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Hormel Foods

554 hedge funds and large institutions have $9.75B invested in Hormel Foods in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 205 increasing their positions, 199 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 199

0.57% more ownership

Funds ownership: 44.65%45.22% (+0.57%)

6% less funds holding

Funds holding: 591554 (-37)

9% less capital invested

Capital invested by funds: $10.7B → $9.75B (-$916M)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

67% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $76.7M

Holders
554
Holders Change
-37
Holders Change %
-6.26%
% of All Funds
12.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
48
Increased
205
Reduced
199
Closed
75
Calls
$25.2M
Puts
$76.7M
Net Calls
-$51.6M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B +$21M +518,987 +2%
State Street
2
State Street
Massachusetts
$1.16B +$30.4M +750,486 +3%
BlackRock
3
BlackRock
New York
$1.02B +$52.2M +1,287,994 +5%
Capital International Investors
4
Capital International Investors
California
$792M +$468K +11,529 +0.1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$590M +$134M +3,296,615 +29%
MPI
6
Mairs & Power Inc
Minnesota
$232M -$2.51M -61,889 -1%
Invesco
7
Invesco
Georgia
$213M +$9.18M +226,276 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$171M +$6.59M +162,408 +4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$158M +$13.6M +334,243 +9%
Northern Trust
10
Northern Trust
Illinois
$148M +$3.64M +89,856 +3%
Victory Capital Management
11
Victory Capital Management
Texas
$148M -$12.3M -304,192 -8%
CIP
12
Champlain Investment Partners
Vermont
$122M +$16.9M +415,600 +16%
Principal Financial Group
13
Principal Financial Group
Iowa
$116M -$31.2K -770 -0%
Macquarie Group
14
Macquarie Group
Australia
$113M -$10.5M -259,752 -9%
Norges Bank
15
Norges Bank
Norway
$112M
ProShare Advisors
16
ProShare Advisors
Maryland
$88.8M +$16.3M +401,313 +22%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$88.6M +$16.7M +412,027 +23%
Goldman Sachs
18
Goldman Sachs
New York
$85.2M -$14.1M -348,674 -14%
Legal & General Group
19
Legal & General Group
United Kingdom
$85.1M +$7.86M +193,783 +10%
APG Asset Management
20
APG Asset Management
Netherlands
$81.6M -$78M -1,923,900 -46%
US Bancorp
21
US Bancorp
Minnesota
$81.1M -$2.46M -60,738 -3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$80.7M +$1.22M +30,048 +2%
WHG
23
Westwood Holdings Group
Texas
$77.5M -$2.95M -72,742 -4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$76.5M -$52M -1,282,413 -40%
Swiss National Bank
25
Swiss National Bank
Switzerland
$68M +$4.91M +121,200 +8%

HRL Hedge Fund Activity: Q2 2019 in Review

554 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q2 2019, worth a combined $9.75B — down 8.6% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of HRL and 48 opened new positions — a net loss of 27 holders — while 199 trimmed existing stakes and 205 added.

The largest buyer was Capital Research Global Investors, adding an estimated $134M. The largest seller was APG Asset Management, cutting an estimated $78M.

  • 554 institutional investors held Hormel Foods (HRL) as of Q2 2019, down from 591 in Q1 2019.
  • Funds reported $9.75B of Hormel Foods stock for Q2 2019, down 8.6% quarter-over-quarter.
  • 48 funds opened new Hormel Foods positions in Q2 2019 and 75 closed out, a net change of -27 holders.
  • The largest Hormel Foods buyer in Q2 2019 was Capital Research Global Investors, an estimated $134M added.
  • The largest Hormel Foods seller in Q2 2019 was APG Asset Management, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2019.