Whole Foods Market Inc
WFM
WFM was delisted on the 25th of August, 2017.
599 hedge funds and large institutions have $11.6B invested in Whole Foods Market Inc in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 229 increasing their positions, 211 reducing their positions, and 102 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 211
8% more call options, than puts
Call options by funds: $584M | Put options by funds: $539M
4% less funds holding
Funds holding: 625 → 599 (-26)
20% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 102
26% less capital invested
Capital invested by funds: $15.6B → $11.6B (-$4.05B)
Top Buyers
| 1 |
Sands Capital Management
Arlington,
Virginia
|
+$719M |
| 2 |
Goldman Sachs
New York
|
+$263M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$133M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$120M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$114M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$639M |
| 2 |
Jennison Associates
New York
|
-$510M |
| 3 |
Coatue Management
New York
|
-$151M |
| 4 |
Bank of New York Mellon
New York
|
-$112M |
| 5 |
JP Morgan Chase
New York
|
-$98.6M |
WFM Hedge Fund Activity: Q2 2014 in Review
599 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q2 2014, worth a combined $11.6B — down 26% from $15.6B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of WFM and 82 opened new positions — a net loss of 20 holders — while 211 trimmed existing stakes and 229 added.
The largest buyer was Sands Capital Management, opening a new position worth an estimated $719M. The largest seller was T. Rowe Price Associates, cutting an estimated $639M.
- 599 institutional investors held Whole Foods Market Inc (WFM) as of Q2 2014, down from 625 in Q1 2014.
- Funds reported $11.6B of Whole Foods Market Inc stock for Q2 2014, down 26% quarter-over-quarter.
- 82 funds opened new Whole Foods Market Inc positions in Q2 2014 and 102 closed out, a net change of -20 holders.
- The largest Whole Foods Market Inc buyer in Q2 2014 was Sands Capital Management, an estimated $719M added.
- The largest Whole Foods Market Inc seller in Q2 2014 was T. Rowe Price Associates, an estimated $639M sold.
Based on aggregated 13F filings for Q2 2014.