We are live on ! Find out more
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
CG
601
Colony Group
Massachusetts
$10K
WAS
602
Winch Advisory Services
Wisconsin
$10K +$10.7K +200 New
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$31K -582 -76%
HDIM
604
Hanson & Doremus Investment Management
Vermont
$9K
M
605
MOTCO
Texas
$9K
ECM
606
ETrade Capital Management
Virginia
$8K -$8.52K -160 -50%
TFO
607
Tarbox Family Office
California
$8K +$1.39K +26 +20%
MCM
608
Manchester Capital Management
Vermont
$7K -$906 -17 -12%
ARMC
609
American Research & Management Company
Massachusetts
$6K
PIM
610
Progressive Investment Management
Oregon
$6K
JT
611
Jump Trading
Illinois
$5K -$814K -15,287 -99%
JFA
612
JNBA Financial Advisors
Minnesota
$5K
PFA
613
Paradigm Financial Advisors
Missouri
$5K
TDC
614
Thompson Davis & Co
Virginia
$5K +$4.79K +90 New
CA
615
CapWealth Advisors
Tennessee
$4K
FWM
616
Focused Wealth Management
New York
$3K
MIM
617
Macroview Investment Management
Maryland
$3K
HCM
618
Highlander Capital Management
New Jersey
$2.54K +$2.66K +50 New
Winslow Capital Management
619
Winslow Capital Management
Minnesota
$2K -$9.38K -176 -79%
CAW
620
Cornerstone Advisors (Washington)
Washington
$2K -$160 -3 -7%
WA
621
WealthTrust-Arizona
Arizona
$2K +$1.92K +36 New
GAM
622
Gemmer Asset Management
California
$2K +$2.56K +48 New
AFIA
623
America First Investment Advisors
Nebraska
$1K
BC
624
Bartlett & Co
Ohio
$1K +$533 +10 New
Walleye Trading
625
Walleye Trading
New York
$894 -$1.65M -30,938 -64%

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.