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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
TF
526
Tompkins Financial
New York
$157K +$12K +226 +8%
GIS
527
Guardian Investor Services
New York
$146K -$6.13K -115 -4%
PAS
528
Partnervest Advisory Services
California
$144K +$33.5K +629 +28%
RNS
529
Robert N. Shapiro
$139K
EWM
530
Evercore Wealth Management
New York
$129K -$405K -7,595 -75%
BPBT
531
Boston Private Bank & Trust
Massachusetts
$128K +$16K +300 +13%
IRS
532
Invictus RG (Singapore)
Singapore
$122K -$119K -2,239 -48%
RFS
533
Rockefeller Financial Services
New York
$108K
GLI
534
Guardian Life Insurance
New York
$106K -$320 -6 -0.3%
WTB
535
Washington Trust Bank
Washington
$106K +$111K +2,083 New
PCTC
536
Perkins Coie Trust Company
Washington
$104K
NES
537
New England Securities
New York
$91K +$17.5K +328 +22%
WRM
538
Westport Resources Management
Connecticut
$90K +$53.3K +1,000 +131%
HCP
539
Holt Capital Partners
Texas
$86K
Victory Capital Management
540
Victory Capital Management
Texas
$82K -$79.9K -1,500 -48%
1IC
541
1919 Investment Counsel
Maryland
$81K
BAM
542
Barrett Asset Management
New York
$81K +$53.3K +1,000 +167%
First Manhattan
543
First Manhattan
New York
$78K +$2.4K +45 +3%
OIA
544
Optimum Investment Advisors
Illinois
$76K -$16K -300 -17%
PCM
545
Prelude Capital Management
New York
$71K
TCM
546
TD Capital Management
Tennessee
$70K +$160 +3 +0.2%
RFA
547
Reilly Financial Advisors
California
$69K +$48.2K +904 +195%
ACS
548
Archford Capital Strategies
Illinois
$67.8K +$71.3K +1,338 New
DADC
549
D.A. Davidson & Co
Montana
$66K -$16K -300 -19%
AA
550
Apriem Advisors
California
$66K -$6.66K -125 -9%

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.