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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
TF
501
Trutina Financial
Washington
$86K +$81.5K +1,477 New
TCM
502
TD Capital Management
Tennessee
$80K +$166 +3 +0.2%
IWC
503
Integrated Wealth Counsel
California
$75.5K
Bessemer Group
504
Bessemer Group
New Jersey
$66K -$2.32K -42 -4%
ClearBridge Investments
505
ClearBridge Investments
New York
$62K +$10.4K +189 +22%
AA
506
Apriem Advisors
California
$60K +$11K +200 +24%
FBT
507
Founders Bank & Trust
Michigan
$59K
NC
508
NewSquare Capital
Pennsylvania
$59K
PP
509
Palladium Partners
Virginia
$59K
FMP
510
Financial Management Professionals
Texas
$57K
FFC
511
First Financial Corp
Indiana
$57K
AC
512
Alexandria Capital
Virginia
$55K
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$12.7K +230 +36%
S
514
SignatureFD
Georgia
$49K
M&T Bank
515
M&T Bank
New York
$48K -$20.9K -378 -31%
QAM
516
QCI Asset Management
New York
$48K
DSC
517
Duncker Streett & Co
Missouri
$47K
AWMS
518
Advocacy Wealth Management Services
Georgia
$47K +$44.2K +800 New
MAM
519
Mizuho Asset Management
Japan
$46K
DADC
520
D.A. Davidson & Co
Montana
$44K -$122K -2,201 -74%
PIM
521
Profit Investment Management
Maryland
$42.7K +$6.45M +116,819 +19%
IMS
522
Index Management Solutions
Pennsylvania
$42K +$39.4K +714 New
LNB
523
Ledyard National Bank
$41K -$11K -200 -22%
HR
524
Howe & Rusling
New York
$40K +$36.2K +656 +2,187%
FNBT
525
FineMark National Bank & Trust
Florida
$39K -$76.4K -1,383 -68%

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.