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WFM

Whole Foods Market Inc
WFM

Delisted

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

623 hedge funds and large institutions have $18.2B invested in Whole Foods Market Inc in 2013 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 229 increasing their positions, 202 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 46

13% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 202

10% more funds holding

Funds holding: 565623 (+58)

12% less capital invested

Capital invested by funds: $20.7B → $18.2B (-$2.48B)

22% less call options, than puts

Call options by funds: $295M | Put options by funds: $376M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
18.08%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.2%
New
109
Increased
229
Reduced
202
Closed
46
Calls
$295M
Puts
$376M
Net Calls
-$81.4M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$54.3M +$128K +2,158 +0.2%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$51M -$2.13M -35,877 -4%
First Trust Advisors
53
First Trust Advisors
Illinois
$50.3M +$25.5M +430,517 +98%
BlackRock
54
BlackRock
New York
$47.2M +$5.99M +101,097 +14%
Axa
55
Axa
France
$47M +$1.19M +20,026 +3%
BCIM
56
British Columbia Investment Management
British Columbia, Canada
$46.8M +$6.25M +105,479 +15%
Charles Schwab
57
Charles Schwab
California
$44M +$1.06M +17,946 +2%
Credit Agricole
58
Credit Agricole
France
$42.2M +$14.7M +248,484 +52%
AI
59
Analytic Investors
California
$41.4M +$42.4M +715,194 New
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$40.2M +$9.43K +159 +0%
AllianceBernstein
61
AllianceBernstein
Tennessee
$39.5M -$22.9K -387 -0.1%
PIM
62
Profit Investment Management
Maryland
$38.9M -$3.38M -57,001 -8%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$38.8M +$279K +4,700 +0.7%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$38.3M -$204K -3,434 -0.5%
TA
65
Teachers Advisors
New York
$38.1M +$16.2M +273,034 +71%
NTCOC
66
Northern Trust Company of Connecticut
Connecticut
$37.7M -$1.68M -28,338 -4%
BIM
67
BlackRock Investment Management
Delaware
$37.4M -$1.93M -32,629 -5%
SG Americas Securities
68
SG Americas Securities
New York
$37.3M +$926K +15,621 +2%
ACI
69
AMP Capital Investors
Australia
$37.2M -$757K -12,774 -2%
NFA
70
Nationwide Fund Advisors
Ohio
$36.8M -$2.94M -49,560 -7%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$36.3M -$594K -10,014 -2%
EHC
72
Everett Harris & Co
California
$36.3M +$277K +4,670 +0.7%
AAMU
73
Amundi Asset Management US
Massachusetts
$36.1M +$37M +624,172 New
GF
74
Gabelli Funds
New York
$36M -$468K -7,900 -1%
Alkeon Capital Management
75
Alkeon Capital Management
New York
$34.7M +$35.6M +600,000 New

WFM Hedge Fund Activity: Q4 2013 in Review

623 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2013, worth a combined $18.2B — down 12% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new WFM positions and 46 closed out — a net gain of 63 holders — while 229 added to existing stakes and 202 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $158M. The largest seller was Jennison Associates, cutting an estimated $201M.

  • 623 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2013, up from 565 in Q3 2013.
  • Funds reported $18.2B of Whole Foods Market Inc stock for Q4 2013, down 12% quarter-over-quarter.
  • 109 funds opened new Whole Foods Market Inc positions in Q4 2013 and 46 closed out, a net change of +63 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2013 was Goldman Sachs, an estimated $158M added.
  • The largest Whole Foods Market Inc seller in Q4 2013 was Jennison Associates, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2013.