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Hormel Foods

554 hedge funds and large institutions have $9.75B invested in Hormel Foods in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 205 increasing their positions, 199 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 199

0.57% more ownership

Funds ownership: 44.65%45.22% (+0.57%)

6% less funds holding

Funds holding: 591554 (-37)

9% less capital invested

Capital invested by funds: $10.7B → $9.75B (-$916M)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

67% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $76.7M

Holders
554
Holders Change
-37
Holders Change %
-6.26%
% of All Funds
12.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
48
Increased
205
Reduced
199
Closed
75
Calls
$25.2M
Puts
$76.7M
Net Calls
-$51.6M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Aperio Group
California
$27.5M -$5.93M -146,152 -18%
GD
52
Grandfield & Dodd
New York
$27.5M -$249K -6,140 -0.9%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$25.5M -$655K -16,157 -3%
Canada Life
54
Canada Life
Manitoba, Canada
$24.8M +$152K +3,754 +0.6%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$24.5M -$31.8M -784,300 -57%
VRS
56
Virginia Retirement Systems
Virginia
$24M
FNT
57
First Nebraska Trust
Nebraska
$22.3M -$74K -1,825 -0.3%
AllianceBernstein
58
AllianceBernstein
Tennessee
$21.5M -$91.9K -2,267 -0.4%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$20.4M +$7.94M +195,680 +64%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$20.1M -$5.92M -146,022 -23%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$19.7M
Stifel Financial
62
Stifel Financial
Missouri
$19.3M +$1.31M +32,219 +7%
RBCM
63
Raub Brock Capital Management
California
$19.1M -$209K -5,165 -1%
MAM
64
Martingale Asset Management
Massachusetts
$18.9M +$156K +3,852 +0.8%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$18.4M +$367K +9,062 +2%
AAMU
66
Amundi Asset Management US
Massachusetts
$17.7M -$4.88M -120,232 -22%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$17.7M -$113K -2,780 -0.6%
Comerica Bank
68
Comerica Bank
Texas
$16.9M -$1.49M -36,660 -8%
CGT
69
Capital Guardian Trust
California
$16.6M -$1.02M -25,049 -6%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$15.3M -$392K -9,669 -3%
GHA
71
GW Henssler & Associates
Georgia
$14.5M -$258K -6,373 -2%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$13.3M -$85.2K -2,100 -0.6%
EVM
73
Eaton Vance Management
Massachusetts
$13.3M +$5.8K +143 +0%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$13.2M +$4.32M +106,495 +49%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$13M -$44.8M -1,103,658 -77%

HRL Hedge Fund Activity: Q2 2019 in Review

554 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q2 2019, worth a combined $9.75B — down 8.6% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of HRL and 48 opened new positions — a net loss of 27 holders — while 199 trimmed existing stakes and 205 added.

The largest buyer was Capital Research Global Investors, adding an estimated $134M. The largest seller was APG Asset Management, cutting an estimated $78M.

  • 554 institutional investors held Hormel Foods (HRL) as of Q2 2019, down from 591 in Q1 2019.
  • Funds reported $9.75B of Hormel Foods stock for Q2 2019, down 8.6% quarter-over-quarter.
  • 48 funds opened new Hormel Foods positions in Q2 2019 and 75 closed out, a net change of -27 holders.
  • The largest Hormel Foods buyer in Q2 2019 was Capital Research Global Investors, an estimated $134M added.
  • The largest Hormel Foods seller in Q2 2019 was APG Asset Management, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2019.