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WFM

Whole Foods Market Inc
WFM

Delisted

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

625 hedge funds and large institutions have $15.6B invested in Whole Foods Market Inc in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 253 increasing their positions, 210 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

20% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 210

0% more funds holding

Funds holding: 623625 (+2)

11% less call options, than puts

Call options by funds: $250M | Put options by funds: $281M

14% less capital invested

Capital invested by funds: $18.2B → $15.6B (-$2.58B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
625
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
18.05%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
253
Reduced
210
Closed
60
Calls
$250M
Puts
$281M
Net Calls
-$31M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$28.6M -$679K -12,744 -2%
Calamos Advisors
77
Calamos Advisors
Illinois
$28.2M +$29M +544,208 +4,272%
GC
78
Guggenheim Capital
Illinois
$27.9M +$1.43M +26,751 +5%
Prudential Financial
79
Prudential Financial
New Jersey
$27.6M +$3.8M +71,400 +15%
WCM
80
Winton Capital Management
United Kingdom
$27.5M +$18.6M +348,360 +180%
APG Asset Management
81
APG Asset Management
Netherlands
$25.7M +$2.65M +49,755 +11%
LOAMU
82
Lombard Odier Asset Management (USA)
New York
$25.4M +$26.6M +500,000 New
Dimensional Fund Advisors
83
Dimensional Fund Advisors
Texas
$25.2M +$41.6K +781 +0.2%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$24.7M +$5.33M +100,000 +26%
Barclays
85
Barclays
United Kingdom
$24.6M +$7.61M +142,755 +41%
Principal Financial Group
86
Principal Financial Group
Iowa
$24.5M +$229K +4,301 +0.9%
NFA
87
Nationwide Fund Advisors
Ohio
$24.5M -$8.16M -153,200 -24%
FCAM
88
F&C Asset Management
United Kingdom
$23.3M -$671K -12,601 -3%
CA
89
Commerzbank Aktiengesellschaft
Germany
$23.3M -$3.19M -59,956 -12%
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$23.2M +$10.1M +190,300 +71%
Allianz Asset Management
91
Allianz Asset Management
Germany
$21.8M -$3.19M -59,818 -12%
Credit Agricole
92
Credit Agricole
France
$21.7M -$16M -300,339 -41%
CCP
93
Clough Capital Partners
Massachusetts
$21.6M +$8.17M +153,400 +56%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$21.4M -$12.3M -230,730 -35%
Citigroup
95
Citigroup
New York
$21.4M -$2.78M -52,114 -11%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$21.1M -$419K -7,865 -2%
SG Americas Securities
97
SG Americas Securities
New York
$20.9M -$12.4M -233,127 -36%
KCM
98
Kornitzer Capital Management
Kansas
$20.7M +$4.57M +85,850 +27%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$20.5M +$9.76M +183,100 +83%
BJ
100
BlackRock Japan
Japan
$20M -$1.11M -20,903 -5%

WFM Hedge Fund Activity: Q1 2014 in Review

625 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q1 2014, worth a combined $15.6B — down 14% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WFM positions and 60 closed out — a net gain of 13 holders — while 253 added to existing stakes and 210 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $239M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $236M sold.

  • 625 institutional investors held Whole Foods Market Inc (WFM) as of Q1 2014, up from 623 in Q4 2013.
  • Funds reported $15.6B of Whole Foods Market Inc stock for Q1 2014, down 14% quarter-over-quarter.
  • 73 funds opened new Whole Foods Market Inc positions in Q1 2014 and 60 closed out, a net change of +13 holders.
  • The largest Whole Foods Market Inc buyer in Q1 2014 was Janus Henderson Investors US, an estimated $239M added.
  • The largest Whole Foods Market Inc seller in Q1 2014 was Ignis Investment Services, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2014.