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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
WCM
526
Windsor Capital Management
Arizona
$36K
BAM
527
Barrett Asset Management
New York
$35K
PSI
528
Pinnacle Summer Investments
Virginia
$35K
EWM
529
Evercore Wealth Management
New York
$35K +$6.74K +122 +24%
Manulife (Manufacturers Life Insurance)
530
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.7K +$2.33M +42,276 +8%
HPBT
531
High Point Bank & Trust
North Carolina
$32K
CCM
532
Credo Capital Management
Maryland
$31K +$29.2K +529 New
NES
533
New England Securities
New York
$30K -$19.2K -348 -40%
CFSG
534
Community Financial Services Group
Vermont
$30K -$8.5K -154 -23%
CFA
535
Carroll Financial Associates
North Carolina
$30K +$28.4K +514 New
MWP
536
MYCIO Wealth Partners
Pennsylvania
$29K
PSC
537
Prentiss Smith & Co
Vermont
$29K
PTC
538
Private Trust Company
Ohio
$26K -$12.4K -225 -34%
RIA
539
Regal Investment Advisors
Michigan
$26K
ST
540
Smithfield Trust
Pennsylvania
$23K
EU
541
Emory University
Georgia
$21K
PFO
542
Pathstone Family Office
New Jersey
$21K +$20.8K +376 New
ECM
543
ETrade Capital Management
Virginia
$20K -$1.38K -25 -7%
LFR
544
Lehman Financial Resources
Pennsylvania
$18K
WCM
545
Wealthcare Capital Management
Virginia
$18K
WRM
546
Westport Resources Management
Connecticut
$18K
FAM
547
Formidable Asset Management
Ohio
$17K +$15.5K +280 New
BIM
548
Bridgecreek Investment Management
Oklahoma
$15K -$276K -5,000 -95%
DBT
549
Dubuque Bank & Trust
Iowa
$13K
ST
550
SpiderRock Trading
Illinois
$12K

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.