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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
Deutsche Bank
26
Deutsche Bank
Germany
$55.9M -$7.6M -211,648 -12%
First Trust Advisors
27
First Trust Advisors
Illinois
$54.9M -$1.38M -38,571 -3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$52.9M +$1.23M +34,400 +2%
Legal & General Group
29
Legal & General Group
United Kingdom
$51.1M -$2.52M -70,261 -5%
Morgan Stanley
30
Morgan Stanley
New York
$46.7M +$17M +473,239 +60%
UBS AM
31
UBS AM
Illinois
$46.7M -$10.6K -294 -0%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$44.8M -$800K -22,300 -2%
JP Morgan Chase
33
JP Morgan Chase
New York
$37.7M +$15.3M +425,684 +72%
CS
34
Credit Suisse
Switzerland
$34.3M -$182K -5,072 -0.5%
AAMU
35
Amundi Asset Management US
Massachusetts
$33.4M +$10.9M +303,137 +51%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$33.3M +$23.7K +660 +0.1%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$33.3M -$7.03M -195,928 -18%
WI
38
WBI Investments
New Jersey
$32.5M +$3.06M +85,122 +11%
GC
39
Guggenheim Capital
Illinois
$32.5M -$43.9M -1,223,693 -58%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$31.8M +$7.98M +222,222 +35%
AQR Capital Management
41
AQR Capital Management
Connecticut
$31.8M +$7.78M +216,746 +34%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$30.2M +$29.2M +812,800 New
PI
43
PGGM Investments
Netherlands
$29.6M
UIM
44
USS Investment Management
United Kingdom
$29.3M +$2.97M +82,800 +12%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$28.2M +$456K +12,700 +2%
Bank of America
46
Bank of America
North Carolina
$26.9M +$1.99M +55,578 +8%
GD
47
Grandfield & Dodd
New York
$26.5M -$97.3K -2,710 -0.4%
TCIM
48
TIAA CREF Investment Management
New York
$25.1M +$977K +27,223 +4%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$25M +$739K +20,597 +3%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$24.8M +$1.84M +51,384 +8%

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.