Hormel Foods
543 hedge funds and large institutions have $7.48B invested in Hormel Foods in 2018 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 65 closing their positions.
28% more call options, than puts
Call options by funds: $30.4M | Put options by funds: $23.9M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1.74% more ownership
Funds ownership: 39.54% → 41.29% (+1.7%)
9% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 187
2% less capital invested
Capital invested by funds: $7.6B → $7.48B (-$117M)
6% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 65
2% less funds holding
Funds holding: 552 → 543 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$275M |
| 2 |
Goldman Sachs
New York
|
+$30.9M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$26.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$24.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$43.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$40.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$25.5M |
| 4 |
Morgan Stanley
New York
|
-$24.6M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$20.3M |
HRL Hedge Fund Activity: Q1 2018 in Review
543 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q1 2018, worth a combined $7.48B — down 1.5% from $7.6B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of HRL and 61 opened new positions — a net loss of 4 holders — while 187 trimmed existing stakes and 204 added.
The largest buyer was Capital World Investors, opening a new position worth an estimated $275M. The largest seller was American Century Companies, exiting entirely with an estimated $43.6M sold.
- 543 institutional investors held Hormel Foods (HRL) as of Q1 2018, down from 552 in Q4 2017.
- Funds reported $7.48B of Hormel Foods stock for Q1 2018, down 1.5% quarter-over-quarter.
- 61 funds opened new Hormel Foods positions in Q1 2018 and 65 closed out, a net change of -4 holders.
- The largest Hormel Foods buyer in Q1 2018 was Capital World Investors, an estimated $275M added.
- The largest Hormel Foods seller in Q1 2018 was American Century Companies, an estimated $43.6M sold.
Based on aggregated 13F filings for Q1 2018.