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WFM

Whole Foods Market Inc
WFM

Delisted

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

641 hedge funds and large institutions have $8.3B invested in Whole Foods Market Inc in 2016 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 194 increasing their positions, 247 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $7.72B → $8.3B (+$581M)

7% more funds holding

Funds holding: 601641 (+40)

2% more call options, than puts

Call options by funds: $295M | Put options by funds: $290M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

21% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 247

Holders
641
Holders Change
+40
Holders Change %
+6.66%
% of All Funds
16.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
108
Increased
194
Reduced
247
Closed
59
Calls
$295M
Puts
$290M
Net Calls
+$4.6M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
576
Adirondack Trust Company
New York
$18K
SHJ
577
Sharkey, Howes & Javer
Colorado
$18K
TWA
578
TCI Wealth Advisors
Arizona
$17K +$7.43K +247 +79%
JCM
579
Jacobi Capital Management
Pennsylvania
$16K -$1.5K -50 -9%
AssetMark Inc
580
AssetMark Inc
California
$16K +$1.11K +37 +8%
JIC
581
Joel Isaacson & Co
New York
$16K +$3.22K +107 +27%
YWP
582
YorkBridge Wealth Partners
New York
$16K +$15.6K +520 New
GRP
583
Global Retirement Partners
California
$16K +$15.7K +521 New
TCOV
584
Trust Company of Vermont
Vermont
$15K -$4.09K -136 -22%
CHP
585
Cable Hill Partners
Oregon
$15K
LWM
586
LBA Wealth Management
Florida
$15K
CPA
587
Clear Perspective Advisors
Illinois
$15K +$15K +500 New
IR
588
Invictus RG
Bermuda
$14K -$963 -32 -6%
FMP
589
Financial Management Professionals
Texas
$14K
FIB
590
First Interstate Bank
Montana
$13K
Acadian Asset Management
591
Acadian Asset Management
Massachusetts
$13K +$13K +433 New
ST
592
Smithfield Trust
Pennsylvania
$12K
IDBONY
593
Israel Discount Bank of New York
New York
$12K +$12K +400 New
GWA
594
Guidant Wealth Advisors
Illinois
$11K
HR
595
Howe & Rusling
New York
$10K
AA
596
AlphaMark Advisors
Kentucky
$9K -$10.8K -359 -55%
HPBT
597
High Point Bank & Trust
North Carolina
$9K
PSUF
598
People's United Financial
Connecticut
$9K
AA
599
Apriem Advisors
California
$8K -$9.93K -330 -57%
QAM
600
QCI Asset Management
New York
$7K -$752 -25 -10%

WFM Hedge Fund Activity: Q4 2016 in Review

641 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2016, worth a combined $8.3B — up 7.5% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WFM positions and 59 closed out — a net gain of 49 holders — while 194 added to existing stakes and 247 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $63.9M. The largest seller was Capital Research Global Investors, cutting an estimated $126M.

  • 641 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2016, up from 601 in Q3 2016.
  • Funds reported $8.3B of Whole Foods Market Inc stock for Q4 2016, up 7.5% quarter-over-quarter.
  • 108 funds opened new Whole Foods Market Inc positions in Q4 2016 and 59 closed out, a net change of +49 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2016 was OppenheimerFunds, an estimated $63.9M added.
  • The largest Whole Foods Market Inc seller in Q4 2016 was Capital Research Global Investors, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2016.