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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
WA
626
WestEnd Advisors
North Carolina
-$127M -2,196,673 Closed
IIS
627
Ignis Investment Services
United Kingdom
-$236M -407,303 Closed
CIA
628
CSat Investment Advisory
Michigan
-$14.6M -252,312 Closed
EA
629
Euclid Advisors
Connecticut
-$12.6M -217,700 Closed
WRF
630
Waddell & Reed Financial
Kansas
-$10.1M -175,000 Closed
UOC
631
UBS O'Connor
Illinois
-$9.39M -162,435 Closed
Lord, Abbett & Co
632
Lord, Abbett & Co
New Jersey
-$7.26M -125,579 Closed
NCGI
633
Next Century Growth Investors
Minnesota
-$6.16M -106,599 Closed
DCM
634
Decatur Capital Management
Georgia
-$5.84M -100,925 Closed
MSU
635
Mizuho Securities USA
New York
-$2.6M -44,916 Closed
AP
636
Alydar Partners
Massachusetts
-$2.31M -40,000 Closed
Capstone Investment Advisors
637
Capstone Investment Advisors
New York
-$2.19M -37,953 Closed
CAM
638
Congress Asset Management
Massachusetts
-$2.12M -36,715 Closed
WCA
639
Waratah Capital Advisors
Ontario, Canada
-$1.76M -30,500 Closed
3NC
640
300 North Capital
California
-$1.73M -29,980 Closed
Acadian Asset Management
641
Acadian Asset Management
Massachusetts
-$1.69M -29,187 Closed
RJFSA
642
Raymond James Financial Services Advisors
Florida
-$1.61M -27,915 Closed
WMC
643
Westwood Management Corporation
Illinois
-$1.18M -20,400 Closed
WCM
644
Westend Capital Management
California
-$1.11M -19,120 Closed
SFI
645
SPC Financial Inc
Maryland
-$1.1M -19,054 Closed
KIG
646
Kessler Investment Group
Indiana
-$1.1M -18,997 Closed
CM
647
Churchill Management
California
-$910K -15,730 Closed
Two Sigma Advisers
648
Two Sigma Advisers
New York
-$799K -14,988 Closed
Capital Fund Management (CFM)
649
Capital Fund Management (CFM)
France
-$737K -13,833 Closed
AWM
650
Altavista Wealth Management
North Carolina
-$777K -13,441 Closed

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.