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Pilgrim's Pride

204 hedge funds and large institutions have $885M invested in Pilgrim's Pride in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

778% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $5.66M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

4% more capital invested

Capital invested by funds: $850M → $885M (+$35.4M)

0.35% less ownership

Funds ownership: 16.72%16.37% (-0.35%)

4% less funds holding

Funds holding: 213204 (-9)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

38% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 91

Holders
204
Holders Change
-9
Holders Change %
-4.23%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
56
Reduced
91
Closed
31
Calls
$49.7M
Puts
$5.66M
Net Calls
+$44.1M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$94.6M -$5.29M -217,278 -5%
BlackRock
2
BlackRock
New York
$85.2M -$7.84M -322,310 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.6M +$9.4M +386,297 +12%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$43.6M +$43.6M +1,791,953 +1,511%
Millennium Management
5
Millennium Management
New York
$41.4M +$17.6M +724,043 +67%
AWAM
6
Appian Way Asset Management
New York
$33.7M -$16M -655,672 -31%
State Street
7
State Street
Massachusetts
$27.7M -$1.96M -80,614 -6%
Goldman Sachs
8
Goldman Sachs
New York
$27.5M -$1.18M -48,553 -4%
First Trust Advisors
9
First Trust Advisors
Illinois
$27.5M +$66.8K +2,747 +0.2%
WMSA
10
Weiss Multi-Strategy Advisers
New York
$24.4M +$15.9M +653,052 +158%
VanEck Associates
11
VanEck Associates
New York
$22.2M +$20.2M +830,555 +593%
Morgan Stanley
12
Morgan Stanley
New York
$22.1M +$556K +22,834 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.6M -$695K -28,581 -3%
AF
14
Atlas FRM
Connecticut
$17.8M -$4.26M -175,000 -18%
Charles Schwab
15
Charles Schwab
California
$16.6M -$599K -24,601 -3%
EIP
16
Easterly Investment Partners
Massachusetts
$16.2M +$3.4M +139,873 +24%
CCM
17
Candlestick Capital Management
Connecticut
$13.7M -$30.4M -1,250,000 -68%
Invesco
18
Invesco
Georgia
$13.5M +$79.8K +3,281 +0.6%
AQR Capital Management
19
AQR Capital Management
Connecticut
$11.8M -$14.8M -606,711 -54%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$11.3M -$701K -28,819 -6%
Renaissance Technologies
21
Renaissance Technologies
New York
$9.47M +$2.55M +105,013 +34%
Norges Bank
22
Norges Bank
Norway
$9.32M -$876K -36,000 -8%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$8.99M +$7.03M +288,833 +276%
Cohen & Steers
24
Cohen & Steers
New York
$7.15M -$696K -28,628 -8%
RIM
25
Redwood Investment Management
Arizona
$6.96M -$53.2K -2,187 -0.7%

PPC Hedge Fund Activity: Q3 2023 in Review

204 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pilgrim's Pride (PPC) for Q3 2023, worth a combined $885M — up 4.2% from $850M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PPC and 23 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 56 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $43.6M. The largest seller was Candlestick Capital Management, cutting an estimated $30.4M.

  • 204 institutional investors held Pilgrim's Pride (PPC) as of Q3 2023, down from 213 in Q2 2023.
  • Funds reported $885M of Pilgrim's Pride stock for Q3 2023, up 4.2% quarter-over-quarter.
  • 23 funds opened new Pilgrim's Pride positions in Q3 2023 and 31 closed out, a net change of -8 holders.
  • The largest Pilgrim's Pride buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $43.6M added.
  • The largest Pilgrim's Pride seller in Q3 2023 was Candlestick Capital Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q3 2023.