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WFM

Whole Foods Market Inc
WFM

Delisted

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

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641 hedge funds and large institutions have $8.3B invested in Whole Foods Market Inc in 2016 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 194 increasing their positions, 247 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $7.72B → $8.3B (+$581M)

7% more funds holding

Funds holding: 601 → 641 (+40)

2% more call options, than puts

Call options by funds: $295M | Put options by funds: $290M

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

21% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 247

Holders
641
Holders Change
+40
Holders Change %
+6.66%
% of All Funds
16.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
108
Increased
194
Reduced
247
Closed
59
Calls
$295M
Puts
$290M
Net Calls
+$4.6M
Net Calls Change
+$25M

Top Buyers

1
O
OppenheimerFunds
New York
+$63.9M
2
Parnassus Investments
Parnassus Investments
California
+$57.8M
3
Millennium Management
Millennium Management
New York
+$51.4M
4
Select Equity Group
Select Equity Group
New York
+$35.5M
5
Norges Bank
Norges Bank
Norway
+$28.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$126M
2
Citadel Advisors
Citadel Advisors
Florida
-$105M
3
Victory Capital Management
Victory Capital Management
Texas
-$81.3M
4
Invesco
Invesco
Georgia
-$68.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIBU
201
Gulf International Bank (UK)
United Kingdom
$3.3M – – –
Twin Tree Management
202
Twin Tree Management
Texas
$3.28M +$234K +7,779 +8%
RCM
203
Riverhead Capital Management
Delaware
$3.25M +$617K +20,500 +24%
BCM
204
BlueCrest Capital Management
Jersey
$3.23M +$2.72M +90,520 +627%
SOMRS
205
State of Michigan Retirement System
Michigan
$3.2M -$214K -7,116 -6%
SIC
206
Salem Investment Counselors
North Carolina
$3.16M -$73.8K -2,454 -2%
AP
207
AHL Partners
United Kingdom
$3.16M +$3.09M +102,644 New
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$3.13M – – –
Victory Capital Management
209
Victory Capital Management
Texas
$3.06M -$81.3M -2,704,162 -96%
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
$3.05M -$167K -5,551 -5%
Wolverine Trading
211
Wolverine Trading
Illinois
$3.03M -$1.99M -66,104 -40%
GCM
212
Garland Capital Management
Washington
$3.02M +$61.7K +2,050 +2%
CI
213
Cowen Inc
New York
$2.96M +$2.89M +96,062 New
GHCM
214
Glen Harbor Capital Management
California
$2.95M +$2.89M +95,952 New
TPSF
215
Texas Permanent School Fund
Texas
$2.93M -$84.1K -2,797 -3%
William Blair & Company
216
William Blair & Company
Illinois
$2.8M -$184K -6,129 -6%
CYG
217
Clean Yield Group
Vermont
$2.77M -$34.6K -1,150 -1%
HIM
218
Hanlon Investment Management
New Jersey
$2.75M +$2.68M +89,244 New
JMPWA
219
JP Morgan Private Wealth Advisors
California
$2.74M -$556K -18,491 -17%
Marshall Wace
220
Marshall Wace
United Kingdom
$2.71M +$2.65M +88,243 New
CBOA
221
Commonwealth Bank of Australia
Australia
$2.69M +$1.55M +51,529 +144%
WAM
222
Wolverine Asset Management
Illinois
$2.64M +$109K +3,631 +4%
JG
223
Jefferies Group
New York
$2.63M +$2.2M +73,011 +593%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$2.62M -$475K -15,803 -16%
SG Americas Securities
225
SG Americas Securities
New York
$2.61M -$2.39M -79,592 -48%
7 8
9
10 11

WFM Hedge Fund Activity: Q4 2016 in Review

641 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2016, worth a combined $8.3B — up 7.5% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WFM positions and 59 closed out — a net gain of 49 holders — while 194 added to existing stakes and 247 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $63.9M. The largest seller was Capital Research Global Investors, cutting an estimated $126M.

  • 641 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2016, up from 601 in Q3 2016.
  • Funds reported $8.3B of Whole Foods Market Inc stock for Q4 2016, up 7.5% quarter-over-quarter.
  • 108 funds opened new Whole Foods Market Inc positions in Q4 2016 and 59 closed out, a net change of +49 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2016 was OppenheimerFunds, an estimated $63.9M added.
  • The largest Whole Foods Market Inc seller in Q4 2016 was Capital Research Global Investors, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2016.