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WFM

Whole Foods Market Inc
WFM

Delisted

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

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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: 601 → 641 (+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: 7 → 6 (-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

Top Buyers

1
O
OppenheimerFunds
New York
+$63.9M
2
Parnassus Investments
Parnassus Investments
California
+$57.8M
3
Millennium Management
Millennium Management
New York
+$51.4M
4
Select Equity Group
Select Equity Group
New York
+$35.5M
5
Norges Bank
Norges Bank
Norway
+$28.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Victory Capital Management
Victory Capital Management
Texas
-$81.3M
4
Invesco
Invesco
Georgia
-$68.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
601
Integrated Wealth Counsel
California
$7K – – –
PMFA
602
Plante Moran Financial Advisors
Michigan
$7K +$6.92K +230 New
AF
603
Arrow Financial
New York
$6K – – –
BC
604
Bartlett & Co
Ohio
$6K – – –
HWM
605
Holloway Wealth Management
Florida
$6K – – –
MUS
606
Mitsubishi UFJ Securities
Japan
$6K – – –
WCM
607
Wealthcare Capital Management
Virginia
$6K – – –
EF
608
Empirical Finance
Pennsylvania
$6K +$4.93K +164 New
BA
609
BCM Advisors
Louisiana
$6K +$5.42K +180 New
ZB
610
Zions Bancorporation
Utah
$5K -$872 -29 -14%
TFO
611
Tarbox Family Office
California
$5K – – –
TCM
612
Tradewinds Capital Management
Washington
$5K – – –
EARNEST Partners
613
EARNEST Partners
Georgia
$5K +$4.6K +153 New
LWA
614
Lowe Wealth Advisors
Maryland
$4K – – –
TRCT
615
Tower Research Capital (TRC)
New York
$4K +$872 +29 +32%
PFBT
616
Parkside Financial Bank & Trust
Missouri
$4K +$963 +32 +37%
ARMC
617
American Research & Management Company
Massachusetts
$4K +$3.61K +120 New
FCB
618
First Command Bank
Texas
$4K +$4.03K +134 New
FCFS
619
First Command Financial Services
Texas
$4K +$4.03K +134 New
NSB
620
Norway Savings Bank
Maine
$4K +$4.03K +134 New
CHC
621
City Holding Co
West Virginia
$3K – – –
PG
622
Patten Group
Tennessee
$3K – – –
SCA
623
Stuart Chaussee & Associates
California
$3K – – –
CFS
624
Commonwealth Financial Services
West Virginia
$3K +$2.59K +86 New
BTIS
625
BB&T Investment Services
North Carolina
$3K +$3.13K +104 New
23 24
25
26 27

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.