We are live on ! Find out more
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
Asset Management One
151
Asset Management One
Japan
$9.17M +$1.25M +22,654 +17%
IRF
152
IBM Retirement Fund
New York
$9.02M -$1.19M -21,592 -12%
SOMRS
153
State of Michigan Retirement System
Michigan
$8.86M +$629K +11,400 +8%
DSA
154
Davis Selected Advisers
Arizona
$8.76M -$1.6M -28,906 -16%
MCM
155
Munder Capital Management
Michigan
$8.69M +$8.2M +148,470 New
OTPPB
156
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.51M +$3.47M +62,762 +76%
OI
157
Oakbrook Investments
Illinois
$8.35M +$7.88M +142,800 New
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.14M +$481K +8,705 +7%
IGIM
159
I.G. Investment Management
Manitoba, Canada
$7.77M -$287K -5,200 -4%
TSU
160
TD Securities (USA)
New York
$7.46M +$548K +9,931 +8%
SWM
161
Segment Wealth Management
Texas
$7.43M
Arrowstreet Capital
162
Arrowstreet Capital
Massachusetts
$7.37M +$6.96M +126,009 New
WRF
163
Waddell & Reed Financial
Kansas
$7.31M -$2.21M -40,000 -24%
MFBTD
164
MB Financial Bank - Trust Department
Illinois
$7.3M +$407K +7,369 +6%
Public Sector Pension Investment Board (PSP Investments)
165
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.26M +$331K +6,000 +5%
SP
166
Sarasin & Partners
United Kingdom
$7.15M +$1.76M +31,814 +35%
STC
167
SEI Trust Company
Pennsylvania
$6.92M -$6.12M -110,842 -48%
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.78M +$1.14M +20,582 +22%
MSR
169
Main Street Research
Connecticut
$6.76M +$69K +1,250 +1%
DILH
170
Dai-ichi Life Holdings
Japan
$6.51M -$155K -2,803 -2%
GA
171
Geneva Advisors
Illinois
$6.45M -$5.17M -93,599 -46%
ASRS
172
Arizona State Retirement System
Arizona
$6.4M +$513K +9,300 +9%
HIMCH
173
Hartford Investment Management Co (HIMCO)
Connecticut
$6.37M +$151K +2,730 +3%
FNBOO
174
First National Bank of Omaha
Nebraska
$6.3M +$35.9K +651 +0.6%
CPIM
175
Columbia Partners Investment Management
Virginia
$6.21M -$121K -2,184 -2%

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.