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WFM

Whole Foods Market Inc
WFM

Delisted

WFM was delisted on the 25th of August, 2017.

612 hedge funds and large institutions have $11.2B invested in Whole Foods Market Inc in 2014 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 224 increasing their positions, 230 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

39% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 54

2% more funds holding

Funds holding: 599612 (+13)

3% more call options, than puts

Call options by funds: $646M | Put options by funds: $630M

3% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 230

3% less capital invested

Capital invested by funds: $11.6B → $11.2B (-$339M)

Holders
612
Holders Change
+13
Holders Change %
+2.17%
% of All Funds
17.76%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
75
Increased
224
Reduced
230
Closed
54
Calls
$646M
Puts
$630M
Net Calls
+$16.1M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
551
Optimum Investment Advisors
Illinois
$37K +$76 +2 +0.2%
FNBT
552
FineMark National Bank & Trust
Florida
$33K +$27.9K +730 +541%
ClearBridge Investments
553
ClearBridge Investments
New York
$32K -$3.67K -96 -10%
AC
554
Alexandria Capital
Virginia
$32K -$1.3K -34 -4%
TFA
555
Transamerica Financial Advisors
Florida
$32K
FWM
556
Focused Wealth Management
New York
$32K +$9.4K +246 +42%
BAM
557
Brave Asset Management
New Jersey
$31K +$19.1K +500 +161%
DOA
558
D'Orazio & Associates
Virginia
$30K
MA
559
MCF Advisors
Kentucky
$25K
CFA
560
Carroll Financial Associates
North Carolina
$24K
GSC
561
Ground Swell Capital
South Carolina
$23K -$8.14K -213 -26%
EWM
562
Evercore Wealth Management
New York
$22K
GAM
563
Gemmer Asset Management
California
$21K +$19.3K +506 +1,054%
CCS
564
Crosspoint Capital Strategies
California
$20K -$344 -9 -2%
FCCM
565
First City Capital Management
Georgia
$19.1K
MWP
566
MYCIO Wealth Partners
Pennsylvania
$19K
PSC
567
Prentiss Smith & Co
Vermont
$19K
FAM
568
Formidable Asset Management
Ohio
$19K +$7.64K +200 +71%
VFA
569
Virtus Fund Advisers
Connecticut
$16K -$127K -3,313 -89%
JWA
570
JFS Wealth Advisors
Pennsylvania
$15K
PSI
571
Pinnacle Summer Investments
Virginia
$15K
RIA
572
Regal Investment Advisors
Michigan
$15K
ST
573
Smithfield Trust
Pennsylvania
$15K
SMG
574
Spectrum Management Group
Indiana
$15K
TWA
575
TCI Wealth Advisors
Arizona
$15K