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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
SFP
476
Santa Fe Partners
New Mexico
$285K -$560K -10,510 -65%
WS
477
Wedbush Securities
California
$274K +$74.6K +1,401 +35%
FAAS
478
First Allied Advisory Services
California
$271K -$40.9K -767 -12%
Bank of Nova Scotia
479
Bank of Nova Scotia
Ontario, Canada
$271K +$2.4K +45 +0.8%
PA
480
Pinnacle Associates
New York
$271K +$284K +5,340 New
SEC
481
Seven Eight Capital
New York
$269K +$101K +1,900 +56%
PAM
482
Paradigm Asset Management
New York
$268K
CAN
483
Cetera Advisor Networks
California
$264K +$2.13K +40 +0.8%
CIC
484
Carnegie Investment Counsel
Ohio
$263K -$2.66K -50 -1%
NG
485
NatWest Group
United Kingdom
$258K -$1.7M -31,871 -86%
CAG
486
Crestwood Advisors Group
Massachusetts
$257K +$53 +1 +0%
WA
487
WFG Advisors
Texas
$256K -$266 -5 -0.1%
RHBC
488
R.H. Bluestein & Co
Michigan
$255K -$581K -10,900 -68%
RPA
489
Rock Point Advisors
Vermont
$254K
IG
490
ING Group
Netherlands
$252K -$58.4K -1,096 -18%
ECM
491
Everence Capital Management
Indiana
$250K
CC
492
Cipher Capital
New York
$249K +$262K +4,920 New
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$245K +$8.95K +168 +4%
KT
494
Kanaly Trust
Texas
$245K +$23.9K +449 +10%
OMCS
495
Old Mutual Customised Solutions
South Africa
$243K
TFA
496
Transamerica Financial Advisors
Florida
$239K -$4.53K -85 -2%
LCM
497
Laurion Capital Management
New York
$239K +$251K +4,715 New
PFS
498
Prospera Financial Services
Texas
$237K +$53 +1 +0%
Jacobs Levy Equity Management
499
Jacobs Levy Equity Management
New Jersey
$235K -$3.8M -71,414 -94%
Truist Financial
500
Truist Financial
North Carolina
$234K -$45.6K -856 -16%

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.