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Hormel Foods

591 hedge funds and large institutions have $10.7B invested in Hormel Foods in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 232 increasing their positions, 193 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 193

10% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $9.9B → $10.7B (+$771M)

0.88% more ownership

Funds ownership: 43.77%44.65% (+0.88%)

0% more funds holding

Funds holding: 590591 (+1)

14% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $61.3M

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
591
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
12.79%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
54
Increased
232
Reduced
193
Closed
49
Calls
$52.6M
Puts
$61.3M
Net Calls
-$8.65M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
601
Formidable Asset Management
Ohio
-$1.03M -24,242 Closed
KIA
602
Kopp Investment Advisors
Minnesota
-$741K -17,367 Closed
QAM
603
Quantres Asset Management
Cayman Islands
-$734K -17,200 Closed
CBU
604
CIBC Bank USA
Illinois
-$525K -12,294 Closed
OAMU
605
Ostrum Asset Management US
New York
-$511K -11,977 Closed
RI
606
Ridgewood Investments
New Jersey
-$469K -11,899 Closed
MPPLM
607
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$430K -10,077 Closed
BIAS
608
Beacon Investment Advisory Services
New Jersey
-$412K -9,664 Closed
TSS
609
Two Sigma Securities
New York
-$366K -8,545 Closed
NIM
610
Nexus Investment Management
Ontario, Canada
-$341K -8,000 Closed
B
611
Barings
North Carolina
-$295K -6,920 Closed
Los Angeles Capital Management
612
Los Angeles Capital Management
California
-$275K -6,455 Closed
Baird Financial Group
613
Baird Financial Group
Wisconsin
-$254K -5,962 Closed
AIP
614
Almanack Investment Partners
Pennsylvania
-$254K -5,953 Closed
WG
615
Winton Group
United Kingdom
-$234K -5,481 Closed
Fiera Capital (Canada)
616
Fiera Capital (Canada)
Quebec, Canada
-$228K -5,353 Closed
KCM
617
Kanawha Capital Management
Virginia
-$223K -5,231 Closed
CCIA
618
Campbell & Co Investment Adviser
Maryland
-$238K -5,042 Closed
MCWS
619
McKinley Carter Wealth Services
West Virginia
-$215K -5,027 Closed
DCM
620
Dupont Capital Management
Delaware
-$214K -5,017 Closed
GCA
621
Gideon Capital Advisors
New York
-$202K -4,728 Closed
CI
622
Cavalier Investments
Georgia
-$86K -2,021 Closed
MOS
623
MGO One Seven
Ohio
-$45K -1,067 Closed
ER
624
Enlightenment Research
Florida
-$30K -702 Closed
JA
625
JOYN Advisors
Georgia
-$24K -562 Closed

HRL Hedge Fund Activity: Q1 2019 in Review

591 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q1 2019, worth a combined $10.7B — up 7.8% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HRL positions and 49 closed out — a net gain of 5 holders — while 232 added to existing stakes and 193 trimmed.

The largest buyer was Invesco, adding an estimated $91.8M. The largest seller was Capital World Investors, exiting entirely with an estimated $124M sold.

  • 591 institutional investors held Hormel Foods (HRL) as of Q1 2019, up from 590 in Q4 2018.
  • Funds reported $10.7B of Hormel Foods stock for Q1 2019, up 7.8% quarter-over-quarter.
  • 54 funds opened new Hormel Foods positions in Q1 2019 and 49 closed out, a net change of +5 holders.
  • The largest Hormel Foods buyer in Q1 2019 was Invesco, an estimated $91.8M added.
  • The largest Hormel Foods seller in Q1 2019 was Capital World Investors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.