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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
WAM
676
Weiss Asset Management
Massachusetts
– -$234K -8,255 Closed
Truist Financial
677
Truist Financial
North Carolina
– -$234K -8,248 Closed
GA
678
Geneva Advisors
Illinois
– -$225K -7,930 Closed
Schroder Investment Management Group
679
Schroder Investment Management Group
United Kingdom
– -$225K -7,922 Closed
CCM
680
Compton Capital Management
Rhode Island
– -$247K -7,725 Closed
CCM
681
Covington Capital Management
California
– -$218K -7,700 Closed
TC
682
TradeLink Capital
Illinois
– -$218K -7,692 Closed
CCMW
683
Cypress Capital Management (Wyoming)
Wyoming
– -$218K -7,675 Closed
CANC
684
Culbertson A N & Co
Virginia
– -$216K -7,605 Closed
DWA
685
Douglass Winthrop Advisors
New York
– -$207K -7,317 Closed
SC
686
Scotia Capital
Ontario, Canada
– -$214K -7,126 Closed
FMA
687
FNY Managed Accounts
New York
– -$56.7K -2,000 Closed
MWP
688
MYCIO Wealth Partners
Pennsylvania
– -$49K -1,720 Closed
KLI
689
Kelman-Lazarov Inc
Tennessee
– -$42K -1,500 Closed
JGC
690
J. Goldman & Co
New York
– -$40K -1,400 Closed
CFA
691
Carroll Financial Associates
North Carolina
– -$15.5K -514 Closed
JSAM
692
J. Safra Asset Management
New York
– -$10K -354 Closed
S
693
SignatureFD
Georgia
– -$7K -248 Closed
TFA
694
Transamerica Financial Advisors
Florida
– -$6K -198 Closed
WTB
695
Washington Trust Bank
Washington
– -$3K -121 Closed
GWS
696
Glassman Wealth Services
Virginia
– -$3K -101 Closed
SIM
697
Sonora Investment Management
Arizona
– -$2.83K -100 Closed
JIM
698
Jupiter Investment Management
United Kingdom
– -$1K -68 Closed
HCM
699
Herndon Capital Management
Georgia
– -$1K -30 Closed
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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.