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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
Holocene Advisors
576
Holocene Advisors
New York
-$583K -16,989 Closed
BA
577
Bridgewater Associates
Connecticut
-$549K -16,008 Closed
LA
578
LexAurum Advisors
Kansas
-$509K -14,820 Closed
FA
579
FDx Advisors
Illinois
-$488K -14,224 Closed
QC
580
Quadrature Capital
United Kingdom
-$445K -12,964 Closed
TF
581
TIAA FSB
Florida
-$371K -10,798 Closed
GCMG
582
Gyroscope Capital Management Group
Florida
-$333K -9,702 Closed
TTWM
583
TCV Trust & Wealth Management
Virginia
-$221K -6,450 Closed
KRSITF
584
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$212K -6,183 Closed
QC
585
QCM Cayman
Texas
-$210K -6,120 Closed
PA
586
Profund Advisors
Maryland
-$204K -5,942 Closed
IRF
587
IBM Retirement Fund
New York
-$203K -5,923 Closed
MGIA
588
Moneta Group Investment Advisors
Missouri
-$172K -5,000 Closed
Fuller & Thaler Asset Management
589
Fuller & Thaler Asset Management
California
-$110K -3,200 Closed
CI
590
Cavalier Investments
Georgia
-$88K -2,565 Closed
AIS
591
AlphaOne Investment Services
Pennsylvania
-$19K -558 Closed
SMG
592
Spectrum Management Group
Indiana
-$19K -550 Closed
IWM
593
IHT Wealth Management
Illinois
-$11K -338 Closed
WCM
594
Whitener Capital Management
North Carolina
-$8K -255 Closed
NCM
595
New Capital Management
Texas
-$9K -250 Closed
HR
596
Howe & Rusling
New York
-$7K -207 Closed
AWA
597
Acorn Wealth Advisors
Michigan
-$7K -204 Closed
CIP
598
Convergence Investment Partners
Florida
-$6K -176 Closed
FCAG
599
First Capital Advisors Group
New Jersey
-$2K -58 Closed
GWS
600
Glassman Wealth Services
Virginia
+$144 +4 New

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.