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WFM

Whole Foods Market Inc
WFM

Delisted

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

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: 518 (+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: 587617 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
701
Verity Asset Management
North Carolina
-$215K -7,246 Closed
CIAN
702
Capstone Investment Advisors (Netherlands)
New York
-$212K -7,117 Closed
GWCM
703
Godshalk Welsh Capital Management
Pennsylvania
-$205K -6,890 Closed
NCM
704
Nelson Capital Management
California
-$191K -6,435 Closed
SC
705
SRB Corp
Massachusetts
-$172K -5,775 Closed
PAM
706
Paradigm Asset Management
New York
-$162K -5,441 Closed
FMA
707
FNY Managed Accounts
New York
-$100K -2,750 Closed
SF
708
Synovus Financial
Georgia
-$54K -1,835 Closed
GWS
709
Glassman Wealth Services
Virginia
-$66.6K -1,829 -100%
CAG
710
Crestwood Advisors Group
Massachusetts
-$58K -1,600 Closed
MA
711
MUFG Americas
New York
-$37K -1,257 Closed
IIC
712
Integrated Investment Consultants
Michigan
-$35K -1,165 Closed
EDRH
713
Edmond de Rothschild Holding
Switzerland
-$33K -1,100 Closed
TF
714
Tompkins Financial
New York
-$23K -770 Closed
CCM
715
Cohen Capital Management
California
-$22K -750 Closed
BIG
716
Bellwether Investment Group
Tennessee
-$19K -650 Closed
BKA
717
Brick & Kyle Associates
Pennsylvania
-$19K -650 Closed
ATC
718
Adirondack Trust Company
New York
-$18K -600 Closed
AA
719
Apriem Advisors
California
-$7K -247 Closed
CPIG
720
Chicago Partners Investment Group
Illinois
-$6K -212 Closed
AF
721
Arrow Financial
New York
-$6K -200 Closed
BC
722
Bartlett & Co
Ohio
-$6K -200 Closed
CFA
723
Carroll Financial Associates
North Carolina
-$5K -200 Closed
HCA
724
Harbour Capital Advisors
Virginia
-$5.94K -200 Closed
GI
725
Gradient Investments
Minnesota
+$109 +3 New

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.