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Hormel Foods

566 hedge funds and large institutions have $8.41B invested in Hormel Foods in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 195 increasing their positions, 204 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 35

15% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $31.3M

12% more capital invested

Capital invested by funds: $7.49B → $8.41B (+$923M)

4% more funds holding

Funds holding: 542566 (+24)

1.37% more ownership

Funds ownership: 41.32%42.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 204

Holders
566
Holders Change
+24
Holders Change %
+4.43%
% of All Funds
12.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
63
Increased
195
Reduced
204
Closed
35
Calls
$36.2M
Puts
$31.3M
Net Calls
+$4.83M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$7.01M -$949K -26,443 -12%
EVM
102
Eaton Vance Management
Massachusetts
$6.87M -$6.45M -179,803 -49%
DAC
103
Dividend Assets Capital
South Carolina
$6.82M -$33.2M -925,316 -83%
CBT
104
Capital Bank & Trust
California
$6.79M +$11.6K +324 +0.2%
Creative Planning
105
Creative Planning
Kansas
$6.78M +$16.8K +468 +0.3%
GHCM
106
Glen Harbor Capital Management
California
$6.73M +$919K +25,592 +16%
GWM
107
Geneos Wealth Management
Colorado
$6.66M +$10.6K +296 +0.2%
AAF
108
Andra AP-fonden
Sweden
$6.59M -$610K -17,000 -9%
MAM
109
Martingale Asset Management
Massachusetts
$6.55M +$431K +12,003 +7%
AAM
110
Advisors Asset Management
Colorado
$6.43M +$902K +25,122 +17%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$6.4M -$9.86M -274,725 -61%
MFBTD
112
MB Financial Bank - Trust Department
Illinois
$6.4M -$126K -3,505 -2%
Connor, Clark & Lunn Investment Management (CC&L)
113
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.38M -$1.8M -50,250 -23%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$6.27M +$101K +2,813 +2%
RAM
115
RK Asset Management
Michigan
$6.03M -$78.4K -2,185 -1%
GRQ
116
Gardner Russo & Quinn
Pennsylvania
$5.9M -$63.6K -1,773 -1%
NCM
117
Nelson Capital Management
California
$5.8M +$96.6K +2,690 +2%
WSFS
118
Wilmington Savings Fund Society
Delaware
$5.67M -$16.4K -458 -0.3%
Arrowstreet Capital
119
Arrowstreet Capital
Massachusetts
$5.59M +$5.39M +150,210 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$5.49M +$2.45M +68,242 +86%
ZIG
121
Zurich Insurance Group
Switzerland
$5.49M +$4.38M +122,003 +480%
Nomura Asset Management
122
Nomura Asset Management
Japan
$5.43M +$472K +13,159 +10%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$5.29M -$1.04M -29,068 -17%
MCIM
124
Meadow Creek Investment Management
Georgia
$5.29M +$722K +20,108 +16%
Citadel Advisors
125
Citadel Advisors
Florida
$5.05M +$4.21M +117,239 +635%

HRL Hedge Fund Activity: Q2 2018 in Review

566 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q2 2018, worth a combined $8.41B — up 12% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HRL positions and 35 closed out — a net gain of 28 holders — while 195 added to existing stakes and 204 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $259M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $61M sold.

  • 566 institutional investors held Hormel Foods (HRL) as of Q2 2018, up from 542 in Q1 2018.
  • Funds reported $8.41B of Hormel Foods stock for Q2 2018, up 12% quarter-over-quarter.
  • 63 funds opened new Hormel Foods positions in Q2 2018 and 35 closed out, a net change of +28 holders.
  • The largest Hormel Foods buyer in Q2 2018 was Capital Research Global Investors, an estimated $259M added.
  • The largest Hormel Foods seller in Q2 2018 was Ceredex Value Advisors, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2018.