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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.46B +$14.7M +248,299 +1%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.16B -$101M -1,709,004 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.04B +$12.5M +210,017 +1%
Jennison Associates
4
Jennison Associates
New York
$962M -$201M -3,385,268 -17%
State Street
5
State Street
Massachusetts
$886M +$35.4M +597,080 +4%
Wells Fargo
6
Wells Fargo
California
$815M +$19.6M +331,045 +2%
Brown Advisory
7
Brown Advisory
Maryland
$601M +$38.4M +648,134 +7%
BIT
8
BlackRock Institutional Trust
California
$570M +$9.39M +158,377 +2%
LPLP
9
Lansdowne Partners Limited Partnership
United Kingdom
$464M +$133M +2,246,674 +39%
Goldman Sachs
10
Goldman Sachs
New York
$434M +$158M +2,658,401 +55%
JP Morgan Chase
11
JP Morgan Chase
New York
$406M -$8.73M -147,319 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$400M -$7.2M -121,370 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$371M -$151M -2,553,356 -28%
Capital Research Global Investors
14
Capital Research Global Investors
California
$353M
Northern Trust
15
Northern Trust
Illinois
$325M -$4.39M -74,103 -1%
American Century Companies
16
American Century Companies
Missouri
$308M -$80.6M -1,359,970 -20%
Invesco
17
Invesco
Georgia
$306M +$8.16M +137,701 +3%
Renaissance Technologies
18
Renaissance Technologies
New York
$287M -$33.8M -569,648 -10%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$273M +$7.15M +120,661 +3%
Coatue Management
20
Coatue Management
New York
$267M -$2.66M -44,931 -1%
BFA
21
BlackRock Fund Advisors
California
$255M +$10.2M +171,728 +4%
JHIU
22
Janus Henderson Investors US
Colorado
$248M +$13.3M +224,313 +6%
IIS
23
Ignis Investment Services
United Kingdom
$236M +$24.1M +407,303 New
Bank of America
24
Bank of America
North Carolina
$207M +$59.5M +1,003,869 +39%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$157M +$5.09M +85,918 +3%

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.