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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
MSA
101
Mason Street Advisors
Wisconsin
$18.4M -$477K -8,045 -2%
BTS
102
BB&T Securities
Virginia
$18.3M +$861K +14,515 +84%
JAM
103
Jupiter Asset Management
United Kingdom
$18.3M -$40.1K -677 -0.2%
O
104
OppenheimerFunds
New York
$17.8M +$1.09M +18,310 +6%
CBOA
105
Commonwealth Bank of Australia
Australia
$17.7M +$510K +8,604 +3%
SB
106
Suntrust Banks
Georgia
$17.5M -$5.77M -97,379 -24%
FAM
107
Fred Alger Management
New York
$16.3M +$10.8M +182,123 +182%
AQR Capital Management
108
AQR Capital Management
Connecticut
$16.3M +$1.63M +27,500 +11%
CCP
109
Clough Capital Partners
Massachusetts
$15.8M +$16.2M +272,600 New
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$15.7M +$198K +3,338 +1%
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$15.5M +$15.9M +267,965 New
HSBC Holdings
112
HSBC Holdings
United Kingdom
$15.4M -$233K -3,931 -1%
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
$14.9M +$534K +9,000 +4%
TAM
114
Trillium Asset Management
Massachusetts
$14.7M +$416K +7,019 +3%
CIA
115
CSat Investment Advisory
Michigan
$14.6M -$11.7M -197,501 -44%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$14M -$163K -2,747 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
117
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.7M -$3.5M -59,000 -20%
TI
118
Turner Investments
Pennsylvania
$13.6M -$2.05M -34,659 -13%
US Bancorp
119
US Bancorp
Minnesota
$13.2M +$1.56M +26,231 +13%
Citadel Advisors
120
Citadel Advisors
Florida
$13.2M +$8.65M +145,893 +179%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$12.8M +$14.8K +250 +0.1%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$12.8M -$10.4M -175,500 -44%
IG
123
Ithaka Group
Virginia
$12.7M +$1.46M +24,564 +13%
EA
124
Euclid Advisors
Connecticut
$12.6M +$12.9M +217,700 New
Aviva
125
Aviva
United Kingdom
$11.9M +$2.26M +38,171 +23%

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.