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Conagra Brands

711 hedge funds and large institutions have $12.1B invested in Conagra Brands in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 202 increasing their positions, 264 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

93% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 57

55% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $47M

9% more capital invested

Capital invested by funds: $11.1B → $12.1B (+$1.05B)

7% more funds holding

Funds holding: 663711 (+48)

0.14% less ownership

Funds ownership: 78.77%78.63% (-0.14%)

23% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 264

Holders
711
Holders Change
+48
Holders Change %
+7.24%
% of All Funds
16.13%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
110
Increased
202
Reduced
264
Closed
57
Calls
$72.8M
Puts
$47M
Net Calls
+$25.8M
Net Calls Change
-$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.74B -$15.4M -434,872 -0.9%
BlackRock
2
BlackRock
New York
$1.05B +$27.5M +774,963 +3%
State Street
3
State Street
Massachusetts
$670M +$8.82M +248,251 +1%
American Century Companies
4
American Century Companies
Missouri
$439M -$10.3M -289,340 -2%
Goldman Sachs
5
Goldman Sachs
New York
$388M +$84.9M +2,391,014 +30%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$353M +$54.3M +1,528,107 +19%
Citadel Advisors
7
Citadel Advisors
Florida
$301M +$103M +2,889,729 +57%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$286M +$18.3M +516,230 +7%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$260M -$19M -535,287 -7%
Capital Research Global Investors
10
Capital Research Global Investors
California
$254M -$40.7K -1,146 -0%
TCIM
11
TIAA CREF Investment Management
New York
$193M -$32M -900,624 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$193M +$8.01M +225,403 +5%
Northern Trust
13
Northern Trust
Illinois
$185M -$6.38M -179,569 -4%
Norges Bank
14
Norges Bank
Norway
$181M
VAM
15
ValueInvest Asset Management
Luxembourg
$179M +$5.37M +151,300 +3%
Ameriprise
16
Ameriprise
Minnesota
$136M +$118M +3,319,757 +1,106%
Jennison Associates
17
Jennison Associates
New York
$136M +$1.78M +50,034 +1%
AQR Capital Management
18
AQR Capital Management
Connecticut
$133M -$73.1M -2,056,999 -37%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$132M -$89.2M -2,510,349 -42%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$128M +$70.9M +1,997,101 +142%
JP
21
Jana Partners
New York
$121M -$62.5M -1,760,124 -35%
Millennium Management
22
Millennium Management
New York
$119M -$160M -4,498,437 -59%
TA
23
Teachers Advisors
New York
$118M +$934K +26,304 +0.8%
JP Morgan Chase
24
JP Morgan Chase
New York
$117M -$11.1M -312,505 -9%
SC
25
Sasco Capital
Connecticut
$117M +$1.22M +34,220 +1%

CAG Hedge Fund Activity: Q4 2017 in Review

711 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Conagra Brands (CAG) for Q4 2017, worth a combined $12.1B — up 9.5% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CAG positions and 57 closed out — a net gain of 53 holders — while 202 added to existing stakes and 264 trimmed.

The largest buyer was Ameriprise, adding an estimated $118M. The largest seller was Millennium Management, cutting an estimated $160M.

  • 711 institutional investors held Conagra Brands (CAG) as of Q4 2017, up from 663 in Q3 2017.
  • Funds reported $12.1B of Conagra Brands stock for Q4 2017, up 9.5% quarter-over-quarter.
  • 110 funds opened new Conagra Brands positions in Q4 2017 and 57 closed out, a net change of +53 holders.
  • The largest Conagra Brands buyer in Q4 2017 was Ameriprise, an estimated $118M added.
  • The largest Conagra Brands seller in Q4 2017 was Millennium Management, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2017.