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Whole Earth Brands, Inc.

FREEDelisted Aug 5, 2024
Industry
Sugar & Confectionery Products
SEC CIK
0001753706

Whole Earth Brands, Inc. was delisted on Aug 5, 2024; its insiders filed their last Form 4 on Aug 5, 2024; 83 institutions reported holding it in 13F filings for Q2 2024, worth $115.8M in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in Whole Earth Brands, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
103
−1 vs. Q3 2022
Shares held
28.4M
+1.24M (+4.6%) vs. Q3 2022
Total value
$115.8M
+$11.3M (+10.8%) vs. Q3 2022
New holders
22
42 more added
Sold out
23
29 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FREE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 103 institutions
Q1 2021: 90 institutionsQ2 2021: 92 institutionsQ3 2021: 90 institutionsQ4 2021: 89 institutionsQ1 2022: 97 institutionsQ2 2022: 92 institutionsQ3 2022: 105 institutionsQ4 2022: 103 institutionsQ1 2023: 97 institutionsQ2 2023: 88 institutionsQ3 2023: 83 institutionsQ4 2023: 82 institutionsQ1 2024: 89 institutionsQ2 2024: 83 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $115.8M
Q1 2021: $328.3MQ2 2021: $398.0MQ3 2021: $349.7MQ4 2021: $339.0MQ1 2022: $213.7MQ2 2022: $172.2MQ3 2022: $104.5MQ4 2022: $115.8MQ1 2023: $63.8MQ2 2023: $86.6MQ3 2023: $75.7MQ4 2023: $70.3MQ1 2024: $108.7MQ2 2024: $115.8MQ3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding FREE and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 202483$115.8M
Q1 202489$108.7M
Q4 202382$70.3M
Q3 202383$75.7M
Q2 202388$86.6M
Q1 202397$63.8M
Q4 2022103$115.8M
Q3 2022105$104.5M
Q2 202292$172.2M
Q1 202297$213.7M
Q4 202189$339.0M
Q3 202190$349.7M
Q2 202192$398.0M
Q1 202190$328.3M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Whole Earth Brands, Inc.; share changes are against Q3 2022.

Institutions holding FREE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.168$00.00%−412−71.0%Reduced
Credit Suisse AG2$80.00%−228−99.1%Reduced
Farther Finance Advisors, LLC39$1590.00%+39New
Parallel Advisors, LLC64$2600.00%+64New
BDO Wealth Advisors, LLC75$3050.00%00.0%Unchanged
Lindbrook Capital, LLC93$3790.00%+93New
GWM Advisors LLC135$5490.00%+135New
Quadrant Capital Group LLC140$5700.00%+140New
ClariVest Asset Management LLC294$2.00K0.00%00.0%Unchanged
Simplex Trading, LLC796$3.00K0.00%+319+66.9%Added
EverSource Wealth Advisors, LLC762$3.10K0.00%+762New
Citigroup Inc808$3.29K0.00%+193+31.4%Added
Advisory Services Network, LLC871$3.54K0.00%+871New
Covestor Ltd1,325$5.00K0.00%+893+206.7%Added
Steward Partners Investment Advisory, LLC1,398$5.69K0.00%−543−28.0%Reduced
CWM, LLC1,388$6.00K0.00%+1,278+1,161.8%Added
Tower Research Capital LLC (TRC)1,886$8.00K0.00%−7,318−79.5%Reduced
IFP Advisors, Inc772$8.00K0.00%+356+85.6%Added
Metropolitan Life Insurance Co2,856$11.6K0.00%+2,856New
Ameritas Investment Partners, Inc.2,930$13.1K0.00%00.0%Unchanged
Trust Co of Vermont3,278$13.3K0.00%−300−8.4%Reduced
Ellevest, Inc.3,283$13.4K0.00%+2,518+329.2%Added
Legal & General Group Plc3,578$14.6K0.00%00.0%Unchanged
Amalgamated Bank5,007$20.0K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC5,000$20.4K0.00%+5,000New
Harel Insurance Investments & Financial Services Ltd.7,000$29.0K0.00%−7,000−50.0%Reduced
The PNC Financial Services Group, Inc.9,166$37.3K0.00%−834−8.3%Reduced
Two Sigma Investments, LP10,100$41.1K0.00%+10,100New
Royal Bank of Canada10,914$44.0K0.00%+7,419+212.3%Added
Lazard Asset Management LLC12,520$50.0K0.00%−2,393−16.0%Reduced
D. E. Shaw & Co., Inc.12,296$50.0K0.00%−1,675−12.0%Reduced
UBS Group AG12,606$51.3K0.00%+6,192+96.5%Added
Victory Capital Management Inc12,784$52.0K0.00%−728−5.4%Reduced
Barclays PLC13,799$56.2K0.00%+8,440+157.5%Added
Squarepoint Ops LLC15,384$62.6K0.00%+15,384New
Mirae Asset Global Investments Co., Ltd.15,714$64.0K0.00%00.0%Unchanged
California State Teachers Retirement System16,231$66.1K0.00%+183+1.1%Added
Pinnacle Wealth Planning Services, Inc.17,144$69.8K0.01%+17,144New
Manufacturers Life Insurance Company, The17,378$70.7K0.00%+362+2.1%Added
LPL Financial LLC17,735$72.2K0.00%−57,900−76.6%Reduced
SG Americas Securities, LLC17,907$73.0K0.00%+5,048+39.3%Added
Deutsche Bank AG18,767$76.4K0.00%+272+1.5%Added
Schonfeld Strategic Advisors LLC18,900$76.9K0.00%+4,300+29.5%Added
American International Group, Inc.19,232$78.3K0.00%−70−0.4%Reduced
Mariner, LLC20,646$84.0K0.00%+20,646New
HSBC Holdings PLC20,744$85.5K0.00%+1,374+7.1%Added
Jane Street Group, LLC22,932$93.3K0.00%+22,932New
Janney Montgomery Scott LLC23,942$97.0K0.00%−11,155−31.8%Reduced
New York State Common Retirement Fund23,944$97.5K0.00%−28−0.1%Reduced
MetLife Investment Management24,219$98.6K0.00%+24,219New
JPMorgan Chase & Co27,502$112.0K0.00%+5,286+23.8%Added
CI Private Wealth, LLC27,851$115.0K0.00%+27,851New
Occudo Quantitative Strategies LP37,981$154.6K0.02%+18,481+94.8%Added
Algert Global LLC39,590$161.1K0.01%+39,590New
Bank of America Corp46,313$188.5K0.00%+3,131+7.3%Added
AWH Capital, L.P.58,000$236.1K0.29%−140,000−70.7%Reduced
Rhumbline Advisers60,363$246.0K0.00%+1,025+1.7%Added
DnB Asset Management AS60,762$247.3K0.00%+4,935+8.8%Added
Engine Capital Management, LP66,320$270.0K0.08%−18,296−21.6%Reduced
Tudor Investment Corp Et Al73,365$299.0K0.01%+9,713+15.3%Added
Citadel Advisors LLC75,175$306.0K0.00%−62,113−45.2%Reduced
State of Wisconsin Investment Board81,000$329.7K0.00%+51,950+178.8%Added
Alberta Investment Management Corp82,482$335.7K0.00%−3,624−4.2%Reduced
Voya Investment Management LLC83,333$339.2K0.00%00.0%Unchanged
Brinker Capital Investments, LLC83,988$341.8K0.01%−4,056−4.6%Reduced
First Trust Advisors LP84,665$344.6K0.00%−5,864−6.5%Reduced
Tejara Capital Ltd88,794$361.4K0.21%+88,794New
Radnor Capital Management, LLC94,200$370.0K0.09%−19,300−17.0%Reduced
Charles Schwab Investment Management Inc103,226$420.1K0.00%+1,084+1.1%Added
Invesco Ltd.116,910$475.8K0.00%+57,273+96.0%Added
Nuveen Asset Management, LLC120,355$490.0K0.00%−21,185−15.0%Reduced
Bridgeway Capital Management, LLC132,500$539.3K0.01%00.0%Unchanged
Scoggin Management LP150,000$610.5K0.78%+150,000New
Parthenon LLC170,229$692.8K0.11%+30,000+21.4%Added
Gsa Capital Partners LLP174,588$711.0K0.09%+139,931+403.8%Added
Renaissance Technologies LLC182,400$742.0K0.00%+41,300+29.3%Added
Bank of New York Mellon Corp191,765$780.5K0.00%+35,031+22.4%Added
Wilson Asset Management (International) Pty Ltd221,699$902.3K0.27%00.0%Unchanged
First Manhattan Co225,500$917.8K0.00%+225,500New
AQR Capital Management LLC230,685$938.9K0.00%+126,556+121.5%Added
McMorgan & Co LLC262,741$1.07M0.23%+12,580+5.0%Added
Allspring Global Investments Holdings, LLC294,904$1.20M0.00%+4,830+1.7%Added
Northern Trust Corp313,000$1.27M0.00%−16,424−5.0%Reduced
Assenagon Asset Management S.A.407,447$1.66M0.01%+407,447New
Corsair Capital Management, L.P.453,827$1.85M0.70%−9,000−1.9%Reduced
Dimensional Fund Advisors LP457,455$1.86M0.00%−19,802−4.1%Reduced
Morgan Stanley543,590$2.21M0.00%+443,211+441.5%Added
Millennium Management LLC635,510$2.59M0.00%+614,846+2,975.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.646,762$2.63M0.01%−219,342−25.3%Reduced
State Street Corp671,029$2.73M0.00%−4,889−0.7%Reduced
Geode Capital Management, LLC735,061$2.99M0.00%+19,047+2.7%Added
Clearline Capital LP768,194$3.13M0.56%+249,504+48.1%Added
Brandywine Global Investment Management, LLC786,140$3.20M0.02%00.0%Unchanged
Ionic Capital Management LLC834,533$3.40M1.02%+405,334+94.4%Added
Steel Partners Holdings L.P.845,179$3.44M0.63%+845,179New
Rubric Capital Management LP998,363$4.06M0.18%−2,585,000−72.1%Reduced
Systematic Financial Management LP999,055$4.07M0.13%−152,301−13.2%Reduced
Pacific Ridge Capital Partners, LLC1,325,629$5.40M1.27%+326,016+32.6%Added
Vanguard Group Inc2,113,239$8.60M0.00%+593,945+39.1%Added
Armistice Capital, LLC2,475,802$10.1M0.27%+80,000+3.3%Added