Hormel Foods
HRL
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.
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: 573 → 621 (+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: 5 → 5 (0)
52% less call options, than puts
Call options by funds: $45.5M | Put options by funds: $94.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$142M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$36.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$34.4M |
| 4 |
Citigroup
New York
|
+$31.1M |
| 5 |
Renaissance Technologies
New York
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$51.2M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$36.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$33.2M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$24.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$11.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
651
Truvestments Capital
Sarasota,
Florida
| – | -$7K | -156 | Closed |
|
|
TCOV
652
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -70 | Closed |
|
|
FEM
653
Fulcrum Equity Management
Plano,
Texas
| – | -$2K | -56 | Closed |
|
|
LWA
654
Lenox Wealth Advisors
New York
| – | +$86 | +2 | New |
|
655
AssetMark Inc
Concord,
California
| – | +$172 | +4 | New |
|
|
SL
656
Savior LLC
Wellesley Hills,
Massachusetts
| – | +$430 | +10 | New |
|
|
LPWM
657
Lake Point Wealth Management
Rockwall,
Texas
| – | +$474 | +11 | 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.