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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
Aviva
126
Aviva
United Kingdom
$5.04M -$60.4K -1,683 -1%
NAM
127
Nissay Asset Management
Japan
$5.03M +$2.02M +56,323 +71%
MSFP
128
Mark Sheptoff Financial Planning
Connecticut
$5.01M -$1.61K -45 -0%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$4.71M -$83.5K -2,327 -2%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$4.68M -$425K -11,838 -9%
AAM
131
Autus Asset Management
Arizona
$4.59M +$116K +3,227 +3%
DLCIG
132
D.L. Carlson Investment Group
New Hampshire
$4.46M +$4.3M +119,920 New
CA
133
Commerzbank Aktiengesellschaft
Germany
$4.44M -$2.07M -57,724 -33%
Russell Investments Group
134
Russell Investments Group
United Kingdom
$4.43M -$3.93M -109,493 -48%
AIMCA
135
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.36M -$409K -11,400 -9%
Korea Investment Corp
136
Korea Investment Corp
South Korea
$4.28M +$2.1M +58,500 +104%
RCM
137
Riverhead Capital Management
Delaware
$4.25M +$578K +16,102 +16%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$4.2M +$2.48M +69,028 +158%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$4.09M +$295K +8,214 +8%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$4.07M +$3.92M +109,251 New
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.04M -$189K -5,252 -5%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$4.03M +$48K +1,337 +1%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$4.02M +$190K +5,285 +5%
PAIM
144
Punch & Associates Investment Management
Minnesota
$3.95M -$67.4K -1,878 -2%
FCM
145
Flinton Capital Management
Pennsylvania
$3.85M +$525K +14,624 +16%
OTPPB
146
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.78M -$1.11M -30,952 -23%
WJA
147
Williams Jones & Associates
New York
$3.76M -$225K -6,274 -6%
SG Americas Securities
148
SG Americas Securities
New York
$3.75M +$2.29M +63,728 +172%
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
$3.73M +$460K +12,810 +15%
NWM
150
Nicola Wealth Management
British Columbia, Canada
$3.72M -$4.13M -115,000 -60%

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.