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Hormel Foods

573 hedge funds and large institutions have $10.4B invested in Hormel Foods in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 232 increasing their positions, 173 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

34% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 173

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $9.75B → $10.4B (+$605M)

3% more funds holding

Funds holding: 554573 (+19)

0.78% less ownership

Funds ownership: 45.22%44.44% (-0.78%)

55% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $75.6M

Holders
573
Holders Change
+19
Holders Change %
+3.43%
% of All Funds
12.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
62
Increased
232
Reduced
173
Closed
40
Calls
$34.3M
Puts
$75.6M
Net Calls
-$41.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$82.9M -$640K -15,249 -0.8%
APG Asset Management
27
APG Asset Management
Netherlands
$64.7M -$28.5M -678,725 -30%
Morgan Stanley
28
Morgan Stanley
New York
$63.9M +$4.65M +110,895 +8%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$62.6M +$15.6M +372,544 +35%
UH
30
Unigestion Holding
Switzerland
$60.8M -$10.9M -258,607 -16%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$55.5M -$580K -13,823 -1%
N
32
Nuveen
North Carolina
$55.4M -$1.25M -29,716 -2%
Charles Schwab
33
Charles Schwab
California
$53.9M +$1.34M +31,990 +3%
First Trust Advisors
34
First Trust Advisors
Illinois
$53.2M +$326K +7,765 +0.6%
DZ Bank
35
DZ Bank
Germany
$50.9M +$9.72M +231,519 +25%
Barclays
36
Barclays
United Kingdom
$48.2M +$2.82M +67,229 +6%
JP Morgan Chase
37
JP Morgan Chase
New York
$47.8M +$7.9M +188,189 +21%
Deutsche Bank
38
Deutsche Bank
Germany
$45.7M -$2.28M -54,283 -5%
CS
39
Credit Suisse
Switzerland
$43.3M -$530K -12,623 -1%
Wells Fargo
40
Wells Fargo
California
$41.6M +$7.46M +177,632 +23%
UIM
41
USS Investment Management
United Kingdom
$40.3M
Bank of America
42
Bank of America
North Carolina
$40.1M +$6.25M +148,808 +19%
FC
43
Fairpointe Capital
Illinois
$40M -$5.61M -133,619 -13%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$38.4M -$1.43M -34,166 -4%
PPA
45
Parametric Portfolio Associates
Washington
$37.9M +$6.06M +144,406 +20%
AG
46
Aperio Group
California
$35.6M +$5.69M +135,633 +20%
PI
47
PGGM Investments
Netherlands
$34.8M
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$34.4M +$1.09M +26,004 +3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$32M +$2.15M +51,247 +8%
Man Group
50
Man Group
United Kingdom
$30M +$17.6M +418,356 +156%

HRL Hedge Fund Activity: Q3 2019 in Review

573 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q3 2019, worth a combined $10.4B — up 6.2% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HRL positions and 40 closed out — a net gain of 22 holders — while 232 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $71.8M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 573 institutional investors held Hormel Foods (HRL) as of Q3 2019, up from 554 in Q2 2019.
  • Funds reported $10.4B of Hormel Foods stock for Q3 2019, up 6.2% quarter-over-quarter.
  • 62 funds opened new Hormel Foods positions in Q3 2019 and 40 closed out, a net change of +22 holders.
  • The largest Hormel Foods buyer in Q3 2019 was BlackRock, an estimated $71.8M added.
  • The largest Hormel Foods seller in Q3 2019 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2019.