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Hormel Foods

591 hedge funds and large institutions have $10.7B invested in Hormel Foods in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 232 increasing their positions, 193 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 193

10% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 49

8% more capital invested

Capital invested by funds: $9.9B → $10.7B (+$771M)

0.88% more ownership

Funds ownership: 43.77%44.65% (+0.88%)

0% more funds holding

Funds holding: 590591 (+1)

14% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $61.3M

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
591
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
12.79%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.15%
New
54
Increased
232
Reduced
193
Closed
49
Calls
$52.6M
Puts
$61.3M
Net Calls
-$8.65M
Net Calls Change
+$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
126
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.75M +$712K +16,640 +12%
Axa
127
Axa
France
$6.74M -$271K -6,327 -4%
MNG
128
Manning & Napier Group
New York
$6.67M +$1.55M +36,183 +32%
DAC
129
Dividend Assets Capital
South Carolina
$6.63M -$649K -15,156 -9%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$6.63M +$383K +8,944 +6%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$6.56M -$135K -3,150 -2%
MSFP
132
Mark Sheptoff Financial Planning
Connecticut
$6.41M +$13.6K +318 +0.2%
Citigroup
133
Citigroup
New York
$6.26M +$4.54M +106,077 +315%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$6.19M +$48.5K +1,134 +0.8%
QIM
135
Quantitative Investment Management
Virginia
$6.04M +$2.71M +63,300 +88%
RBA
136
Richard Bernstein Advisors
New York
$6.02M +$5.76M +134,583 New
Russell Investments Group
137
Russell Investments Group
United Kingdom
$5.94M +$63K +1,471 +1%
CS
138
Comerica Securities
Michigan
$5.93M +$4.19M +97,806 +283%
N
139
Natixis
France
$5.92M +$5.71M +133,338 New
HIMCH
140
Hartford Investment Management Co (HIMCO)
Connecticut
$5.87M +$3.59M +83,857 +177%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$5.86M -$1.23M -28,677 -18%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$5.83M +$5.58M +130,252 New
MCIM
143
Meadow Creek Investment Management
Georgia
$5.82M +$4.71K +110 +0.1%
DILIC
144
Dai-ichi Life Insurance Company
Japan
$5.76M +$214K +5,010 +4%
ACI
145
AMP Capital Investors
Australia
$5.71M +$1.72M +40,106 +45%
AAM
146
Autus Asset Management
Arizona
$5.67M +$35.6K +832 +0.7%
AIG
147
American International Group
New York
$5.58M -$13M -303,587 -71%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$5.46M -$108K -2,514 -2%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$5.42M +$1.5M +35,044 +41%
PAM
150
Panagora Asset Management
Massachusetts
$5.2M +$2.06M +48,079 +71%

HRL Hedge Fund Activity: Q1 2019 in Review

591 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q1 2019, worth a combined $10.7B — up 7.8% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HRL positions and 49 closed out — a net gain of 5 holders — while 232 added to existing stakes and 193 trimmed.

The largest buyer was Invesco, adding an estimated $91.8M. The largest seller was Capital World Investors, exiting entirely with an estimated $124M sold.

  • 591 institutional investors held Hormel Foods (HRL) as of Q1 2019, up from 590 in Q4 2018.
  • Funds reported $10.7B of Hormel Foods stock for Q1 2019, up 7.8% quarter-over-quarter.
  • 54 funds opened new Hormel Foods positions in Q1 2019 and 49 closed out, a net change of +5 holders.
  • The largest Hormel Foods buyer in Q1 2019 was Invesco, an estimated $91.8M added.
  • The largest Hormel Foods seller in Q1 2019 was Capital World Investors, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.