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Hormel Foods

376 hedge funds and large institutions have $3.83B invested in Hormel Foods in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

5% more funds holding

Funds holding: 359376 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.35% less ownership

Funds ownership: 64.77%64.42% (-0.35%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 157

31% less capital invested

Capital invested by funds: $5.56B → $3.83B (-$1.72B)

83% less call options, than puts

Call options by funds: $565K | Put options by funds: $3.42M

Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
10.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
45
Increased
113
Reduced
157
Closed
28
Calls
$565K
Puts
$3.42M
Net Calls
-$2.85M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$34.4M +$11.9M +545,096 +56%
First Trust Advisors
27
First Trust Advisors
Illinois
$34M +$10.4M +474,636 +46%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$33.9M -$639K -29,200 -2%
Legal & General Group
29
Legal & General Group
United Kingdom
$29.4M -$122K -5,574 -0.4%
TCIM
30
TIAA CREF Investment Management
New York
$25.4M -$2.24M -102,302 -8%
Morgan Stanley
31
Morgan Stanley
New York
$22.8M +$13.5M +618,528 +158%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$22.4M +$2.52M +115,240 +13%
APG Asset Management
33
APG Asset Management
Netherlands
$22M -$5.44M -248,536 -20%
VRS
34
Virginia Retirement Systems
Virginia
$21.5M +$970K +44,282 +5%
Goldman Sachs
35
Goldman Sachs
New York
$20.6M +$4.8M +219,030 +32%
RCM
36
Riverhead Capital Management
Delaware
$20.2M -$56.8K -2,592 -0.3%
PPA
37
Parametric Portfolio Associates
Washington
$20.1M +$346K +15,822 +2%
GD
38
Grandfield & Dodd
New York
$18.7M -$68.8K -3,140 -0.4%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$18.5M -$1.4M -64,148 -7%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$18.2M +$678K +30,962 +4%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$17.9M +$2.58M +117,864 +17%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$17.6M -$245K -11,170 -1%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$17.5M -$15.8M -722,064 -48%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$17.1M -$924K -42,200 -5%
SI
45
Scout Investments
Missouri
$17M -$13.9M -633,294 -46%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$15.8M +$869K +39,666 +6%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.4M -$1.34M -61,400 -9%
H
48
Hexavest
Quebec, Canada
$14.4M -$62.2K -2,840 -0.4%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$13.9M -$753K -34,376 -5%
U
50
UBS
Switzerland
$13.9M -$685K -31,292 -5%

HRL Hedge Fund Activity: Q4 2013 in Review

376 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q4 2013, worth a combined $3.83B — down 31% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HRL positions and 28 closed out — a net gain of 17 holders — while 113 added to existing stakes and 157 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $29.2M. The largest seller was Riverbridge Partners, cutting an estimated $56M.

  • 376 institutional investors held Hormel Foods (HRL) as of Q4 2013, up from 359 in Q3 2013.
  • Funds reported $3.83B of Hormel Foods stock for Q4 2013, down 31% quarter-over-quarter.
  • 45 funds opened new Hormel Foods positions in Q4 2013 and 28 closed out, a net change of +17 holders.
  • The largest Hormel Foods buyer in Q4 2013 was Renaissance Technologies, an estimated $29.2M added.
  • The largest Hormel Foods seller in Q4 2013 was Riverbridge Partners, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2013.