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Pilgrim's Pride

252 hedge funds and large institutions have $2.96B invested in Pilgrim's Pride in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 19

41% more capital invested

Capital invested by funds: $2.1B → $2.96B (+$858M)

21% more funds holding

Funds holding: 209252 (+43)

12% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 81

8.36% more ownership

Funds ownership: 26.61%34.96% (+8.4%)

41% less call options, than puts

Call options by funds: $44.2M | Put options by funds: $75.2M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
252
Holders Change
+43
Holders Change %
+20.57%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
65
Increased
91
Reduced
81
Closed
19
Calls
$44.2M
Puts
$75.2M
Net Calls
-$31M
Net Calls Change
-$4.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$225M +$19.7M +621,817 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M +$2.44M +77,064 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$130M +$31.5M +996,380 +34%
First Trust Advisors
4
First Trust Advisors
Illinois
$98.2M +$10.3M +326,631 +12%
AL
5
AJO LP
Pennsylvania
$97.8M +$87.9M +2,780,380 +1,368%
Renaissance Technologies
6
Renaissance Technologies
New York
$96.3M +$38.9M +1,228,713 +72%
GAM
7
Gotham Asset Management
New York
$93.8M +$19.3M +610,054 +27%
TCIM
8
TIAA CREF Investment Management
New York
$82.3M -$4.35M -137,574 -5%
Invesco
9
Invesco
Georgia
$74.3M +$21.8M +690,200 +44%
AQR Capital Management
10
AQR Capital Management
Connecticut
$67M +$33.8M +1,067,722 +110%
Tiger Global Management
11
Tiger Global Management
New York
$65.6M +$63.3M +2,000,000 New
RFC
12
Russell Frank Company
Washington
$64.5M +$4.28M +135,463 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$63.6M -$1.4M -44,291 -2%
NI
14
Numeric Investors
Massachusetts
$63.1M +$5.68M +179,625 +10%
BIT
15
BlackRock Institutional Trust
California
$57.7M -$10.4M -329,619 -16%
American Century Companies
16
American Century Companies
Missouri
$50.9M +$990K +31,304 +2%
AIM
17
Assured Investment Management
New York
$49.2M +$47.4M +1,500,000 New
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$47.5M +$35.1M +1,109,539 +327%
HCM
19
Highbridge Capital Management
New York
$42M +$39.7M +1,255,026 +4,663%
JIM
20
Jupiter Investment Management
United Kingdom
$40.2M +$37.2M +1,174,788 +2,266%
Allianz Asset Management
21
Allianz Asset Management
Germany
$38M -$597K -18,882 -2%
SGAM
22
Smith Group Asset Management
Texas
$35.3M -$6.33K -200 -0%
Goldman Sachs
23
Goldman Sachs
New York
$35M -$10.3M -327,015 -23%
FQ
24
First Quadrant
California
$33.3M -$2.3M -72,851 -7%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$33.1M -$4.55M -143,923 -14%

PPC Hedge Fund Activity: Q4 2014 in Review

252 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pilgrim's Pride (PPC) for Q4 2014, worth a combined $2.96B — up 41% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PPC positions and 19 closed out — a net gain of 46 holders — while 91 added to existing stakes and 81 trimmed.

The largest buyer was AJO LP, adding an estimated $87.9M. The largest seller was Prudential Financial, cutting an estimated $32.9M.

  • 252 institutional investors held Pilgrim's Pride (PPC) as of Q4 2014, up from 209 in Q3 2014.
  • Funds reported $2.96B of Pilgrim's Pride stock for Q4 2014, up 41% quarter-over-quarter.
  • 65 funds opened new Pilgrim's Pride positions in Q4 2014 and 19 closed out, a net change of +46 holders.
  • The largest Pilgrim's Pride buyer in Q4 2014 was AJO LP, an estimated $87.9M added.
  • The largest Pilgrim's Pride seller in Q4 2014 was Prudential Financial, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2014.