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Hormel Foods

573 hedge funds and large institutions have $10.4B invested in Hormel Foods in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 232 increasing their positions, 173 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

34% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 173

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $9.75B → $10.4B (+$605M)

3% more funds holding

Funds holding: 554573 (+19)

0.78% less ownership

Funds ownership: 45.22%44.44% (-0.78%)

55% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $75.6M

Holders
573
Holders Change
+19
Holders Change %
+3.43%
% of All Funds
12.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
62
Increased
232
Reduced
173
Closed
40
Calls
$34.3M
Puts
$75.6M
Net Calls
-$41.3M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B +$16.6M +396,207 +1%
State Street
2
State Street
Massachusetts
$1.27B +$17.2M +410,613 +1%
BlackRock
3
BlackRock
New York
$1.17B +$71.8M +1,709,730 +7%
Capital Research Global Investors
4
Capital Research Global Investors
California
$613M -$22.4M -534,067 -4%
Capital International Investors
5
Capital International Investors
California
$481M -$358M -8,533,926 -44%
MPI
6
Mairs & Power Inc
Minnesota
$242M -$8.13M -193,733 -3%
Invesco
7
Invesco
Georgia
$228M -$1.86M -44,311 -0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$191M +$6.53M +155,633 +4%
Principal Financial Group
9
Principal Financial Group
Iowa
$186M +$58.8M +1,400,645 +49%
Northern Trust
10
Northern Trust
Illinois
$161M +$1.2M +28,654 +0.8%
Victory Capital Management
11
Victory Capital Management
Texas
$142M -$17.1M -407,654 -11%
CIP
12
Champlain Investment Partners
Vermont
$135M +$3.45M +82,240 +3%
Norges Bank
13
Norges Bank
Norway
$117M -$3.82M -91,005 -3%
Macquarie Group
14
Macquarie Group
Australia
$115M -$6.66M -158,680 -6%
Goldman Sachs
15
Goldman Sachs
New York
$114M +$21.2M +505,757 +24%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$108M +$11.6M +276,629 +13%
ProShare Advisors
17
ProShare Advisors
Maryland
$105M +$8.76M +208,788 +10%
UBS AM
18
UBS AM
Illinois
$97.6M +$30.4M +724,803 +48%
Legal & General Group
19
Legal & General Group
United Kingdom
$91.3M -$497K -11,843 -0.6%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$91.2M -$76.5M -1,821,526 -47%
US Bancorp
21
US Bancorp
Minnesota
$86.8M -$612K -14,579 -0.7%
Swiss National Bank
22
Swiss National Bank
Switzerland
$86.7M +$12.8M +304,930 +18%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$86.7M -$341K -8,131 -0.4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$83.9M +$1.28M +30,444 +2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$83.2M +$14.1M +335,192 +21%

HRL Hedge Fund Activity: Q3 2019 in Review

573 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q3 2019, worth a combined $10.4B — up 6.2% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HRL positions and 40 closed out — a net gain of 22 holders — while 232 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $71.8M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 573 institutional investors held Hormel Foods (HRL) as of Q3 2019, up from 554 in Q2 2019.
  • Funds reported $10.4B of Hormel Foods stock for Q3 2019, up 6.2% quarter-over-quarter.
  • 62 funds opened new Hormel Foods positions in Q3 2019 and 40 closed out, a net change of +22 holders.
  • The largest Hormel Foods buyer in Q3 2019 was BlackRock, an estimated $71.8M added.
  • The largest Hormel Foods seller in Q3 2019 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2019.