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Hormel Foods

573 hedge funds and large institutions have $10.4B invested in Hormel Foods in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 232 increasing their positions, 173 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

34% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 173

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $9.75B → $10.4B (+$605M)

3% more funds holding

Funds holding: 554573 (+19)

0.78% less ownership

Funds ownership: 45.22%44.44% (-0.78%)

55% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $75.6M

Holders
573
Holders Change
+19
Holders Change %
+3.43%
% of All Funds
12.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
62
Increased
232
Reduced
173
Closed
40
Calls
$34.3M
Puts
$75.6M
Net Calls
-$41.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
51
Grandfield & Dodd
New York
$29.6M -$24.6K -585 -0.1%
ANTB
52
AMG National Trust Bank
Colorado
$29.5M -$216K -5,142 -0.8%
Canada Life
53
Canada Life
Manitoba, Canada
$27.8M +$929K +22,126 +4%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$27.5M -$41.7K -994 -0.2%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$27.2M +$19.5M +464,262 +288%
AllianceBernstein
56
AllianceBernstein
Tennessee
$26.8M +$3.48M +82,884 +16%
VRS
57
Virginia Retirement Systems
Virginia
$25.9M
FNT
58
First Nebraska Trust
Nebraska
$23.9M -$205K -4,875 -0.9%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$23.5M +$1.81M +43,228 +9%
Stifel Financial
60
Stifel Financial
Missouri
$22.6M +$1.76M +42,008 +9%
MWNA
61
Marshall Wace North America
New York
$21.9M +$21M +499,945 New
RBCM
62
Raub Brock Capital Management
California
$21.3M +$660K +15,735 +3%
MAM
63
Martingale Asset Management
Massachusetts
$20.6M +$235K +5,600 +1%
AAMU
64
Amundi Asset Management US
Massachusetts
$20M +$877K +20,887 +5%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$19.9M +$51.2K +1,220 +0.3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$19.7M
HSBC Holdings
67
HSBC Holdings
United Kingdom
$19.5M +$5.03M +119,801 +37%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$18.2M -$883K -21,030 -5%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$18.1M -$3.75M -89,364 -18%
Citadel Advisors
70
Citadel Advisors
Florida
$17.4M +$16.7M +397,025 New
BCM
71
Bridgeway Capital Management
Texas
$17M +$16.4M +389,700 New
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M -$48.9K -1,165 -0.3%
Comerica Bank
73
Comerica Bank
Texas
$15.5M -$1.21M -28,927 -7%
GHA
74
GW Henssler & Associates
Georgia
$15.4M -$157K -3,735 -1%
OTPPB
75
Ontario Teachers' Pension Plan Board
Ontario, Canada
$15M +$2.33M +55,544 +19%

HRL Hedge Fund Activity: Q3 2019 in Review

573 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q3 2019, worth a combined $10.4B — up 6.2% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HRL positions and 40 closed out — a net gain of 22 holders — while 232 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $71.8M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 573 institutional investors held Hormel Foods (HRL) as of Q3 2019, up from 554 in Q2 2019.
  • Funds reported $10.4B of Hormel Foods stock for Q3 2019, up 6.2% quarter-over-quarter.
  • 62 funds opened new Hormel Foods positions in Q3 2019 and 40 closed out, a net change of +22 holders.
  • The largest Hormel Foods buyer in Q3 2019 was BlackRock, an estimated $71.8M added.
  • The largest Hormel Foods seller in Q3 2019 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2019.