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Hormel Foods

590 hedge funds and large institutions have $9.9B invested in Hormel Foods in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 201 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $9.02B → $9.9B (+$880M)

5% more funds holding

Funds holding: 564590 (+26)

0.79% more ownership

Funds ownership: 42.98%43.77% (+0.79%)

0% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 201

52% less call options, than puts

Call options by funds: $30.4M | Put options by funds: $63.7M

Holders
590
Holders Change
+26
Holders Change %
+4.61%
% of All Funds
13.15%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
80
Increased
200
Reduced
201
Closed
52
Calls
$30.4M
Puts
$63.7M
Net Calls
-$33.3M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$5.86M +$114K +2,634 +2%
OTPPB
127
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.72M -$1.31M -30,463 -19%
DekaBank Deutsche Girozentrale
128
DekaBank Deutsche Girozentrale
Germany
$5.63M +$2.4M +55,650 +73%
CCM
129
Copeland Capital Management
Pennsylvania
$5.6M -$5.3M -123,089 -48%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$5.6M +$2.07M +48,118 +58%
GAM
131
Gotham Asset Management
New York
$5.57M +$5.63M +130,535 New
MCIM
132
Meadow Creek Investment Management
Georgia
$5.54M +$348K +8,074 +7%
AAM
133
Advisors Asset Management
Colorado
$5.39M -$2.45M -56,907 -31%
AAM
134
Autus Asset Management
Arizona
$5.37M +$95K +2,204 +2%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$5.35M
VOYA Investment Management
136
VOYA Investment Management
Georgia
$5.32M +$60.7K +1,408 +1%
DILIC
137
Dai-ichi Life Insurance Company
Japan
$5.28M +$3M +69,730 +129%
CWM
138
CIBC World Markets
New York
$5.26M +$1.77M +41,146 +50%
Korea Investment Corp
139
Korea Investment Corp
South Korea
$4.92M -$2.34M -54,200 -32%
Millennium Management
140
Millennium Management
New York
$4.91M +$4.34M +100,714 +702%
CIM
141
Contravisory Investment Management
Massachusetts
$4.88M -$55.7K -1,292 -1%
MNG
142
Manning & Napier Group
New York
$4.82M +$476K +11,052 +11%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$4.75M +$203K +4,709 +4%
SOADOR
144
State of Alaska Department of Revenue
Alaska
$4.75M +$252K +5,849 +6%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.72M +$132K +3,069 +3%
PAIM
146
Punch & Associates Investment Management
Minnesota
$4.71M -$46.3K -1,074 -1%
Connor, Clark & Lunn Investment Management (CC&L)
147
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.63M +$2.91M +67,550 +165%
AIM
148
Achmea Investment Management
Netherlands
$4.61M +$349K +8,105 +8%
DLCIG
149
D.L. Carlson Investment Group
New Hampshire
$4.49M -$654K -15,187 -13%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$4.48M +$493K +11,437 +12%

HRL Hedge Fund Activity: Q4 2018 in Review

590 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q4 2018, worth a combined $9.9B — up 9.8% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new HRL positions and 52 closed out — a net gain of 28 holders — while 200 added to existing stakes and 201 trimmed.

The largest buyer was BlackRock, adding an estimated $151M. The largest seller was Champlain Investment Partners, cutting an estimated $90.6M.

  • 590 institutional investors held Hormel Foods (HRL) as of Q4 2018, up from 564 in Q3 2018.
  • Funds reported $9.9B of Hormel Foods stock for Q4 2018, up 9.8% quarter-over-quarter.
  • 80 funds opened new Hormel Foods positions in Q4 2018 and 52 closed out, a net change of +28 holders.
  • The largest Hormel Foods buyer in Q4 2018 was BlackRock, an estimated $151M added.
  • The largest Hormel Foods seller in Q4 2018 was Champlain Investment Partners, an estimated $90.6M sold.

Based on aggregated 13F filings for Q4 2018.