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Hormel Foods

554 hedge funds and large institutions have $9.75B invested in Hormel Foods in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 205 increasing their positions, 199 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 199

0.57% more ownership

Funds ownership: 44.65%45.22% (+0.57%)

6% less funds holding

Funds holding: 591554 (-37)

9% less capital invested

Capital invested by funds: $10.7B → $9.75B (-$916M)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

67% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $76.7M

Holders
554
Holders Change
-37
Holders Change %
-6.26%
% of All Funds
12.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
48
Increased
205
Reduced
199
Closed
75
Calls
$25.2M
Puts
$76.7M
Net Calls
-$51.6M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UH
26
Unigestion Holding
Switzerland
$66.9M +$35.4M +873,468 +112%
AQR Capital Management
27
AQR Capital Management
Connecticut
$63.5M -$4.32M -106,587 -6%
UBS AM
28
UBS AM
Illinois
$61.1M +$6.64M +163,810 +12%
Morgan Stanley
29
Morgan Stanley
New York
$54.7M +$10.4M +257,049 +24%
N
30
Nuveen
North Carolina
$52.6M +$52.6M +1,297,297 New
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$52M -$1.03M -25,445 -2%
First Trust Advisors
32
First Trust Advisors
Illinois
$49M +$39M +961,066 +390%
Charles Schwab
33
Charles Schwab
California
$48.7M +$1.1M +27,012 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$44.5M -$3.17M -78,062 -7%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$43M -$1.8M -44,400 -4%
FC
36
Fairpointe Capital
Illinois
$42.5M -$3.14M -77,373 -7%
Barclays
37
Barclays
United Kingdom
$42M +$19.8M +488,899 +90%
CS
38
Credit Suisse
Switzerland
$40.7M +$4.41M +108,848 +12%
DZ Bank
39
DZ Bank
Germany
$37.8M +$15.9M +392,966 +73%
UIM
40
USS Investment Management
United Kingdom
$37.4M +$2.6M +64,000 +7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$37M -$2.91M -71,703 -7%
JP Morgan Chase
42
JP Morgan Chase
New York
$36.5M -$6.2M -152,851 -14%
PI
43
PGGM Investments
Netherlands
$32.3M
Wells Fargo
44
Wells Fargo
California
$31.4M +$4.44M +109,558 +16%
Bank of America
45
Bank of America
North Carolina
$31.1M -$7.06M -174,009 -18%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$30.7M +$9.66M +238,290 +45%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$30.3M +$30.3M +747,970 New
PPA
48
Parametric Portfolio Associates
Washington
$29.3M -$872K -21,502 -3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$27.6M +$1.1M +27,090 +4%
ANTB
50
AMG National Trust Bank
Colorado
$27.5M -$885K -21,828 -3%

HRL Hedge Fund Activity: Q2 2019 in Review

554 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q2 2019, worth a combined $9.75B — down 8.6% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of HRL and 48 opened new positions — a net loss of 27 holders — while 199 trimmed existing stakes and 205 added.

The largest buyer was Capital Research Global Investors, adding an estimated $134M. The largest seller was APG Asset Management, cutting an estimated $78M.

  • 554 institutional investors held Hormel Foods (HRL) as of Q2 2019, down from 591 in Q1 2019.
  • Funds reported $9.75B of Hormel Foods stock for Q2 2019, down 8.6% quarter-over-quarter.
  • 48 funds opened new Hormel Foods positions in Q2 2019 and 75 closed out, a net change of -27 holders.
  • The largest Hormel Foods buyer in Q2 2019 was Capital Research Global Investors, an estimated $134M added.
  • The largest Hormel Foods seller in Q2 2019 was APG Asset Management, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2019.