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WFM

Whole Foods Market Inc
WFM

Delisted

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

685 hedge funds and large institutions have $15B invested in Whole Foods Market Inc in 2014 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 234 increasing their positions, 233 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 52

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

34% more capital invested

Capital invested by funds: $11.2B → $15B (+$3.79B)

12% more funds holding

Funds holding: 612685 (+73)

6% more call options, than puts

Call options by funds: $710M | Put options by funds: $671M

0% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 233

Holders
685
Holders Change
+73
Holders Change %
+11.93%
% of All Funds
18.27%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.43%
New
133
Increased
234
Reduced
233
Closed
52
Calls
$710M
Puts
$671M
Net Calls
+$38.3M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$967M +$21.9M +497,562 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$939M -$10.7M -243,371 -1%
Goldman Sachs
3
Goldman Sachs
New York
$923M -$22M -499,727 -3%
Sands Capital Management
4
Sands Capital Management
Virginia
$831M -$5.51M -125,090 -0.8%
State Street
5
State Street
Massachusetts
$817M +$43.1M +977,351 +6%
Brown Advisory
6
Brown Advisory
Maryland
$720M +$1.16M +26,418 +0.2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$661M
BIT
8
BlackRock Institutional Trust
California
$486M +$5.36M +121,718 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$440M -$39.6M -898,557 -9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$345M -$18M -407,602 -6%
Winslow Capital Management
11
Winslow Capital Management
Minnesota
$344M +$301M +6,826,194 New
Northern Trust
12
Northern Trust
Illinois
$257M +$485K +11,012 +0.2%
BFA
13
BlackRock Fund Advisors
California
$254M +$15.8M +358,215 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$203M -$2.14M -48,546 -1%
Deutsche Bank
15
Deutsche Bank
Germany
$194M -$62.5M -1,419,556 -27%
Wells Fargo
16
Wells Fargo
California
$188M -$81.2M -1,843,492 -33%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$183M +$112M +2,532,546 +232%
Morgan Stanley
18
Morgan Stanley
New York
$171M +$13M +294,981 +10%
Invesco
19
Invesco
Georgia
$170M -$17.5M -396,646 -11%
Bank of America
20
Bank of America
North Carolina
$165M -$769K -17,461 -0.5%
Norges Bank
21
Norges Bank
Norway
$152M +$3.47M +78,829 +3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$141M +$4.81M +109,147 +4%
BG
23
BlackRock Group
United Kingdom
$134M +$9.73M +220,827 +9%
SGA
24
Sustainable Growth Advisers
Connecticut
$128M -$12.4M -282,366 -10%
JHIU
25
Janus Henderson Investors US
Colorado
$120M -$254M -5,759,787 -71%

WFM Hedge Fund Activity: Q4 2014 in Review

685 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q4 2014, worth a combined $15B — up 34% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new WFM positions and 52 closed out — a net gain of 81 holders — while 234 added to existing stakes and 233 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $301M. The largest seller was Janus Henderson Investors US, cutting an estimated $254M.

  • 685 institutional investors held Whole Foods Market Inc (WFM) as of Q4 2014, up from 612 in Q3 2014.
  • Funds reported $15B of Whole Foods Market Inc stock for Q4 2014, up 34% quarter-over-quarter.
  • 133 funds opened new Whole Foods Market Inc positions in Q4 2014 and 52 closed out, a net change of +81 holders.
  • The largest Whole Foods Market Inc buyer in Q4 2014 was Winslow Capital Management, an estimated $301M added.
  • The largest Whole Foods Market Inc seller in Q4 2014 was Janus Henderson Investors US, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2014.