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Hormel Foods

433 hedge funds and large institutions have $5.57B invested in Hormel Foods in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 179 increasing their positions, 134 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

71% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $4.41M

58% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 33

34% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 134

17% more capital invested

Capital invested by funds: $4.78B → $5.57B (+$790M)

4% more funds holding

Funds holding: 417433 (+16)

2.36% more ownership

Funds ownership: 64.32%66.67% (+2.4%)

Holders
433
Holders Change
+16
Holders Change %
+3.84%
% of All Funds
12.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.31%
New
52
Increased
179
Reduced
134
Closed
33
Calls
$7.55M
Puts
$4.41M
Net Calls
+$3.15M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$802M +$14M +465,870 +2%
State Street
2
State Street
Massachusetts
$517M -$4.22M -140,878 -0.9%
BIT
3
BlackRock Institutional Trust
California
$258M +$30.5M +1,017,478 +14%
UBS AM
4
UBS AM
Illinois
$177M +$500K +16,680 +0.3%
MPI
5
Mairs & Power Inc
Minnesota
$176M -$20.6M -688,580 -11%
BFA
6
BlackRock Fund Advisors
California
$134M +$5.92M +197,486 +5%
Victory Capital Management
7
Victory Capital Management
Texas
$120M -$740K -24,696 -0.6%
Norges Bank
8
Norges Bank
Norway
$110M +$1.96M +65,564 +2%
DAC
9
Dividend Assets Capital
South Carolina
$108M +$495K +16,532 +0.5%
First Trust Advisors
10
First Trust Advisors
Illinois
$98.8M +$15M +501,596 +19%
AQR Capital Management
11
AQR Capital Management
Connecticut
$95.3M +$13.6M +453,422 +18%
Northern Trust
12
Northern Trust
Illinois
$93.2M -$947K -31,588 -1%
BG
13
BlackRock Group
United Kingdom
$90.1M +$4.59M +153,116 +6%
Invesco
14
Invesco
Georgia
$88.7M +$6.42M +214,086 +8%
Goldman Sachs
15
Goldman Sachs
New York
$76.7M +$68.6K +2,288 +0.1%
AI
16
Analytic Investors
California
$75.7M +$26.1M +871,038 +57%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$67.7M -$7.23M -241,080 -10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$67.1M +$713K +23,806 +1%
CS
19
Credit Suisse
Switzerland
$58M -$159K -5,294 -0.3%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$55.3M +$52M +1,735,400 +15,495%
JHIU
21
Janus Henderson Investors US
Colorado
$54.6M -$19.1M -636,948 -27%
GC
22
Guggenheim Capital
Illinois
$53.3M -$35.3M -1,177,118 -41%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$50.9M +$4.62M +154,216 +11%
Deutsche Bank
24
Deutsche Bank
Germany
$50.8M +$11.6M +387,912 +32%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$48.9M +$6.99M +233,378 +18%

HRL Hedge Fund Activity: Q3 2015 in Review

433 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q3 2015, worth a combined $5.57B — up 17% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HRL positions and 33 closed out — a net gain of 19 holders — while 179 added to existing stakes and 134 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $52M. The largest seller was Gotham Asset Management, cutting an estimated $64.3M.

  • 433 institutional investors held Hormel Foods (HRL) as of Q3 2015, up from 417 in Q2 2015.
  • Funds reported $5.57B of Hormel Foods stock for Q3 2015, up 17% quarter-over-quarter.
  • 52 funds opened new Hormel Foods positions in Q3 2015 and 33 closed out, a net change of +19 holders.
  • The largest Hormel Foods buyer in Q3 2015 was Schroder Investment Management Group, an estimated $52M added.
  • The largest Hormel Foods seller in Q3 2015 was Gotham Asset Management, an estimated $64.3M sold.

Based on aggregated 13F filings for Q3 2015.