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Hormel Foods

376 hedge funds and large institutions have $3.83B invested in Hormel Foods in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

5% more funds holding

Funds holding: 359376 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.35% less ownership

Funds ownership: 64.77%64.42% (-0.35%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 157

31% less capital invested

Capital invested by funds: $5.56B → $3.83B (-$1.72B)

83% less call options, than puts

Call options by funds: $565K | Put options by funds: $3.42M

Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
10.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
45
Increased
113
Reduced
157
Closed
28
Calls
$565K
Puts
$3.42M
Net Calls
-$2.85M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$13M +$238K +10,874 +2%
US Bancorp
52
US Bancorp
Minnesota
$12M -$1.27M -57,882 -10%
AllianceBernstein
53
AllianceBernstein
Tennessee
$11.4M +$143K +6,542 +1%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$11.3M +$4.38K +200 +0%
BIM
55
BlackRock Investment Management
Delaware
$11.2M -$451K -20,608 -4%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$11M +$70.1K +3,200 +0.7%
BA
57
BlackRock Advisors
Delaware
$10.9M -$514K -23,474 -5%
JP Morgan Chase
58
JP Morgan Chase
New York
$10.8M -$3.22M -147,062 -23%
William Blair & Company
59
William Blair & Company
Illinois
$10.7M +$23K +1,050 +0.2%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$10.6M -$104K -4,752 -1%
Prudential Financial
61
Prudential Financial
New Jersey
$10.6M -$313K -14,300 -3%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$10.5M +$1.79M +81,708 +21%
RBCM
63
Raub Brock Capital Management
California
$10.2M +$187K +8,546 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.87M -$783K -35,746 -8%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$9.64M +$2.73M +124,522 +41%
Bank of America
66
Bank of America
North Carolina
$9.56M +$266K +12,144 +3%
SAM
67
Shell Asset Management
Netherlands
$9.54M -$504K -23,028 -5%
MTB
68
Mizuho Trust & Banking
Japan
$9.53M +$285K +13,006 +3%
Barclays
69
Barclays
United Kingdom
$9.03M +$1.27M +57,850 +17%
AAF
70
Andra AP-fonden
Sweden
$8.98M -$52.6K -2,400 -0.6%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$8.87M
Principal Financial Group
72
Principal Financial Group
Iowa
$8.63M +$18.3K +836 +0.2%
EAM
73
EULAV Asset Management
Florida
$8.46M -$175K -8,000 -2%
Mariner
74
Mariner
Kansas
$8.4M
ADMI
75
Albert D. Mason Inc
Massachusetts
$8.31M

HRL Hedge Fund Activity: Q4 2013 in Review

376 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q4 2013, worth a combined $3.83B — down 31% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HRL positions and 28 closed out — a net gain of 17 holders — while 113 added to existing stakes and 157 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $29.2M. The largest seller was Riverbridge Partners, cutting an estimated $56M.

  • 376 institutional investors held Hormel Foods (HRL) as of Q4 2013, up from 359 in Q3 2013.
  • Funds reported $3.83B of Hormel Foods stock for Q4 2013, down 31% quarter-over-quarter.
  • 45 funds opened new Hormel Foods positions in Q4 2013 and 28 closed out, a net change of +17 holders.
  • The largest Hormel Foods buyer in Q4 2013 was Renaissance Technologies, an estimated $29.2M added.
  • The largest Hormel Foods seller in Q4 2013 was Riverbridge Partners, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2013.