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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
BHA
476
Beech Hill Advisors
New York
$210K +$198K +3,590 New
WTC
477
WhitTier Trust Company
Nevada
$208K
SF
478
Synovus Financial
Georgia
$207K -$4.69K -85 -2%
PAS
479
Partnervest Advisory Services
California
$200K -$14K -254 -7%
ECM
480
Endex Capital Management
Kansas
$200K
NCM
481
Nelson Capital Management
California
$181K
GIS
482
Guardian Investor Services
New York
$162K -$2.04K -37 -1%
RNS
483
Robert N. Shapiro
$161K +$22.1K +400 +17%
Victory Capital Management
484
Victory Capital Management
Texas
$160K +$152K +2,745 New
Envestnet Asset Management
485
Envestnet Asset Management
Illinois
$155K +$18.1K +328 +14%
WAM
486
Wolverine Asset Management
Illinois
$153K -$754K -13,664 -84%
TF
487
Tompkins Financial
New York
$150K +$11K +200 +8%
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$150K +$38.6K +699 +38%
TC
489
TradeLink Capital
Illinois
$146K +$138K +2,500 New
Fuller & Thaler Asset Management
490
Fuller & Thaler Asset Management
California
$135K +$127K +2,300 New
LSV Asset Management
491
LSV Asset Management
Illinois
$129K +$123K +2,220 New
BPBT
492
Boston Private Bank & Trust
Massachusetts
$125K -$61.8K -1,120 -34%
RFS
493
Rockefeller Financial Services
New York
$124K
ST
494
Spot Trading
Illinois
$123K +$116K +2,100 New
OIA
495
Optimum Investment Advisors
Illinois
$105K +$99.4K +1,800 New
CRCP
496
Copper Rock Capital Partners
Massachusetts
$101K
PCM
497
Prelude Capital Management
New York
$94K -$5.52K -100 -6%
1IC
498
1919 Investment Counsel
Maryland
$93K
First Manhattan
499
First Manhattan
New York
$87K
LIA
500
LS Investment Advisors
Michigan
$86K +$32K +580 +66%

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.