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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
M
551
MOTCO
Texas
$11K
TWA
552
TCI Wealth Advisors
Arizona
$11K
Schroder Investment Management Group
553
Schroder Investment Management Group
United Kingdom
$9.59K +$9.05K +164 New
MCM
554
Manchester Capital Management
Vermont
$9K +$1.27K +23 +19%
HRIA
555
Haberer Registered Investment Advisor
Ohio
$7K -$8.83K -160 -59%
ARMC
556
American Research & Management Company
Massachusetts
$7K
JFA
557
JNBA Financial Advisors
Minnesota
$6K
FAM
558
Fortaleza Asset Management
Illinois
$5K
UB
559
UMB Bank
Missouri
$5K +$27.4K +497 +0.6%
CA
560
CapWealth Advisors
Tennessee
$4K
MIM
561
Macroview Investment Management
Maryland
$3K +$2.76K +50 New
FWM
562
Focused Wealth Management
New York
$3K +$2.87K +52 New
CAW
563
Cornerstone Advisors (Washington)
Washington
$2K
PMFA
564
Plante Moran Financial Advisors
Michigan
$2K +$1.55K +28 New
BBHC
565
Brown Brothers Harriman & Co
New York
$1K -$573K -10,375 -100%
FA
566
Financial Advantage
Maryland
$1K
AFIA
567
America First Investment Advisors
Nebraska
$1K +$1.1K +20 New
MC
568
Maverick Capital
Texas
-$89.1M -1,730,042 Closed
VAM
569
Vontobel Asset Management
New York
-$60.3M -1,156,728 Closed
SP
570
Stockbridge Partners
Massachusetts
-$27M -523,898 Closed
SI
571
Scout Investments
Missouri
-$20.1M -389,658 Closed
LOAMU
572
Lombard Odier Asset Management (USA)
New York
-$18M -350,000 Closed
CC
573
Chanos & Company
New York
-$13.1M -253,600 Closed
Two Sigma Investments
574
Two Sigma Investments
New York
-$12.4M -241,716 Closed
Capital Fund Management (CFM)
575
Capital Fund Management (CFM)
France
-$11.7M -227,350 Closed

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.