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Hormel Foods

621 hedge funds and large institutions have $11B invested in Hormel Foods in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 223 increasing their positions, 195 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

14% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 195

8% more funds holding

Funds holding: 573621 (+48)

6% more capital invested

Capital invested by funds: $10.4B → $11B (+$649M)

1.21% more ownership

Funds ownership: 44.44%45.65% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

52% less call options, than puts

Call options by funds: $45.5M | Put options by funds: $94.7M

Holders
621
Holders Change
+48
Holders Change %
+8.38%
% of All Funds
12.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
97
Increased
223
Reduced
195
Closed
39
Calls
$45.5M
Puts
$94.7M
Net Calls
-$49.2M
Net Calls Change
-$7.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$74M +$7.76M +180,226 +12%
Barclays
27
Barclays
United Kingdom
$69.3M +$18.7M +434,388 +39%
CS
28
Credit Suisse
Switzerland
$68.3M +$22.5M +523,836 +53%
DZ Bank
29
DZ Bank
Germany
$64.9M +$11.8M +273,225 +23%
APG Asset Management
30
APG Asset Management
Netherlands
$63.8M -$1.09M -25,372 -2%
First Trust Advisors
31
First Trust Advisors
Illinois
$62.1M +$6.93M +161,071 +13%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$59.1M +$2.01M +46,595 +4%
Charles Schwab
33
Charles Schwab
California
$56.8M +$1.18M +27,444 +2%
BCM
34
Bridgeway Capital Management
Texas
$56.3M +$36.9M +858,000 +220%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$55.5M -$36.8M -855,726 -41%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$54.8M -$9.39M -218,100 -15%
N
37
Nuveen
North Carolina
$51.5M -$5.43M -126,118 -10%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$47.6M +$18.5M +429,090 +69%
JP Morgan Chase
39
JP Morgan Chase
New York
$47.5M -$1.79M -41,651 -4%
Deutsche Bank
40
Deutsche Bank
Germany
$46M -$1.03M -23,971 -2%
Stifel Financial
41
Stifel Financial
Missouri
$43.5M +$19.2M +447,019 +86%
Wells Fargo
42
Wells Fargo
California
$43.4M +$438K +10,167 +1%
AG
43
Aperio Group
California
$42.4M +$5.42M +125,884 +15%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$41.3M +$1.61M +37,504 +4%
PPA
45
Parametric Portfolio Associates
Washington
$40.2M +$1.13M +26,196 +3%
UIM
46
USS Investment Management
United Kingdom
$40M -$1.55M -36,000 -4%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$38.3M +$2.53M +58,758 +7%
Bank of America
48
Bank of America
North Carolina
$38.3M -$2.95M -68,439 -7%
Citigroup
49
Citigroup
New York
$36.4M +$31.1M +723,135 +867%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$33.7M +$32.1M +746,442 New

HRL Hedge Fund Activity: Q4 2019 in Review

621 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q4 2019, worth a combined $11B — up 6.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new HRL positions and 39 closed out — a net gain of 58 holders — while 223 added to existing stakes and 195 trimmed.

The largest buyer was BlackRock, adding an estimated $142M. The largest seller was Champlain Investment Partners, cutting an estimated $51.2M.

  • 621 institutional investors held Hormel Foods (HRL) as of Q4 2019, up from 573 in Q3 2019.
  • Funds reported $11B of Hormel Foods stock for Q4 2019, up 6.3% quarter-over-quarter.
  • 97 funds opened new Hormel Foods positions in Q4 2019 and 39 closed out, a net change of +58 holders.
  • The largest Hormel Foods buyer in Q4 2019 was BlackRock, an estimated $142M added.
  • The largest Hormel Foods seller in Q4 2019 was Champlain Investment Partners, an estimated $51.2M sold.

Based on aggregated 13F filings for Q4 2019.