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WFM

Whole Foods Market Inc
WFM

Delisted

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

625 hedge funds and large institutions have $15.6B invested in Whole Foods Market Inc in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 253 increasing their positions, 210 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 60

20% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 210

0% more funds holding

Funds holding: 623625 (+2)

11% less call options, than puts

Call options by funds: $250M | Put options by funds: $281M

14% less capital invested

Capital invested by funds: $18.2B → $15.6B (-$2.58B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
625
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
18.05%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
253
Reduced
210
Closed
60
Calls
$250M
Puts
$281M
Net Calls
-$31M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$4.1M +$1.27M +23,840 +42%
FAM
202
Fred Alger Management
New York
$4.01M -$10.8M -203,024 -72%
AHC
203
Adell Harriman & Carpenter
Texas
$4.01M +$223K +4,192 +6%
AG
204
Aperio Group
California
$4M +$4.2M +78,887 New
RP
205
Riverbridge Partners
Minnesota
$3.99M +$598K +11,230 +17%
LBG
206
Lloyds Banking Group
United Kingdom
$3.95M +$344K +6,455 +9%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$3.91M -$234K -4,400 -5%
BCAM
208
Boston Common Asset Management
Massachusetts
$3.88M +$21.3K +400 +0.5%
N
209
Natixis
France
$3.74M -$175K -3,285 -4%
AIA
210
AGF Investments America
Ontario, Canada
$3.72M -$3.84M -72,100 -50%
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$3.69M +$233K +4,378 +6%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.61M +$12.6K +237 +0.3%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$3.59M +$325K +6,102 +9%
AF
214
Ally Financial
Michigan
$3.55M +$1.33M +25,000 +56%
TAM
215
Tocqueville Asset Management
New York
$3.53M +$439K +8,245 +13%
BFM
216
Boston Financial Management
Massachusetts
$3.52M +$2.83M +53,050 +322%
BAMCO Inc
217
BAMCO Inc
New York
$3.52M -$14.5K -272 -0.4%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$3.51M -$435K -8,162 -11%
UCFA
219
United Capital Financial Advisors
Texas
$3.46M +$1.04M +19,581 +40%
URS
220
Utah Retirement Systems
Utah
$3.38M +$21.3K +400 +0.6%
OPERF
221
Oregon Public Employees Retirement Fund
Oregon
$3.32M -$5.33K -100 -0.2%
B
222
Baird
Wisconsin
$3.32M +$43.6K +818 +1%
RFC
223
Regions Financial Corp
Alabama
$3.3M +$1.04M +19,434 +43%
Parallax Volatility Advisers
224
Parallax Volatility Advisers
California
$3.3M +$3.14M +58,988 +972%
JG
225
Jefferies Group
New York
$3.29M -$139K -2,603 -4%

WFM Hedge Fund Activity: Q1 2014 in Review

625 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q1 2014, worth a combined $15.6B — down 14% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WFM positions and 60 closed out — a net gain of 13 holders — while 253 added to existing stakes and 210 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $239M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $236M sold.

  • 625 institutional investors held Whole Foods Market Inc (WFM) as of Q1 2014, up from 623 in Q4 2013.
  • Funds reported $15.6B of Whole Foods Market Inc stock for Q1 2014, down 14% quarter-over-quarter.
  • 73 funds opened new Whole Foods Market Inc positions in Q1 2014 and 60 closed out, a net change of +13 holders.
  • The largest Whole Foods Market Inc buyer in Q1 2014 was Janus Henderson Investors US, an estimated $239M added.
  • The largest Whole Foods Market Inc seller in Q1 2014 was Ignis Investment Services, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2014.