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Hormel Foods

566 hedge funds and large institutions have $8.41B invested in Hormel Foods in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 195 increasing their positions, 204 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

15% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $31.3M

12% more capital invested

Capital invested by funds: $7.49B → $8.41B (+$923M)

4% more funds holding

Funds holding: 542566 (+24)

1.37% more ownership

Funds ownership: 41.32%42.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 204

Holders
566
Holders Change
+24
Holders Change %
+4.43%
% of All Funds
12.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
63
Increased
195
Reduced
204
Closed
35
Calls
$36.2M
Puts
$31.3M
Net Calls
+$4.83M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
376
Gateway Investment Advisers
Ohio
$456K -$44.7K -1,245 -9%
MMA
377
Miracle Mile Advisors
California
$447K
RI
378
Ridgewood Investments
New Jersey
$439K +$129K +3,605 +44%
SWP
379
Stratos Wealth Partners
Ohio
$434K +$179 +5 +0%
DAS
380
Dynamic Advisor Solutions
Arizona
$430K -$89K -2,479 -18%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$429K -$1.08K -30 -0.3%
RWP
382
RWA Wealth Partners
Massachusetts
$429K +$413K +11,517 New
KRS
383
Kentucky Retirement Systems
Kentucky
$427K -$94.4K -2,629 -19%
Nordea Investment Management
384
Nordea Investment Management
Sweden
$425K
DADC
385
D.A. Davidson & Co
Montana
$424K +$8.15K +227 +2%
CA
386
Cetera Advisors
Colorado
$424K +$11.2K +313 +3%
Thrivent Financial for Lutherans
387
Thrivent Financial for Lutherans
Minnesota
$422K +$3.81K +106 +0.9%
HA
388
Harfst & Associates
Wyoming
$416K +$6.57K +183 +2%
DT
389
Diversified Trust
Tennessee
$413K
BG
390
Bahl & Gaynor
Ohio
$409K
LMGAM
391
Liberty Mutual Group Asset Management
Massachusetts
$402K +$1.83K +51 +0.5%
PCM
392
Penserra Capital Management
California
$396K +$77.3K +2,153 +25%
BRF
393
B. Riley Financial
California
$394K
FNBT
394
FineMark National Bank & Trust
Florida
$389K +$1.22K +34 +0.3%
WP
395
WealthPLAN Partners
Nebraska
$384K +$2.23K +62 +0.6%
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$381K -$201K -5,609 -35%
SS
397
Sunbelt Securities
Texas
$378K -$1K -28 -0.3%
NHC
398
Nicholas Hoffman & Company
Georgia
$375K -$16.5K -460 -4%
ECM
399
Everence Capital Management
Indiana
$375K
BFG
400
Beacon Financial Group
Texas
$374K -$26.3K -734 -7%

HRL Hedge Fund Activity: Q2 2018 in Review

566 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q2 2018, worth a combined $8.41B — up 12% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HRL positions and 35 closed out — a net gain of 28 holders — while 195 added to existing stakes and 204 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $259M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $61M sold.

  • 566 institutional investors held Hormel Foods (HRL) as of Q2 2018, up from 542 in Q1 2018.
  • Funds reported $8.41B of Hormel Foods stock for Q2 2018, up 12% quarter-over-quarter.
  • 63 funds opened new Hormel Foods positions in Q2 2018 and 35 closed out, a net change of +28 holders.
  • The largest Hormel Foods buyer in Q2 2018 was Capital Research Global Investors, an estimated $259M added.
  • The largest Hormel Foods seller in Q2 2018 was Ceredex Value Advisors, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2018.