Whole Foods Market Inc
WFM
WFM was delisted on the 25th of August, 2017.
684 hedge funds and large institutions have $11.2B invested in Whole Foods Market Inc in 2015 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 273 increasing their positions, 232 reducing their positions, and 101 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 232
4% less funds holding
Funds holding: 713 → 684 (-29)
21% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 101
26% less capital invested
Capital invested by funds: $15.1B → $11.2B (-$3.89B)
38% less funds holding in top 10
Funds holding in top 10: 13 → 8 (-5)
44% less call options, than puts
Call options by funds: $219M | Put options by funds: $389M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 2 |
Goldman Sachs
New York
|
+$155M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$136M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$131M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$79.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$315M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$170M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$144M |
| 4 |
CCI
Columbus Circle Investors
|
-$99.4M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$73.4M |
WFM Hedge Fund Activity: Q2 2015 in Review
684 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Whole Foods Market Inc (WFM) for Q2 2015, worth a combined $11.2B — down 26% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of WFM and 80 opened new positions — a net loss of 21 holders — while 232 trimmed existing stakes and 273 added.
The largest buyer was Fidelity Investments, adding an estimated $174M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $315M sold.
- 684 institutional investors held Whole Foods Market Inc (WFM) as of Q2 2015, down from 713 in Q1 2015.
- Funds reported $11.2B of Whole Foods Market Inc stock for Q2 2015, down 26% quarter-over-quarter.
- 80 funds opened new Whole Foods Market Inc positions in Q2 2015 and 101 closed out, a net change of -21 holders.
- The largest Whole Foods Market Inc buyer in Q2 2015 was Fidelity Investments, an estimated $174M added.
- The largest Whole Foods Market Inc seller in Q2 2015 was Winslow Capital Management, an estimated $315M sold.
Based on aggregated 13F filings for Q2 2015.