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WFM

Whole Foods Market Inc
WFM

Delisted

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

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641 hedge funds and large institutions have $8.3B invested in Whole Foods Market Inc in 2016 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 194 increasing their positions, 247 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $7.72B → $8.3B (+$581M)

7% more funds holding

Funds holding: 601 → 641 (+40)

2% more call options, than puts

Call options by funds: $295M | Put options by funds: $290M

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

21% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 247

Holders
641
Holders Change
+40
Holders Change %
+6.66%
% of All Funds
16.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
108
Increased
194
Reduced
247
Closed
59
Calls
$295M
Puts
$290M
Net Calls
+$4.6M
Net Calls Change
+$25M

Top Buyers

1
O
OppenheimerFunds
New York
+$63.9M
2
Parnassus Investments
Parnassus Investments
California
+$57.8M
3
Millennium Management
Millennium Management
New York
+$51.4M
4
Select Equity Group
Select Equity Group
New York
+$35.5M
5
Norges Bank
Norges Bank
Norway
+$28.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Victory Capital Management
Victory Capital Management
Texas
-$81.3M
4
Invesco
Invesco
Georgia
-$68.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
476
Lebenthal Asset Management
New York
$244K +$37.5K +1,248 +19%
Daiwa Securities Group
477
Daiwa Securities Group
Japan
$243K -$842K -28,000 -78%
CC
478
ClearArc Capital
Ohio
$239K -$1.99K -66 -0.8%
MSV
479
MN Services Vermogensbeheer
Netherlands
$239K – – –
PIM
480
Perkins Investment Management
Illinois
$237K +$232K +7,700 New
Two Sigma Advisers
481
Two Sigma Advisers
New York
$236K +$231K +7,686 New
AIP
482
Ameritas Investment Partners
Nebraska
$234K -$170K -5,666 -43%
SNT
483
Security National Trust
West Virginia
$234K – – –
FCH
484
Freestone Capital Holdings
Washington
$231K -$9.02K -300 -4%
CAN
485
Cetera Advisor Networks
California
$228K -$128K -4,241 -36%
SSWM
486
Sheets Smith Wealth Management
North Carolina
$228K +$60 +2 +0%
FP
487
FDO Partners
Massachusetts
$227K +$222K +7,394 New
CIAN
488
Capstone Investment Advisors (Netherlands)
New York
$219K +$214K +7,117 New
BRWA
489
B. Riley Wealth Advisors
Florida
$217K +$212K +7,045 New
Bank of Nova Scotia
490
Bank of Nova Scotia
Ontario, Canada
$216K +$211K +7,017 New
SSP
491
Sapphire Star Partners
Washington
$215K – – –
CT
492
Cambridge Trust
Massachusetts
$214K -$3.16K -105 -1%
SF
493
Synovus Financial
Georgia
$212K – – –
BF
494
BOK Financial
Oklahoma
$209K +$205K +6,812 New
NCM
495
Nelson Capital Management
California
$208K -$6.14M -204,199 -97%
HCMT
496
Highland Capital Management (Tennessee)
Tennessee
$206K +$201K +6,685 New
RJT
497
Raymond James Trust
Florida
$203K +$198K +6,583 New
CCM
498
Cadence Capital Management
Massachusetts
$203K +$199K +6,599 New
GWCM
499
Godshalk Welsh Capital Management
Pennsylvania
$200K +$195K +6,490 New
Pacer Advisors
500
Pacer Advisors
Pennsylvania
$185K -$103K -3,421 -36%
18 19
20
21 22

WFM Hedge Fund Activity: Q4 2016 in Review

641 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2016, worth a combined $8.3B — up 7.5% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WFM positions and 59 closed out — a net gain of 49 holders — while 194 added to existing stakes and 247 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $63.9M. The largest seller was Capital Research Global Investors, cutting an estimated $126M.

  • 641 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2016, up from 601 in Q3 2016.
  • Funds reported $8.3B of Whole Foods Market Inc stock for Q4 2016, up 7.5% quarter-over-quarter.
  • 108 funds opened new Whole Foods Market Inc positions in Q4 2016 and 59 closed out, a net change of +49 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2016 was OppenheimerFunds, an estimated $63.9M added.
  • The largest Whole Foods Market Inc seller in Q4 2016 was Capital Research Global Investors, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2016.