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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
LTI
1
Laffer Tengler Investments
Tennessee
$2.39B -$2.04M -36,980 Closed
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.46B -$89.3M -1,617,210 -6%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.28B -$17.8M -322,384 -1%
Jennison Associates
4
Jennison Associates
New York
$1.17B -$37.4M -678,223 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.04B +$52.5M +950,228 +6%
State Street
6
State Street
Massachusetts
$861M -$55.8M -1,010,985 -6%
Wells Fargo
7
Wells Fargo
California
$805M -$56.2M -1,017,489 -7%
Brown Advisory
8
Brown Advisory
Maryland
$570M +$87.3M +1,581,412 +19%
BIT
9
BlackRock Institutional Trust
California
$567M +$18.2M +329,211 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$525M +$66.1M +1,196,963 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$420M +$96.6M +1,749,046 +32%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$412M +$33.1M +600,158 +9%
American Century Companies
13
American Century Companies
Missouri
$391M -$78.3M -1,417,562 -18%
Capital Research Global Investors
14
Capital Research Global Investors
California
$357M +$49.5M +896,000 +17%
LPLP
15
Lansdowne Partners Limited Partnership
United Kingdom
$338M +$185M +3,355,926 +139%
Northern Trust
16
Northern Trust
Illinois
$333M +$659K +11,938 +0.2%
Renaissance Technologies
17
Renaissance Technologies
New York
$323M +$15.7M +284,300 +5%
Invesco
18
Invesco
Georgia
$302M -$3.26M -58,962 -1%
Goldman Sachs
19
Goldman Sachs
New York
$284M +$219M +3,974,890 +454%
Coatue Management
20
Coatue Management
New York
$272M +$86.2M +1,560,460 +50%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$269M +$10.3M +186,053 +4%
BFA
22
BlackRock Fund Advisors
California
$248M +$12M +217,925 +5%
JHIU
23
Janus Henderson Investors US
Colorado
$238M -$15.6M -283,120 -7%
Norges Bank
24
Norges Bank
Norway
$171M -$42.2M -764,343 -21%
WA
25
WestEnd Advisors
North Carolina
$161M -$9.75M -176,652 -6%

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.