We are live on ! Find out more
WFM

Whole Foods Market Inc
WFM

Delisted

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

Back to rankings

617 hedge funds and large institutions have $11.2B invested in Whole Foods Market Inc in 2017 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 151 increasing their positions, 261 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more funds holding in top 10

Funds holding in top 10: 5 → 18 (+13)

158% more call options, than puts

Call options by funds: $812M | Put options by funds: $315M

34% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 107

30% more capital invested

Capital invested by funds: $8.66B → $11.2B (+$2.59B)

5% more funds holding

Funds holding: 587 → 617 (+30)

42% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 261

Holders
617
Holders Change
+30
Holders Change %
+5.11%
% of All Funds
15.38%
Holding in Top 10
18
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+260%
% of All Funds
0.45%
New
143
Increased
151
Reduced
261
Closed
107
Calls
$812M
Puts
$315M
Net Calls
+$497M
Net Calls Change
+$367M

Top Buyers

1
JP
Jana Partners
New York
+$328M
2
PRCM
Pine River Capital Management
Minnesota
+$211M
3
SC
Sculptor Capital
New York
+$127M
4
NI
Nuance Investments
Missouri
+$88.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$76.9M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$329M
2
Goldman Sachs
Goldman Sachs
New York
-$245M
3
BlackRock
BlackRock
New York
-$218M
4
Parnassus Investments
Parnassus Investments
California
-$180M
5
SGA
Sustainable Growth Advisers
Connecticut
-$175M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
651
Virtu KCG Holdings
New York
– -$1.16M -38,996 Closed
AAIM
652
American Assets Investment Management
California
– -$1.14M -38,500 Closed
LCM
653
Laurion Capital Management
New York
– -$1.37M -37,500 Closed
AI
654
Advent International
Massachusetts
– -$1.07M -35,858 Closed
B
655
Barings
North Carolina
– -$1.03M -34,644 Closed
MC
656
Marcus Capital
Illinois
– -$1.01M -34,075 Closed
FWM
657
Frontier Wealth Management
Missouri
– -$961K -32,350 Closed
HWP
658
Hefty Wealth Partners
Indiana
– -$929K -31,280 Closed
PP
659
Paloma Partners
Connecticut
– -$1.01M -27,839 Closed
AP
660
AHL Partners
United Kingdom
– -$794K -26,702 Closed
PA
661
Pinnacle Associates
New York
– -$781K -26,277 Closed
ISL
662
Ingalls & Snyder LLC
New York
– -$754K -25,379 Closed
ZIG
663
Zurich Insurance Group
Switzerland
– -$734K -24,712 Closed
ST
664
Spot Trading
Illinois
– -$883K -24,243 Closed
DI
665
Diligent Investors
California
– -$709K -23,830 Closed
BAAM
666
Baker Avenue Asset Management
California
– -$647K -21,785 Closed
NHC
667
Nicholas Hoffman & Company
Georgia
– -$645K -21,703 Closed
BTS
668
BB&T Securities
Virginia
– -$630K -21,204 Closed
FA
669
FDx Advisors
Illinois
– -$614K -20,659 Closed
MCM
670
Murphy Capital Management
New Jersey
– -$612K -20,600 Closed
Balyasny Asset Management
671
Balyasny Asset Management
Illinois
– -$585K -19,700 Closed
JIC
672
Johnson Investment Counsel
Ohio
– -$574K -19,340 Closed
HFS
673
HL Financial Services
Kentucky
– -$551K -18,524 Closed
MCM
674
Marsico Capital Management
Colorado
– -$531K -17,871 Closed
CTI
675
Community Trust & Investment
Kentucky
– -$492K -16,550 Closed
25 26
27
28 29

WFM Hedge Fund Activity: Q2 2017 in Review

617 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q2 2017, worth a combined $11.2B — up 30% from $8.66B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new WFM positions and 107 closed out — a net gain of 36 holders — while 151 added to existing stakes and 261 trimmed.

The largest buyer was Jana Partners, adding an estimated $328M. The largest seller was Select Equity Group, cutting an estimated $329M.

  • 617 institutional investors held Whole Foods Market Inc (WFM) as of Q2 2017, up from 587 in Q1 2017.
  • Funds reported $11.2B of Whole Foods Market Inc stock for Q2 2017, up 30% quarter-over-quarter.
  • 143 funds opened new Whole Foods Market Inc positions in Q2 2017 and 107 closed out, a net change of +36 holders.
  • The largest Whole Foods Market Inc buyer in Q2 2017 was Jana Partners, an estimated $328M added.
  • The largest Whole Foods Market Inc seller in Q2 2017 was Select Equity Group, an estimated $329M sold.

Based on aggregated 13F filings for Q2 2017.