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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
HP
51
Holowesko Partners
Bahamas
$27.5M – – –
GF
52
Gabelli Funds
New York
$27.5M +$4M +133,000 +17%
Swiss National Bank
53
Swiss National Bank
Switzerland
$27.4M – – –
AAMU
54
Amundi Asset Management US
Massachusetts
$27.1M -$2.42M -80,525 -8%
Invesco
55
Invesco
Georgia
$25M -$68.7M -2,283,292 -74%
RP
56
Reinhart Partners
Wisconsin
$24.7M -$461K -15,336 -2%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$24.7M +$7.21M +239,672 +43%
PPA
58
Parametric Portfolio Associates
Washington
$24.6M -$2.38M -79,144 -9%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$24.4M -$32.2M -1,071,097 -57%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$23.8M -$472K -15,700 -2%
PAMU
61
Pictet Asset Management (UK)
United Kingdom
$21.8M +$2.92M +96,905 +16%
Fayez Sarofim & Co
62
Fayez Sarofim & Co
Texas
$21.5M -$1.1M -36,481 -5%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$21.4M +$226K +7,500 +1%
Nordea Investment Management
64
Nordea Investment Management
Sweden
$21.4M +$934K +31,064 +5%
BlackRock
65
BlackRock
New York
$21.4M +$76.2K +2,532 +0.4%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$20.9M -$535K -17,800 -3%
PTC
67
Philadelphia Trust Company
Pennsylvania
$20.2M +$883K +29,352 +5%
Baillie Gifford & Co
68
Baillie Gifford & Co
United Kingdom
$20.2M -$603K -20,055 -3%
CS
69
Credit Suisse
Switzerland
$19.8M -$4.34M -144,257 -18%
RCAMU
70
Rothschild & Co Asset Management US
Connecticut
$19.6M +$1.12M +37,084 +6%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$19.6M -$938K -31,195 -5%
AIMCA
72
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.3M -$596K -19,800 -3%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$18.9M +$1.61M +53,449 +10%
TAM
74
Tocqueville Asset Management
New York
$18.7M +$4.14M +137,606 +29%
TA
75
Teachers Advisors
New York
$18.4M +$3.22M +106,959 +22%
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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.