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WFM

Whole Foods Market Inc
WFM

Delisted

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

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641 hedge funds and large institutions have $8.3B invested in Whole Foods Market Inc in 2016 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 194 increasing their positions, 247 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $7.72B → $8.3B (+$581M)

7% more funds holding

Funds holding: 601 → 641 (+40)

2% more call options, than puts

Call options by funds: $295M | Put options by funds: $290M

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

21% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 247

Holders
641
Holders Change
+40
Holders Change %
+6.66%
% of All Funds
16.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
108
Increased
194
Reduced
247
Closed
59
Calls
$295M
Puts
$290M
Net Calls
+$4.6M
Net Calls Change
+$25M

Top Buyers

1
O
OppenheimerFunds
New York
+$63.9M
2
Parnassus Investments
Parnassus Investments
California
+$57.8M
3
Millennium Management
Millennium Management
New York
+$51.4M
4
Select Equity Group
Select Equity Group
New York
+$35.5M
5
Norges Bank
Norges Bank
Norway
+$28.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Victory Capital Management
Victory Capital Management
Texas
-$81.3M
4
Invesco
Invesco
Georgia
-$68.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
101
Riverbridge Partners
Minnesota
$10.9M -$630K -20,928 -6%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$10.8M +$10.6M +352,076 New
NFA
103
Nationwide Fund Advisors
Ohio
$10.4M -$887K -29,484 -8%
FSCM
104
Front Street Capital Management
Montana
$10.4M – – –
GI
105
GAMCO Investors
Connecticut
$10.4M +$1.82M +60,350 +22%
SFM
106
Soros Fund Management
New York
$10.1M +$9.86M +327,800 New
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.71M +$893K +29,672 +10%
Citadel Advisors
108
Citadel Advisors
Florida
$9.65M -$105M -3,479,960 -92%
APG Asset Management
109
APG Asset Management
Netherlands
$9.61M – – –
AC
110
Armistice Capital
New York
$9.6M +$3.37M +112,000 +56%
National Pension Service
111
National Pension Service
South Korea
$9.47M +$601K +19,968 +7%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$9.31M +$259K +8,605 +3%
ESBC
113
E.S. Barr & Co
Kentucky
$9.27M -$8.69M -288,912 -49%
LWCFA
114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.27M -$1.29M -42,797 -12%
NM
115
Nokota Management
New York
$9.2M +$8.99M +299,000 New
PI
116
Putnam Investments
Massachusetts
$8.98M +$8.78M +291,920 New
PG
117
PEAK6 Group
Illinois
$8.89M -$4.59M -152,712 -35%
SC
118
Sculptor Capital
New York
$8.76M +$644K +21,400 +8%
JHIU
119
Janus Henderson Investors US
Colorado
$8.58M -$2.21M -73,545 -21%
LCP
120
LGT Capital Partners
Switzerland
$8.46M +$3.67M +122,000 +80%
CTB
121
Country Trust Bank
Illinois
$8.29M -$129K -4,300 -2%
RJA
122
Raymond James & Associates
Florida
$8.27M -$508K -16,903 -6%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$8.22M +$6.2K +206 +0.1%
RFC
124
Regions Financial Corp
Alabama
$7.97M +$175K +5,829 +2%
BTW
125
Boston Trust Walden
Massachusetts
$7.87M +$1.98M +65,713 +35%
3 4
5
6 7

WFM Hedge Fund Activity: Q4 2016 in Review

641 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2016, worth a combined $8.3B — up 7.5% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WFM positions and 59 closed out — a net gain of 49 holders — while 194 added to existing stakes and 247 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $63.9M. The largest seller was Capital Research Global Investors, cutting an estimated $126M.

  • 641 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2016, up from 601 in Q3 2016.
  • Funds reported $8.3B of Whole Foods Market Inc stock for Q4 2016, up 7.5% quarter-over-quarter.
  • 108 funds opened new Whole Foods Market Inc positions in Q4 2016 and 59 closed out, a net change of +49 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2016 was OppenheimerFunds, an estimated $63.9M added.
  • The largest Whole Foods Market Inc seller in Q4 2016 was Capital Research Global Investors, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2016.