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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
MWM
626
Mascoma Wealth Management
New Hampshire
$3K +$3.37K +112 New
CIA
627
Cascade Investment Advisors
Oregon
$2.46K +$2.41K +80 New
ACM
628
Armbruster Capital Management
New York
$2K – – –
EWM
629
Evercore Wealth Management
New York
$2K – – –
AWM
630
Avior Wealth Management
Nebraska
$2K +$1.65K +55 New
FBT
631
First Bank & Trust
South Dakota
$2K +$1.75K +58 New
ADL
632
Asset Dedication LLC
California
$1K -$30.1K -1,000 -98%
JFA
633
JNBA Financial Advisors
Minnesota
$1K -$6.62K -220 -89%
MFBTD
634
MB Financial Bank - Trust Department
Illinois
$1K -$1.69K -56 -55%
AF
635
Allworth Financial
California
$1K -$1.5K -50 -63%
ACS
636
Archford Capital Strategies
Illinois
$1K – – –
MFW
637
Mosaic Family Wealth
Missouri
$1K – – –
CFA
638
Camarda Financial Advisors
Florida
$1K +$842 +28 New
LS
639
Livforsakringsbolaget Skandia
Sweden
$801 -$1.11M -36,920 -59%
TP
640
Truvvo Partners
New York
$684 +$94.9K +3,155 +17%
PK
641
Pflug Koory
Nebraska
$432 +$422K +14,045 New
SLF
642
Sun Life Financial
Ontario, Canada
$170 +$150 +5 New
State of New Jersey Common Pension Fund D
643
State of New Jersey Common Pension Fund D
New Jersey
– -$38.6M -1,360,000 Closed
TC
644
Tyvor Capital
Illinois
– -$23.1M -816,106 Closed
MTB
645
Mizuho Trust & Banking
Japan
– -$14.1M -497,993 Closed
GAM
646
Gotham Asset Management
New York
– -$9.98M -352,153 Closed
D.E. Shaw & Co
647
D.E. Shaw & Co
New York
– -$5.74M -190,724 Closed
CC
648
Carlson Capital
Texas
– -$4.6M -162,259 Closed
PL
649
Perpetual Ltd
Australia
– -$4.26M -150,240 Closed
QI
650
Qualcomm Inc
California
– -$3.36M -118,500 Closed
24 25
26
27 28

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.