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WFM

Whole Foods Market Inc
WFM

Delisted

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

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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: 623 → 625 (+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: 7 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
+$239M
2
Brown Advisory
Brown Advisory
Maryland
+$139M
3
SGA
Sustainable Growth Advisers
Connecticut
+$76.7M
4
TCM
Tiger Consumer Management
New York
+$70.5M
5
Jennison Associates
Jennison Associates
New York
+$61.7M

Top Sellers

Rank Fund Capital Flow
1
IIS
Ignis Investment Services
United Kingdom
-$236M
2
American Century Companies
American Century Companies
Missouri
-$235M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$209M
4
JP Morgan Chase
JP Morgan Chase
New York
-$179M
5
WA
WestEnd Advisors
North Carolina
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
576
MYCIO Wealth Partners
Pennsylvania
$26K – – –
FCCM
577
First City Capital Management
Georgia
$25.4K +$26.6K +500 New
HPBT
578
High Point Bank & Trust
North Carolina
$25K – – –
PSC
579
Prentiss Smith & Co
Vermont
$25K – – –
WCM
580
Wealthcare Capital Management
Virginia
$25K +$10.7K +200 +67%
MA
581
MCF Advisors
Kentucky
$25K +$26.6K +500 New
EAMA
582
EFG Asset Management (Americas)
Florida
$25K +$26.7K +502 New
IMS
583
Index Management Solutions
Pennsylvania
$24K -$5.17K -97 -17%
WEC
584
Winslow Evans & Crocker
Massachusetts
$21.3K – – –
CFSG
585
Community Financial Services Group
Vermont
$21K +$21.9K +412 New
KCPG
586
Kavar Capital Partners Group
Kansas
$20K -$7.99K -150 -27%
PSI
587
Pinnacle Summer Investments
Virginia
$20K – – –
RIA
588
Regal Investment Advisors
Michigan
$20K – – –
ST
589
Smithfield Trust
Pennsylvania
$20K – – –
SMG
590
Spectrum Management Group
Indiana
$20K – – –
TWA
591
TCI Wealth Advisors
Arizona
$20K +$10.7K +200 +102%
SJIM
592
St. Johns Investment Management
Florida
$17K +$18.1K +340 New
HFM
593
Hartford Financial Management
Connecticut
$17K +$18.2K +341 New
PTC
594
Private Trust Company
Ohio
$16K -$6.66K -125 -29%
BAM
595
Brave Asset Management
New Jersey
$16K – – –
LFR
596
Lehman Financial Resources
Pennsylvania
$15K – – –
FAM
597
Formidable Asset Management
Ohio
$14K – – –
TWM
598
Torch Wealth Management
Ohio
$14K – – –
OC
599
Oakworth Capital
Alabama
$11K – – –
VIA
600
Vantage Investment Advisors
Pennsylvania
$11K – – –
22 23
24
25 26

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.