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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$33.4M -$2.1M -35,360 -6%
Ameriprise
77
Ameriprise
Minnesota
$32M -$27.1M -456,817 -45%
GC
78
Guggenheim Capital
Illinois
$30.3M +$3.61M +60,808 +13%
Dimensional Fund Advisors
79
Dimensional Fund Advisors
Texas
$28.7M -$245K -4,132 -0.8%
Allianz Asset Management
80
Allianz Asset Management
Germany
$28.3M +$2.26M +38,195 +8%
Principal Financial Group
81
Principal Financial Group
Iowa
$27.7M -$136K -2,296 -0.5%
Citigroup
82
Citigroup
New York
$27.4M +$12.9M +216,787 +84%
FCAM
83
F&C Asset Management
United Kingdom
$27.3M -$532K -8,966 -2%
Prudential Financial
84
Prudential Financial
New Jersey
$27.3M -$361K -6,090 -1%
CA
85
Commerzbank Aktiengesellschaft
Germany
$27.2M -$1.61M -27,230 -5%
MTB
86
Mizuho Trust & Banking
Japan
$27.1M +$92.6K +1,562 +0.3%
APG Asset Management
87
APG Asset Management
Netherlands
$26.5M -$3.93M -66,266 -13%
CCM
88
Cornerstone Capital Management
Minnesota
$25M +$25.7M +433,018 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$24.8M -$2.44M -41,148 -9%
TD Asset Management
90
TD Asset Management
Ontario, Canada
$24.5M -$1.15M -19,407 -4%
BJ
91
BlackRock Japan
Japan
$24M +$135K +2,271 +0.5%
Robeco Institutional Asset Management
92
Robeco Institutional Asset Management
Netherlands
$22.4M
Swiss National Bank
93
Swiss National Bank
Switzerland
$21.8M -$255K -4,300 -1%
AAM
94
AMI Asset Management
California
$21.3M +$54K +910 +0.2%
VCM
95
Vision Capital Management
Oregon
$20.9M -$1.6M -26,945 -7%
Barclays
96
Barclays
United Kingdom
$19.9M -$231K -3,902 -1%
IAM
97
Impax Asset Management
New Hampshire
$19.7M -$205K -3,453 -1%
Federated Hermes
98
Federated Hermes
Pennsylvania
$19.2M +$7.58M +127,846 +63%
William Blair & Company
99
William Blair & Company
Illinois
$19.1M +$3.32M +55,918 +20%
KCM
100
Kornitzer Capital Management
Kansas
$18.6M -$265K -4,475 -1%

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.