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WFM

Whole Foods Market Inc
WFM

Delisted

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

713 hedge funds and large institutions have $15B invested in Whole Foods Market Inc in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 233 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

4% more funds holding

Funds holding: 685713 (+28)

0% more capital invested

Capital invested by funds: $15B → $15B (+$42.7M)

13% less call options, than puts

Call options by funds: $369M | Put options by funds: $425M

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 275

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
713
Holders Change
+28
Holders Change %
+4.09%
% of All Funds
19%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
93
Increased
233
Reduced
275
Closed
55
Calls
$369M
Puts
$425M
Net Calls
-$56.6M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
Teachers Advisors
New York
$22.4M +$1.93M +35,955 +9%
BA
102
Boston Advisors
Massachusetts
$22.2M +$3.51M +65,429 +18%
AAM
103
AMI Asset Management
California
$21.6M +$977K +18,240 +5%
BJ
104
BlackRock Japan
Japan
$21.4M -$1.02M -18,941 -4%
SC
105
Shellback Capital
Massachusetts
$20.8M +$10.2M +190,000 +90%
RP
106
Riverbridge Partners
Minnesota
$20.4M -$59.9K -1,118 -0.3%
RFC
107
Regions Financial Corp
Alabama
$20.3M -$747K -13,931 -3%
TAM
108
Trillium Asset Management
Massachusetts
$20.3M +$618K +11,540 +3%
Credit Agricole
109
Credit Agricole
France
$19.9M -$286K -5,345 -1%
Voloridge Investment Management
110
Voloridge Investment Management
Florida
$19.9M +$20.5M +382,297 New
MFAM
111
Motley Fool Asset Management
Virginia
$19.3M
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$19M +$10.8M +200,865 +122%
BTS
113
BB&T Securities
Virginia
$18.1M -$1.18M -22,080 -39%
DCLA
114
Douglas C. Lane & Associates
New York
$17.8M +$32.7K +610 +0.2%
Fiera Capital (Canada)
115
Fiera Capital (Canada)
Quebec, Canada
$17.6M -$134K -2,500 -0.7%
CIM
116
Corda Investment Management
Texas
$16.7M -$896K -16,712 -5%
CA
117
Commerzbank Aktiengesellschaft
Germany
$15.9M -$4.56M -85,165 -22%
IIM
118
Ivory Investment Management
New York
$15.9M +$439K +8,189 +3%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$15.7M -$606K -11,302 -4%
Barclays
120
Barclays
United Kingdom
$15.3M -$1.07M -19,905 -6%
CCMH
121
Cornerstone Capital Management Holdings
New York
$15.2M +$11.2M +208,109 +249%
EAM
122
Edge Asset Management
Washington
$15.1M -$13.4K -250 -0.1%
USAA
123
United Services Automobile Association
Texas
$15.1M -$376K -7,009 -2%
JCM
124
Jag Capital Management
Missouri
$14.9M +$15.3M +285,756 New
BCIM
125
British Columbia Investment Management
British Columbia, Canada
$14.8M +$4.58M +85,440 +43%

WFM Hedge Fund Activity: Q1 2015 in Review

713 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q1 2015, worth a combined $15B — up 0.28% from $15B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WFM positions and 55 closed out — a net gain of 38 holders — while 233 added to existing stakes and 275 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $152M.

  • 713 institutional investors held Whole Foods Market Inc (WFM) as of Q1 2015, up from 685 in Q4 2014.
  • Funds reported $15B of Whole Foods Market Inc stock for Q1 2015, up 0.28% quarter-over-quarter.
  • 93 funds opened new Whole Foods Market Inc positions in Q1 2015 and 55 closed out, a net change of +38 holders.
  • The largest Whole Foods Market Inc buyer in Q1 2015 was Pictet Asset Management (UK), an estimated $110M added.
  • The largest Whole Foods Market Inc seller in Q1 2015 was Fidelity Investments, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2015.