
422
Segall Bryant & Hamill
Illinois
$365K +$345K +6,243 New
Jones Financial Companies
423
Jones Financial Companies
Missouri
$364K +$101K +1,825 +41%
KFS
424
KMS Financial Services
Washington
$360K +$122K +2,201 +56%
MYAM
425
Meiji Yasuda Asset Management
Japan
$352K -$69K -1,250 -17%

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.