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Hormel Foods

376 hedge funds and large institutions have $3.83B invested in Hormel Foods in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

5% more funds holding

Funds holding: 359376 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.35% less ownership

Funds ownership: 64.77%64.42% (-0.35%)

28% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 157

31% less capital invested

Capital invested by funds: $5.56B → $3.83B (-$1.72B)

83% less call options, than puts

Call options by funds: $565K | Put options by funds: $3.42M

Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
10.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
45
Increased
113
Reduced
157
Closed
28
Calls
$565K
Puts
$3.42M
Net Calls
-$2.85M
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$497M +$11.5M +526,900 +2%
State Street
2
State Street
Massachusetts
$406M -$6.94M -316,690 -2%
BIT
3
BlackRock Institutional Trust
California
$172M +$5.32M +242,964 +3%
MPI
4
Mairs & Power Inc
Minnesota
$148M +$61.6K +2,814 +0%
UBS AM
5
UBS AM
Illinois
$139M -$2.29M -104,694 -2%
JHIU
6
Janus Henderson Investors US
Colorado
$113M -$3.27M -149,542 -3%
Invesco
7
Invesco
Georgia
$106M +$1.97M +89,966 +2%
BFA
8
BlackRock Fund Advisors
California
$93.6M +$5.33M +243,576 +6%
GC
9
Guggenheim Capital
Illinois
$76.3M -$7.51M -342,882 -9%
Northern Trust
10
Northern Trust
Illinois
$75.4M +$1.22M +55,668 +2%
WCM
11
Winton Capital Management
United Kingdom
$70.7M +$19.1M +874,008 +39%
Norges Bank
12
Norges Bank
Norway
$69.3M -$10.7M -487,110 -14%
AI
13
Analytic Investors
California
$65.7M -$428K -19,556 -0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$60.5M -$4.55M -207,656 -7%
BG
15
BlackRock Group
United Kingdom
$56.8M -$171K -7,794 -0.3%
DAC
16
Dividend Assets Capital
South Carolina
$49.3M +$155K +7,060 +0.3%
PI
17
PGGM Investments
Netherlands
$49M -$89.3K -4,076 -0.2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$45.7M +$2.3M +104,940 +5%
SIM
19
Stelliam Investment Management
New York
$44.9M +$2.52M +115,000 +6%
Swiss National Bank
20
Swiss National Bank
Switzerland
$43.3M -$2.29M -104,400 -5%
CS
21
Credit Suisse
Switzerland
$43.1M +$8.6M +392,772 +26%
Renaissance Technologies
22
Renaissance Technologies
New York
$41.6M +$29.2M +1,331,800 +262%
BlackRock
23
BlackRock
New York
$38.2M -$386K -17,610 -1%
AQR Capital Management
24
AQR Capital Management
Connecticut
$36.9M +$4.77M +217,852 +15%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$35.3M -$425K -19,400 -1%

HRL Hedge Fund Activity: Q4 2013 in Review

376 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q4 2013, worth a combined $3.83B — down 31% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HRL positions and 28 closed out — a net gain of 17 holders — while 113 added to existing stakes and 157 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $29.2M. The largest seller was Riverbridge Partners, cutting an estimated $56M.

  • 376 institutional investors held Hormel Foods (HRL) as of Q4 2013, up from 359 in Q3 2013.
  • Funds reported $3.83B of Hormel Foods stock for Q4 2013, down 31% quarter-over-quarter.
  • 45 funds opened new Hormel Foods positions in Q4 2013 and 28 closed out, a net change of +17 holders.
  • The largest Hormel Foods buyer in Q4 2013 was Renaissance Technologies, an estimated $29.2M added.
  • The largest Hormel Foods seller in Q4 2013 was Riverbridge Partners, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2013.