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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
AHC
201
Adell Harriman & Carpenter
Texas
$4.42M -$166K -3,000 -4%
PI
202
Placemark Investments
Illinois
$4.17M -$229K -4,148 -5%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$4.06M +$418K +7,567 +12%
AG
204
Aperio Group
California
$4.06M +$764K +13,831 +25%
Nomura Holdings
205
Nomura Holdings
Japan
$3.98M +$1.25M +22,730 +50%
AAM
206
Autus Asset Management
Arizona
$3.88M +$197K +3,572 +6%
WAM
207
World Asset Management
Michigan
$3.88M -$158K -2,866 -4%
URS
208
Utah Retirement Systems
Utah
$3.87M -$27.6K -500 -0.7%
KBC Group
209
KBC Group
Belgium
$3.84M -$520K -9,414 -13%
DAM
210
Doheny Asset Management
California
$3.77M -$15.2K -275 -0.4%
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$3.73M +$70.1K +1,269 +2%
WB
212
WesBanco Bank
West Virginia
$3.73M -$5.52K -100 -0.2%
RP
213
Riverbridge Partners
Minnesota
$3.73M -$25M -452,665 -88%
PG
214
Portola Group
California
$3.65M +$3.45M +62,450 New
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$3.56M -$685K -12,400 -17%
NCGI
216
Next Century Growth Investors
Minnesota
$3.54M -$15.7K -285 -0.5%
TRSOTSOK
217
Teachers Retirement System of the State of Kentucky
Kentucky
$3.54M -$204K -3,700 -6%
BF
218
BOK Financial
Oklahoma
$3.5M +$404K +7,312 +14%
LBG
219
Lloyds Banking Group
United Kingdom
$3.48M -$251K -4,552 -7%
MNA
220
Manning & Napier Advisors
New York
$3.45M -$704K -12,760 -18%
GLAM
221
Gardner Lewis Asset Management
Pennsylvania
$3.33M +$41.7K +755 +1%
FT
222
Fiduciary Trust
Massachusetts
$3.32M +$2.39M +43,362 +324%
Nomura Asset Management
223
Nomura Asset Management
Japan
$3.21M -$590K -10,692 -16%
SG
224
Somerset Group
Minnesota
$3.17M
RJA
225
Raymond James & Associates
Florida
$3.16M +$68.5K +1,241 +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.