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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
CW
101
Cobiz Wealth
Colorado
$4.81M -$97.7K -4,460 -2%
MFBTD
102
MB Financial Bank - Trust Department
Illinois
$4.79M -$58.7K -2,680 -1%
Millennium Management
103
Millennium Management
New York
$4.73M +$4.35M +198,766 +1,858%
NIMC
104
NWQ Investment Management Company
California
$4.71M -$2.69M -122,950 -37%
TA
105
Teachers Advisors
New York
$4.6M +$26.4K +1,204 +0.6%
AG
106
Aperio Group
California
$4.58M -$4.31M -196,664 Closed
ACM
107
Azimuth Capital Management
Michigan
$4.58M +$18.2K +830 +0.4%
EA
108
Euclid Advisors
Connecticut
$4.53M +$4.39M +200,540 New
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$4.42M +$168K +7,654 +4%
IA
110
IndexIQ Advisors
New York
$4.13M +$1.62M +73,824 +68%
Credit Agricole
111
Credit Agricole
France
$4.06M +$1.48M +67,804 +61%
Lord, Abbett & Co
112
Lord, Abbett & Co
New Jersey
$3.98M -$136K -6,200 -3%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$3.95M -$129K -5,898 -3%
BII
114
Baring International Investment
United Kingdom
$3.95M +$1.18K +54 +0%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$3.89M +$347K +15,830 +10%
MLM
116
Mount Lucas Management
Pennsylvania
$3.76M -$103K -4,724 -3%
PAIM
117
Punch & Associates Investment Management
Minnesota
$3.75M -$59.9K -2,734 -2%
WSFS
118
Wilmington Savings Fund Society
Delaware
$3.68M -$92.5K -4,222 -3%
Retirement Systems of Alabama
119
Retirement Systems of Alabama
Alabama
$3.62M +$3.94K +180 +0.1%
LIA
120
LS Investment Advisors
Michigan
$3.41M +$661K +30,206 +25%
SIC
121
Sigma Investment Counselors
Michigan
$3.37M -$74.9K -3,422 -2%
OC
122
Oppenheimer & Co
New York
$3.35M +$489K +22,310 +18%
OCM
123
Olstein Capital Management
New York
$3.34M -$175K -8,000 -5%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$3.29M +$863K +39,388 +37%
NFA
125
Nationwide Fund Advisors
Ohio
$3.27M -$51.8K -2,366 -2%

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.