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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
HCM
651
Highbridge Capital Management
New York
– -$2.98M -105,000 Closed
QSS
652
Quantitative Systematic Strategies
Florida
– -$1.46M -52,067 Closed
MC
653
Maplelane Capital
New York
– -$1.42M -50,000 Closed
Calamos Advisors
654
Calamos Advisors
Illinois
– -$1.04M -36,646 Closed
Jacobs Levy Equity Management
655
Jacobs Levy Equity Management
New Jersey
– -$966K -34,090 Closed
GCP
656
GSA Capital Partners
United Kingdom
– -$738K -26,021 Closed
Rafferty Asset Management
657
Rafferty Asset Management
New York
– -$733K -25,859 Closed
Verition Fund Management
658
Verition Fund Management
Connecticut
– -$662K -23,368 Closed
NBC
659
Neuberger Berman Canada
Ontario, Canada
– -$651K -22,961 Closed
IHL
660
Investment House LLC
California
– -$616K -21,740 Closed
BA
661
Broadview Advisors
Wisconsin
– -$530K -18,700 Closed
MIAN
662
Mariner Independent Advisor Network
Kansas
– -$472K -16,647 Closed
NJBEST
663
New Jersey Better Educational Savings Trust
New Jersey
– -$454K -16,000 Closed
RIL
664
Rothschild Investment LLC
Illinois
– -$440K -15,525 Closed
VIA
665
Virtus Investment Advisers
Connecticut
– -$427K -15,045 Closed
ECM
666
Everence Capital Management
Indiana
– -$425K -14,983 Closed
NLI
667
Nippon Life Insurance
Japan
– -$414K -14,610 Closed
DC
668
Deere & Company
Illinois
– -$396K -13,962 Closed
QAM
669
Quantres Asset Management
Cayman Islands
– -$377K -13,300 Closed
DGHMC
670
Dalton, Greiner, Hartman, Maher & Co
New York
– -$356K -12,558 Closed
IG
671
ING Group
Netherlands
– -$350K -12,508 Closed
IWMPD
672
Integrated Wealth Management (Palm Desert)
California
– -$352K -12,411 Closed
GS
673
GAM Systematic
United Kingdom
– -$342K -12,056 Closed
WPP
674
Whalerock Point Partners
Rhode Island
– -$272K -9,600 Closed
NB
675
NBT Bank
New York
– -$236K -8,314 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.