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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
AIM
151
Achmea Investment Management
Netherlands
$3.71M +$909K +25,333 +34%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$3.57M +$750K +20,885 +28%
SFM
153
Signature Financial Management
Virginia
$3.55M -$211K -5,885 -6%
Comerica Bank
154
Comerica Bank
Texas
$3.55M -$123K -3,438 -3%
OCM
155
Olstein Capital Management
New York
$3.5M -$2.62M -73,000 -44%
LIA
156
LS Investment Advisors
Michigan
$3.49M -$93.5K -2,605 -3%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$3.49M -$112K -3,118 -3%
SCA
158
Spearhead Capital Advisors
Florida
$3.49M -$73.5K -2,047 -2%
PAM
159
Peninsula Asset Management
Florida
$3.46M +$79K +2,200 +2%
MNG
160
Manning & Napier Group
New York
$3.42M +$3.3M +91,885 New
TCM
161
Twin Capital Management
Pennsylvania
$3.39M -$1.44K -40 -0%
ACI
162
AMP Capital Investors
Australia
$3.31M -$87.8K -2,446 -3%
USAA
163
United Services Automobile Association
Texas
$3.22M -$566K -15,761 -15%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$3.2M +$1.21M +33,805 +65%
HighTower Advisors
165
HighTower Advisors
Illinois
$3.07M -$55K -1,533 -2%
LS
166
Livforsakringsbolaget Skandia
Sweden
$3.06M
BFA
167
Benedict Financial Advisors
Georgia
$3.03M +$120K +3,343 +4%
AC
168
Addenda Capital
Quebec, Canada
$3.03M -$272K -7,572 -9%
WAM
169
Weatherly Asset Management
California
$3.03M -$11.7K -325 -0.4%
MM
170
Midas Management
New York
$2.98M
SOMRS
171
State of Michigan Retirement System
Michigan
$2.97M +$14.4K +400 +0.5%
MIM
172
MetLife Investment Management
New Jersey
$2.96M -$63.9K -1,780 -2%
FAF
173
Fjarde Ap-fonden
Sweden
$2.89M +$849K +23,664 +44%
SRAM
174
Stone Ridge Asset Management
New York
$2.89M +$127K +3,527 +5%
Citigroup
175
Citigroup
New York
$2.85M -$563K -15,682 -17%

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.