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WFM

Whole Foods Market Inc
WFM

Delisted

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

713 hedge funds and large institutions have $15B invested in Whole Foods Market Inc in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 233 increasing their positions, 275 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

4% more funds holding

Funds holding: 685713 (+28)

0% more capital invested

Capital invested by funds: $15B → $15B (+$42.7M)

13% less call options, than puts

Call options by funds: $369M | Put options by funds: $425M

15% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 275

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
713
Holders Change
+28
Holders Change %
+4.09%
% of All Funds
19%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
93
Increased
233
Reduced
275
Closed
55
Calls
$369M
Puts
$425M
Net Calls
-$56.6M
Net Calls Change
-$94.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B +$37.1M +692,802 +4%
Goldman Sachs
2
Goldman Sachs
New York
$914M -$40.6M -757,915 -4%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$891M -$82.2M -1,533,277 -8%
Sands Capital Management
4
Sands Capital Management
Virginia
$872M +$13.6M +254,031 +2%
State Street
5
State Street
Massachusetts
$783M -$62.6M -1,167,544 -7%
Capital Research Global Investors
6
Capital Research Global Investors
California
$683M
Brown Advisory
7
Brown Advisory
Maryland
$640M -$108M -2,006,448 -14%
BIT
8
BlackRock Institutional Trust
California
$512M +$11M +205,192 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$342M -$14.5M -270,706 -4%
Winslow Capital Management
10
Winslow Capital Management
Minnesota
$315M -$41.3M -771,309 -11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$306M -$152M -2,840,968 -33%
Northern Trust
12
Northern Trust
Illinois
$269M +$3.83M +71,429 +1%
BFA
13
BlackRock Fund Advisors
California
$264M +$2.71M +50,512 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$233M +$24M +447,126 +11%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$205M +$17.2M +320,692 +9%
Morgan Stanley
16
Morgan Stanley
New York
$188M +$12.6M +234,379 +7%
Invesco
17
Invesco
Georgia
$167M -$9.77M -182,374 -5%
Norges Bank
18
Norges Bank
Norway
$161M +$4.09M +76,314 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$152M +$7.21M +134,523 +5%
Bank of America
20
Bank of America
North Carolina
$146M -$25.1M -468,023 -14%
BG
21
BlackRock Group
United Kingdom
$136M -$2.66M -49,688 -2%
American Century Companies
22
American Century Companies
Missouri
$124M +$55.6M +1,038,436 +77%
SGA
23
Sustainable Growth Advisers
Connecticut
$119M -$13.7M -256,263 -10%
Deutsche Bank
24
Deutsche Bank
Germany
$115M -$87.8M -1,638,952 -43%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$108M +$110M +2,049,689 +1,001%

WFM Hedge Fund Activity: Q1 2015 in Review

713 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q1 2015, worth a combined $15B — up 0.28% from $15B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new WFM positions and 55 closed out — a net gain of 38 holders — while 233 added to existing stakes and 275 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $152M.

  • 713 institutional investors held Whole Foods Market Inc (WFM) as of Q1 2015, up from 685 in Q4 2014.
  • Funds reported $15B of Whole Foods Market Inc stock for Q1 2015, up 0.28% quarter-over-quarter.
  • 93 funds opened new Whole Foods Market Inc positions in Q1 2015 and 55 closed out, a net change of +38 holders.
  • The largest Whole Foods Market Inc buyer in Q1 2015 was Pictet Asset Management (UK), an estimated $110M added.
  • The largest Whole Foods Market Inc seller in Q1 2015 was Fidelity Investments, an estimated $152M sold.

Based on aggregated 13F filings for Q1 2015.