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WFM

Whole Foods Market Inc
WFM

Delisted

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

565 hedge funds and large institutions have $20.7B invested in Whole Foods Market Inc in 2013 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 219 increasing their positions, 193 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

32% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 50

29% more capital invested

Capital invested by funds: $16.1B → $20.7B (+$4.62B)

13% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 193

2% more funds holding

Funds holding: 554565 (+11)

13% less call options, than puts

Call options by funds: $226M | Put options by funds: $261M

Holders
565
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
18.32%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.36%
New
66
Increased
219
Reduced
193
Closed
50
Calls
$226M
Puts
$261M
Net Calls
-$34.4M
Net Calls Change
+$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$14.3M +$794K +14,387 +6%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$13M +$993K +17,994 +9%
FC
128
Fiera Capital
New York
$12.4M +$11.7M +212,150 New
DIA
129
Denver Investment Advisors
Colorado
$12.2M -$310K -5,608 -3%
Federated Hermes
130
Federated Hermes
Pennsylvania
$11.9M -$1.52M -27,502 -12%
US Bancorp
131
US Bancorp
Minnesota
$11.8M -$109K -1,971 -1%
GHA
132
Garcia Hamilton & Associates
Texas
$11.6M +$5.14M +93,178 +89%
IG
133
Ithaka Group
Virginia
$11.4M +$490K +8,881 +5%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$11.4M -$8.75M -158,440 -45%
Comerica Bank
135
Comerica Bank
Texas
$11.1M +$10.5M +189,848 New
Adage Capital Partners
136
Adage Capital Partners
Massachusetts
$10.9M -$6.84M -123,840 -40%
TPSF
137
Texas Permanent School Fund
Texas
$10.8M +$461K +8,345 +5%
TG
138
TCW Group
California
$10.8M +$817K +14,796 +9%
GIP
139
Granite Investment Partners
California
$10.4M -$254K -4,606 -3%
DL
140
Delta Lloyd
Netherlands
$10.4M +$82.7K +1,498 +0.8%
USAA
141
United Services Automobile Association
Texas
$10.4M -$1.13M -20,486 -10%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$10.3M +$778K +14,091 +9%
CGI
143
CI Global Investments
California
$10.2M -$1.9M -34,500 -16%
RG
144
Rathbones Group
United Kingdom
$10.2M -$6.63K -120 -0.1%
HNB
145
Huntington National Bank
Ohio
$10.2M +$997K +18,058 +12%
BTS
146
BB&T Securities
Virginia
$10.1M +$148K +2,683 +19%
Macquarie Group
147
Macquarie Group
Australia
$9.94M -$1.74M -31,444 -16%
Aviva
148
Aviva
United Kingdom
$9.77M +$1.36M +24,543 +17%
N
149
Nuveen
North Carolina
$9.77M -$19.8M -358,867 -68%
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
$9.74M +$9.19M +166,500 New

WFM Hedge Fund Activity: Q3 2013 in Review

565 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q3 2013, worth a combined $20.7B — up 29% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WFM positions and 50 closed out — a net gain of 16 holders — while 219 added to existing stakes and 193 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $219M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.3M.

  • 565 institutional investors held Whole Foods Market Inc (WFM) as of Q3 2013, up from 554 in Q2 2013.
  • Funds reported $20.7B of Whole Foods Market Inc stock for Q3 2013, up 29% quarter-over-quarter.
  • 66 funds opened new Whole Foods Market Inc positions in Q3 2013 and 50 closed out, a net change of +16 holders.
  • The largest Whole Foods Market Inc buyer in Q3 2013 was Goldman Sachs, an estimated $219M added.
  • The largest Whole Foods Market Inc seller in Q3 2013 was T. Rowe Price Associates, an estimated $89.3M sold.

Based on aggregated 13F filings for Q3 2013.