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.
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: 542 → 566 (+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: 9 → 9 (0)
4% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 204
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$259M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$222M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$108M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$43.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$61M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$43.9M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$42.7M |
| 4 |
State Street
Boston,
Massachusetts
|
-$42.1M |
| 5 |
BGCP
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
-$33.6M |
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.