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WFM

Whole Foods Market Inc
WFM

Delisted

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

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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: 623 → 625 (+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: 7 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
+$239M
2
Brown Advisory
Brown Advisory
Maryland
+$139M
3
SGA
Sustainable Growth Advisers
Connecticut
+$76.7M
4
TCM
Tiger Consumer Management
New York
+$70.5M
5
Jennison Associates
Jennison Associates
New York
+$61.7M

Top Sellers

Rank Fund Capital Flow
1
IIS
Ignis Investment Services
United Kingdom
-$236M
2
American Century Companies
American Century Companies
Missouri
-$235M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$209M
4
JP Morgan Chase
JP Morgan Chase
New York
-$179M
5
WA
WestEnd Advisors
North Carolina
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Philadelphia Trust Company
Pennsylvania
– -$765K -13,225 Closed
ID
652
Integral Derivatives
New York
– -$686K -12,880 Closed
DCM
653
Dialectic Capital Management
Connecticut
– -$714K -12,345 Closed
IPRC
654
Indices-Pac Research Corporation
New Jersey
– -$593K -10,255 Closed
GGHC
655
Gilder Gagnon Howe & Co
New York
– -$552K -9,542 Closed
RMAM
656
Raab & Moskowitz Asset Management
New Jersey
– -$445K -7,696 Closed
EEG
657
E.E. Geduld
– -$434K -7,500 Closed
CAM
658
CG Asset Management
New York
– -$419K -7,250 Closed
ICRM
659
Insight Capital Research & Management
California
– -$395K -6,830 Closed
TCM
660
Tributary Capital Management
Nebraska
– -$376K -6,500 Closed
Jane Street
661
Jane Street
New York
– -$340K -5,882 Closed
Twin Tree Management
662
Twin Tree Management
Texas
– -$267K -5,004 Closed
BUB
663
BBVA USA Bancshares
Texas
– -$270K -4,675 Closed
WT
664
Washington Trust
Rhode Island
– -$229K -3,961 Closed
CA
665
Cetera Advisors
Colorado
– -$217K -3,736 Closed
MRCM
666
M&R Capital Management
New Jersey
– -$214 -3,700 Closed
CIM
667
Calvert Investment Management
Maryland
– -$207K -3,583 Closed
TFCP
668
Twin Focus Capital Partners
Massachusetts
– -$203K -3,504 Closed
Fuller & Thaler Asset Management
669
Fuller & Thaler Asset Management
California
– -$162K -2,800 Closed
SAM
670
Solaris Asset Management
New York
– -$116K -2,000 Closed
CRCP
671
Copper Rock Capital Partners
Massachusetts
– -$80K -1,390 Closed
S
672
SignatureFD
Georgia
– -$48K -830 Closed
DSC
673
Duncker Streett & Co
Missouri
– -$46K -800 Closed
WCM
674
Windsor Capital Management
Arizona
– -$36K -620 Closed
ASN
675
Advisory Services Network
Georgia
– -$22K -374 Closed
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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.