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Hormel Foods

590 hedge funds and large institutions have $9.9B invested in Hormel Foods in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 201 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $9.02B → $9.9B (+$880M)

5% more funds holding

Funds holding: 564590 (+26)

0.79% more ownership

Funds ownership: 42.98%43.77% (+0.79%)

0% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 201

52% less call options, than puts

Call options by funds: $30.4M | Put options by funds: $63.7M

Holders
590
Holders Change
+26
Holders Change %
+4.61%
% of All Funds
13.15%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
80
Increased
200
Reduced
201
Closed
52
Calls
$30.4M
Puts
$63.7M
Net Calls
-$33.3M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$66.4M -$2.13M -49,400 -3%
AQR Capital Management
27
AQR Capital Management
Connecticut
$66.3M +$8.77M +203,436 +15%
Legal & General Group
28
Legal & General Group
United Kingdom
$66.3M +$5.52M +128,154 +9%
Swiss National Bank
29
Swiss National Bank
Switzerland
$64.5M +$5.84M +135,500 +10%
Deutsche Bank
30
Deutsche Bank
Germany
$60.3M +$2.4M +55,655 +4%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$59.9M +$17.8M +412,966 +42%
UBS AM
32
UBS AM
Illinois
$58.3M +$4.94M +114,536 +9%
FC
33
Fairpointe Capital
Illinois
$53.7M -$77.6M -1,800,278 -59%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$53.7M +$15.2M +353,740 +39%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$51.6M -$21.9M -507,300 -30%
Morgan Stanley
36
Morgan Stanley
New York
$42.5M +$1.92M +44,495 +5%
CS
37
Credit Suisse
Switzerland
$39.8M -$1.66M -38,477 -4%
AG
38
Aperio Group
California
$38.4M +$7.43M +172,434 +24%
UIM
39
USS Investment Management
United Kingdom
$36.6M +$3.02M +70,000 +9%
Bank of America
40
Bank of America
North Carolina
$35.5M +$9.04M +209,865 +34%
PI
41
PGGM Investments
Netherlands
$34M
UH
42
Unigestion Holding
Switzerland
$30.9M +$17M +395,553 +120%
First Trust Advisors
43
First Trust Advisors
Illinois
$30.7M -$29.8M -691,799 -49%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$30.5M +$81.7K +1,895 +0.3%
PPA
45
Parametric Portfolio Associates
Washington
$30.4M +$2.11M +48,911 +7%
GD
46
Grandfield & Dodd
New York
$29.5M -$656K -15,227 -2%
ANTB
47
AMG National Trust Bank
Colorado
$28.3M -$945K -21,930 -3%
Barclays
48
Barclays
United Kingdom
$28M +$17.9M +415,172 +172%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$27.9M -$90.2K -2,092 -0.3%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$27.2M +$27.5M +637,543 New

HRL Hedge Fund Activity: Q4 2018 in Review

590 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q4 2018, worth a combined $9.9B — up 9.8% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HRL positions and 52 closed out — a net gain of 28 holders — while 200 added to existing stakes and 201 trimmed.

The largest buyer was BlackRock, adding an estimated $151M. The largest seller was Champlain Investment Partners, cutting an estimated $90.6M.

  • 590 institutional investors held Hormel Foods (HRL) as of Q4 2018, up from 564 in Q3 2018.
  • Funds reported $9.9B of Hormel Foods stock for Q4 2018, up 9.8% quarter-over-quarter.
  • 80 funds opened new Hormel Foods positions in Q4 2018 and 52 closed out, a net change of +28 holders.
  • The largest Hormel Foods buyer in Q4 2018 was BlackRock, an estimated $151M added.
  • The largest Hormel Foods seller in Q4 2018 was Champlain Investment Partners, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2018.