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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
LFA
526
Legacy Financial Advisors
Kentucky
$14K +$13K +363 New
OFS
527
Orrstown Financial Services
Pennsylvania
$13K -$3.41K -95 -22%
KPCM
528
Kings Point Capital Management
New York
$13K
TRCT
529
Tower Research Capital (TRC)
New York
$12K +$11.3K +315 New
VCM
530
Versant Capital Management
Arizona
$11K +$1.54K +43 +16%
MSE
531
MUFG Securities EMEA
United Kingdom
$11K +$10.9K +303 New
AF
532
Arrow Financial
New York
$10K
QAM
533
QCI Asset Management
New York
$10K
M
534
MOTCO
Texas
$9K
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.33K +232 New
BBHC
536
Brown Brothers Harriman & Co
New York
$9K +$8.36K +233 New
TCOV
537
Trust Company of Vermont
Vermont
$9K +$8.69K +242 New
GI
538
Gradient Investments
Minnesota
$7K -$5.78K -161 -47%
DSC
539
Duncker Streett & Co
Missouri
$7K
MA
540
MCF Advisors
Kentucky
$7K
SFSIG
541
San Francisco Sentry Investment Group
California
$7K
FC
542
Ferris Capital
Massachusetts
$6K
NWM
543
Northwest Wealth Management
Iowa
$6K
WPA
544
West Paces Advisors
Georgia
$5.95K
AIM
545
Advantage Investment Management
Iowa
$5K
ACS
546
Archford Capital Strategies
Illinois
$5K
ADL
547
Asset Dedication LLC
California
$5K
PFBT
548
Parkside Financial Bank & Trust
Missouri
$5K +$2.91K +81 +156%
EARNEST Partners
549
EARNEST Partners
Georgia
$4K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$4K

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.