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Conagra Brands

888 hedge funds and large institutions have $15.9B invested in Conagra Brands in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 297 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $159M | Put options by funds: $69.4M

36% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 69

19% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 297

8.32% more ownership

Funds ownership: 82.13%90.45% (+8.3%)

6% more capital invested

Capital invested by funds: $15.1B → $15.9B (+$858M)

1% more funds holding

Funds holding: 877888 (+11)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
888
Holders Change
+11
Holders Change %
+1.25%
% of All Funds
14.15%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
94
Increased
352
Reduced
297
Closed
69
Calls
$159M
Puts
$69.4M
Net Calls
+$89.1M
Net Calls Change
+$77.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B +$40.2M +1,086,050 +2%
BlackRock
2
BlackRock
New York
$1.62B -$76.8M -2,072,512 -5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$939M -$80.1M -2,161,302 -8%
State Street
4
State Street
Massachusetts
$915M -$11.7M -314,945 -1%
OIAM
5
OFI Invest Asset Management
France
$884M +$1.23B +33,212,618 New
Macquarie Group
6
Macquarie Group
Australia
$527M +$7.87M +212,269 +2%
American Century Companies
7
American Century Companies
Missouri
$411M +$39M +1,053,165 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$369M +$6.2M +167,385 +2%
Federated Hermes
9
Federated Hermes
Pennsylvania
$339M +$67.1M +1,810,053 +25%
LSV Asset Management
10
LSV Asset Management
Illinois
$313M -$400K -10,800 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$313M +$41M +1,105,405 +15%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$258M +$252M +6,810,833 +9,592%
Invesco
13
Invesco
Georgia
$250M -$72.7M -1,962,806 -23%
Bank of America
14
Bank of America
North Carolina
$246M +$43.1M +1,162,633 +22%
Northern Trust
15
Northern Trust
Illinois
$229M +$467K +12,607 +0.2%
CP
16
Coho Partners
Pennsylvania
$177M -$2.6M -70,174 -1%
Capital World Investors
17
Capital World Investors
California
$170M -$33.5M -904,567 -17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$168M -$39.4K -1,063 -0%
Norges Bank
19
Norges Bank
Norway
$158M -$596K -16,084 -0.4%
Amundi
20
Amundi
France
$157M -$29.5M -794,865 -16%
Millennium Management
21
Millennium Management
New York
$157M +$22.7M +612,417 +17%
First Trust Advisors
22
First Trust Advisors
Illinois
$145M -$14.8M -400,489 -9%
Man Group
23
Man Group
United Kingdom
$139M -$43.6M -1,176,998 Closed
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$138M -$1.31M -35,278 -0.9%
JP Morgan Chase
25
JP Morgan Chase
New York
$128M +$34.6M +933,083 +38%

CAG Hedge Fund Activity: Q1 2023 in Review

888 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Conagra Brands (CAG) for Q1 2023, worth a combined $15.9B — up 5.7% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new CAG positions and 69 closed out — a net gain of 25 holders — while 352 added to existing stakes and 297 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $252M. The largest seller was Citadel Advisors, cutting an estimated $170M.

  • 888 institutional investors held Conagra Brands (CAG) as of Q1 2023, up from 877 in Q4 2022.
  • Funds reported $15.9B of Conagra Brands stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 94 funds opened new Conagra Brands positions in Q1 2023 and 69 closed out, a net change of +25 holders.
  • The largest Conagra Brands buyer in Q1 2023 was Nordea Investment Management, an estimated $252M added.
  • The largest Conagra Brands seller in Q1 2023 was Citadel Advisors, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2023.