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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$28.7M +$3.9M +90,995 +17%
Canada Life
52
Canada Life
Manitoba, Canada
$27.2M +$1.4M +32,621 +6%
VRS
53
Virginia Retirement Systems
Virginia
$26.5M
AAMU
54
Amundi Asset Management US
Massachusetts
$25M -$1.97M -46,032 -8%
FNT
55
First Nebraska Trust
Nebraska
$24.7M -$168K -3,925 -0.7%
Barclays
56
Barclays
United Kingdom
$24.4M -$4.72M -110,194 -17%
TCIM
57
TIAA CREF Investment Management
New York
$24.3M -$1.91M -44,647 -8%
DZ Bank
58
DZ Bank
Germany
$24.2M +$218K +5,103 +1%
AllianceBernstein
59
AllianceBernstein
Tennessee
$23.9M -$107K -2,503 -0.5%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$23.3M +$880K +20,556 +4%
TA
61
Teachers Advisors
New York
$21.4M +$617K +14,415 +3%
RBCM
62
Raub Brock Capital Management
California
$21.3M -$21.8K -509 -0.1%
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$21.1M -$715K -16,700 -3%
MAM
64
Martingale Asset Management
Massachusetts
$20.7M +$8.63M +201,503 +77%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$19.9M -$426K -9,947 -2%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$19.9M +$13.7M +319,971 +255%
Stifel Financial
67
Stifel Financial
Missouri
$19.8M +$95.8K +2,237 +0.5%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$19.7M +$15M +350,846 +567%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$19.7M +$293K +6,850 +2%
BCM
70
Bridgeway Capital Management
Texas
$19.6M +$18.8M +438,750 New
CGT
71
Capital Guardian Trust
California
$19.5M -$8.25M -192,803 -31%
Comerica Bank
72
Comerica Bank
Texas
$18.6M +$8.96M +209,354 +89%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$17.3M
Renaissance Technologies
74
Renaissance Technologies
New York
$17.1M +$16.4M +382,400 New
GC
75
Guggenheim Capital
Illinois
$16.8M -$4M -93,499 -20%

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.