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WFM

Whole Foods Market Inc
WFM

Delisted

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

685 hedge funds and large institutions have $15B invested in Whole Foods Market Inc in 2014 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 234 increasing their positions, 233 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 52

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

34% more capital invested

Capital invested by funds: $11.2B → $15B (+$3.79B)

12% more funds holding

Funds holding: 612685 (+73)

6% more call options, than puts

Call options by funds: $710M | Put options by funds: $671M

0% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 233

Holders
685
Holders Change
+73
Holders Change %
+11.93%
% of All Funds
18.27%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
133
Increased
234
Reduced
233
Closed
52
Calls
$710M
Puts
$671M
Net Calls
+$38.3M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$35M +$8.47M +192,181 +38%
AllianceBernstein
77
AllianceBernstein
Tennessee
$34.4M -$908K -20,607 -3%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$32.1M -$738K -16,741 -3%
KCM
79
Kornitzer Capital Management
Kansas
$30.9M -$2.5M -56,725 -8%
KCP
80
KDI Capital Partners
North Carolina
$28.7M +$190K +4,312 +0.8%
BTS
81
BB&T Securities
Virginia
$28.7M -$3.24M -73,537 -56%
Lord, Abbett & Co
82
Lord, Abbett & Co
New Jersey
$28M +$24.5M +555,020 New
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$27.4M -$127K -2,876 -0.5%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$26.9M +$458K +10,400 +2%
MTB
85
Mizuho Trust & Banking
Japan
$26.8M -$877K -19,901 -4%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$26.4M +$22.8M +516,409 +7,315%
Fidelity International
87
Fidelity International
Bermuda
$25.4M +$22.2M +503,312 New
FMW
88
Farr Miller & Washington
District of Columbia
$25.4M +$1.28M +29,140 +6%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$24.9M -$527K -11,950 -2%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$24.3M -$16.1M -365,760 -43%
Renaissance Technologies
91
Renaissance Technologies
New York
$24.1M -$9.6M -218,000 -31%
Robeco Institutional Asset Management
92
Robeco Institutional Asset Management
Netherlands
$23.7M -$3.68M -83,634 -15%
ALA
93
Atherton Lane Advisers
California
$23.7M +$566K +12,843 +3%
Prudential Financial
94
Prudential Financial
New Jersey
$23.6M -$840K -19,061 -4%
AC
95
Ascend Capital
California
$23.4M +$20.4M +463,400 New
Principal Financial Group
96
Principal Financial Group
Iowa
$23.2M +$1.05M +23,745 +5%
IP
97
Interval Partners
New York
$21.9M +$19.2M +435,000 New
BJ
98
BlackRock Japan
Japan
$21.7M +$682K +15,475 +4%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$21M -$13M -294,525 -41%
RFC
100
Regions Financial Corp
Alabama
$20.3M +$64.4K +1,461 +0.4%

WFM Hedge Fund Activity: Q4 2014 in Review

685 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2014, worth a combined $15B — up 34% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new WFM positions and 52 closed out — a net gain of 81 holders — while 234 added to existing stakes and 233 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $301M. The largest seller was Janus Henderson Investors US, cutting an estimated $254M.

  • 685 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2014, up from 612 in Q3 2014.
  • Funds reported $15B of Whole Foods Market Inc stock for Q4 2014, up 34% quarter-over-quarter.
  • 133 funds opened new Whole Foods Market Inc positions in Q4 2014 and 52 closed out, a net change of +81 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2014 was Winslow Capital Management, an estimated $301M added.
  • The largest Whole Foods Market Inc seller in Q4 2014 was Janus Henderson Investors US, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2014.