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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
WSA
451
Willow Street Advisors
Florida
$269K +$254K +4,600 New
FFSOTS
452
Fiduciary Financial Services of The Southwest
Texas
$266K +$29.8K +540 +13%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$265K +$2.32K +42 +0.9%
MIP
454
Marietta Investment Partners
Wisconsin
$263K -$5.19K -94 -2%
NSIM
455
North Star Investment Management
Illinois
$263K
CEP
456
Chicago Equity Partners
Illinois
$260K +$246K +4,450 New
BCM
457
Brown Capital Management
Maryland
$259K
AI
458
Atria Investments
North Carolina
$258K +$19.4K +352 +9%
CS
459
Comerica Securities
Michigan
$251K +$237K +4,294 New
GLI
460
Guardian Life Insurance
New York
$247K +$4.86K +88 +2%
PAA
461
Peregrine Asset Advisers
Oregon
$246K +$11K +200 +5%
TCOV
462
Trust Company of Vermont
Vermont
$241K +$14.6K +265 +7%
CM
463
Castleark Management
Illinois
$237K -$49.7K -900 -13%
TCM
464
Tran Capital Management
California
$234K
WT
465
Washington Trust
Rhode Island
$234K +$221K +4,006 New
Walleye Trading
466
Walleye Trading
New York
$229K -$246K -4,450 -53%
BRWA
467
B. Riley Wealth Advisors
Florida
$229K +$10.5K +190 +5%
RCAG
468
Rehmann Capital Advisory Group
Michigan
$225K -$12.6K -229 -6%
MRCM
469
M&R Capital Management
New Jersey
$222K +$209K +3,788 New
FIM
470
Freedom Investment Management
Connecticut
$214K +$202K +3,655 New
DA
471
Dillon & Associates
Michigan
$212K +$180K +3,260 New
GG
472
Gofen & Glossberg
Illinois
$212K +$200K +3,624 New
CAN
473
Cetera Advisor Networks
California
$212K +$201K +3,632 New
FBNAT
474
FirstMerit Bank N.A. Trustee
Ohio
$210K -$22.6K -410 -10%
CIM
475
Calvert Investment Management
Maryland
$210K +$198K +3,583 New

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.