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WFM

Whole Foods Market Inc
WFM

Delisted

WFM was delisted on the 25th of August, 2017.

625 hedge funds and large institutions have $15.6B invested in Whole Foods Market Inc in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 253 increasing their positions, 210 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

20% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 210

0% more funds holding

Funds holding: 623625 (+2)

11% less call options, than puts

Call options by funds: $250M | Put options by funds: $281M

14% less capital invested

Capital invested by funds: $18.2B → $15.6B (-$2.58B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
625
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
18.05%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
253
Reduced
210
Closed
60
Calls
$250M
Puts
$281M
Net Calls
-$31M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$127M +$2.88M +53,989 +2%
Norges Bank
27
Norges Bank
Norway
$127M
TCIM
28
TIAA CREF Investment Management
New York
$114M +$2.18M +40,997 +2%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$86.3M -$24.9M -466,711 -22%
CS
30
Credit Suisse
Switzerland
$80.9M -$3.75M -70,458 -4%
TG
31
TCW Group
California
$77.5M +$19.2M +360,852 +31%
SGA
32
Sustainable Growth Advisers
Connecticut
$73M +$76.7M +1,439,603 New
Legal & General Group
33
Legal & General Group
United Kingdom
$71.6M -$1.24M -23,326 -2%
MAA
34
Managed Account Advisors
New Jersey
$68.8M -$17.4M -326,725 -19%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$67.6M -$26.8M -502,183 -27%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$67.6M +$604K +11,346 +0.9%
TCM
37
Tiger Consumer Management
New York
$67.1M +$70.5M +1,323,879 New
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$64.6M -$797K -14,965 -1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$64.2M +$594K +11,143 +0.9%
VAM
40
Vontobel Asset Management
New York
$62.4M +$3.96M +74,250 +6%
Morgan Stanley
41
Morgan Stanley
New York
$62.1M -$21.8M -409,892 -25%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$61.2M -$823K -15,444 -1%
SCA
43
SAC Capital Advisors
Connecticut
$58M +$55.4M +1,040,235 +1,009%
UBS AM
44
UBS AM
Illinois
$57.3M +$4.28M +80,313 +8%
ACM
45
Atlanta Capital Management
Georgia
$56.5M +$59.4M +1,114,700 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$54.6M -$238K -4,465 -0.4%
RFC
47
Russell Frank Company
Washington
$51.9M +$43.7M +819,661 +402%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$51.9M +$181K +3,400 +0.3%
AAMU
49
Amundi Asset Management US
Massachusetts
$50M +$19.3M +362,158 +58%
BlackRock
50
BlackRock
New York
$48.3M +$7.25M +136,131 +17%

WFM Hedge Fund Activity: Q1 2014 in Review

625 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q1 2014, worth a combined $15.6B — down 14% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WFM positions and 60 closed out — a net gain of 13 holders — while 253 added to existing stakes and 210 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $239M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $236M sold.

  • 625 institutional investors held Whole Foods Market Inc (WFM) as of Q1 2014, up from 623 in Q4 2013.
  • Funds reported $15.6B of Whole Foods Market Inc stock for Q1 2014, down 14% quarter-over-quarter.
  • 73 funds opened new Whole Foods Market Inc positions in Q1 2014 and 60 closed out, a net change of +13 holders.
  • The largest Whole Foods Market Inc buyer in Q1 2014 was Janus Henderson Investors US, an estimated $239M added.
  • The largest Whole Foods Market Inc seller in Q1 2014 was Ignis Investment Services, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2014.