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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
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.57M +$1.91M +32,293 +28%
Asset Management One
152
Asset Management One
Japan
$8.47M -$475K -8,011 -5%
AIA
153
AGF Investments America
Ontario, Canada
$8.41M +$3.08M +52,000 +56%
GHA
154
Garcia Hamilton & Associates
Texas
$8.37M -$3.16M -53,292 -27%
MFBTD
155
MB Financial Bank - Trust Department
Illinois
$8.32M +$1.13M +18,985 +15%
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.22M +$185K +3,115 +2%
HCM
157
Highbridge Capital Management
New York
$8.1M +$7.7M +129,946 +1,278%
USAA
158
United Services Automobile Association
Texas
$8.05M -$2.26M -38,202 -22%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.03M +$866K +14,600 +12%
DSA
160
Davis Selected Advisers
Arizona
$7.85M -$833K -14,050 -9%
Canada Pension Plan Investment Board
161
Canada Pension Plan Investment Board
Ontario, Canada
$7.62M +$4.21M +71,000 +117%
TSU
162
TD Securities (USA)
New York
$7.59M +$222K +3,752 +3%
WBC
163
Westpac Banking Corp
Australia
$7.59M +$6.47M +109,188 +495%
MCM
164
Munder Capital Management
Michigan
$7.59M -$1.02M -17,245 -12%
SWM
165
Segment Wealth Management
Texas
$7.35M
Lord, Abbett & Co
166
Lord, Abbett & Co
New Jersey
$7.26M -$10.2M -172,038 -58%
SIMG
167
Stephens Investment Management Group
Texas
$7.21M +$2.44M +41,155 +49%
SP
168
Sarasin & Partners
United Kingdom
$7.07M
CAM
169
Capstone Asset Management
Texas
$6.79M +$3.79M +63,951 +120%
MSR
170
Main Street Research
Connecticut
$6.74M +$61.1K +1,030 +0.9%
NCGI
171
Next Century Growth Investors
Minnesota
$6.16M +$2.73M +46,013 +76%
ASRS
172
Arizona State Retirement System
Arizona
$6.15M -$184K -3,100 -3%
CPIM
173
Columbia Partners Investment Management
Virginia
$6.08M -$59.6K -1,006 -0.9%
SCA
174
SAC Capital Advisors
Connecticut
$5.96M -$22M -370,587 -78%
HIMCH
175
Hartford Investment Management Co (HIMCO)
Connecticut
$5.86M -$445K -7,501 -7%

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.