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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
LNB
551
Ledyard National Bank
$66K +$23.4K +440 +51%
IWC
552
Integrated Wealth Counsel
California
$65K
AR
553
Advisory Research
Illinois
$65K +$68.1K +1,279 New
Bessemer Group
554
Bessemer Group
New Jersey
$63K
ClearBridge Investments
555
ClearBridge Investments
New York
$54K +$2.08K +39 +4%
QAM
556
QCI Asset Management
New York
$52K +$10.7K +200 +24%
FBT
557
Founders Bank & Trust
Michigan
$51K
NC
558
NewSquare Capital
Pennsylvania
$51K
CGT
559
Capital Guardian Trust
California
$51K +$53.3K +1,000 New
PP
560
Palladium Partners
Virginia
$51K +$53.3K +1,000 New
CCS
561
Crosspoint Capital Strategies
California
$49K -$703K -13,203 -93%
FMP
562
Financial Management Professionals
Texas
$49K
FFC
563
First Financial Corp
Indiana
$49K
W
564
Wealthfront
California
$48K +$48.8K +916 New
AC
565
Alexandria Capital
Virginia
$47K -$959 -18 -2%
TF
566
Trutina Financial
Washington
$47K +$49.6K +931 New
DOA
567
D'Orazio & Associates
Virginia
$40K -$40.6K -763 -49%
Lazard Asset Management
568
Lazard Asset Management
New York
$40K -$3.62K -68 -8%
MAM
569
Mizuho Asset Management
Japan
$40K
Manulife (Manufacturers Life Insurance)
570
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.9K +$3.87M +72,661 +10%
M&T Bank
571
M&T Bank
New York
$38K +$14.2K +267 +56%
TRCT
572
Tower Research Capital (TRC)
New York
$37K +$7.88K +148 +25%
HR
573
Howe & Rusling
New York
$35K +$35K +656 +2,187%
FNBT
574
FineMark National Bank & Trust
Florida
$33K
CFA
575
Carroll Financial Associates
North Carolina
$26K

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.