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Tyson Foods

733 hedge funds and large institutions have $14.1B invested in Tyson Foods in 2020 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 291 increasing their positions, 262 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 262

2.1% less ownership

Funds ownership: 85.07%82.97% (-2.1%)

6% less funds holding

Funds holding: 776733 (-43)

21% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 146

23% less call options, than puts

Call options by funds: $248M | Put options by funds: $320M

38% less capital invested

Capital invested by funds: $22.9B → $14.1B (-$8.71B)

74% less funds holding in top 10

Funds holding in top 10: 195 (-14)

Holders
733
Holders Change
-43
Holders Change %
-5.54%
% of All Funds
16.15%
Holding in Top 10
5
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-73.68%
% of All Funds
0.11%
New
115
Increased
291
Reduced
262
Closed
146
Calls
$248M
Puts
$320M
Net Calls
-$72.4M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$41.9M +$4.01M +53,696 +8%
Victory Capital Management
52
Victory Capital Management
Texas
$39.2M -$49.9M -667,477 -50%
Primecap Management
53
Primecap Management
California
$38.8M +$187K +2,500 +0.4%
BGCP
54
Bristol Gate Capital Partners
Ontario, Canada
$37.3M +$12M +160,646 +33%
WCM
55
Wedge Capital Management
North Carolina
$36.7M +$47.4M +634,285 New
Millennium Management
56
Millennium Management
New York
$36.3M -$89.6M -1,199,747 -66%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$34.7M +$2.36M +31,592 +6%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$34.6M -$598K -8,000 -1%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$34M -$67M -897,184 -60%
CCM
60
Candlestick Capital Management
Connecticut
$33.9M +$14.7M +197,115 +51%
SEI Investments
61
SEI Investments
Pennsylvania
$33.2M -$4.38M -58,607 -9%
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$33M +$36.8M +492,055 +631%
Canada Life
63
Canada Life
Manitoba, Canada
$32.8M -$579K -7,756 -1%
MAM
64
Martingale Asset Management
Massachusetts
$30.1M -$2.03M -27,229 -5%
Nomura Holdings
65
Nomura Holdings
Japan
$30M +$30.7M +410,693 +383%
JP Morgan Chase
66
JP Morgan Chase
New York
$28.7M +$1.81M +24,241 +5%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$28.3M -$2.88M -38,500 -7%
CIP
68
Cornerstone Investment Partners
Georgia
$25.7M +$33.2M +444,299 New
First Trust Advisors
69
First Trust Advisors
Illinois
$25.6M -$16.7M -222,962 -33%
National Pension Service
70
National Pension Service
South Korea
$25M +$408K +5,456 +1%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$24.8M -$4.12M -55,136 -11%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$24.2M +$1.48M +19,783 +5%
PWAG
73
Polaris Wealth Advisory Group
California
$23.3M +$30M +402,233 New
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M -$2.23M -29,859 -7%
RCM
75
RNC Capital Management
California
$22.5M +$25.3M +338,813 +684%

TSN Hedge Fund Activity: Q1 2020 in Review

733 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Tyson Foods (TSN) for Q1 2020, worth a combined $14.1B — down 38% from $22.9B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of TSN and 115 opened new positions — a net loss of 31 holders — while 262 trimmed existing stakes and 291 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $347M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $143M sold.

  • 733 institutional investors held Tyson Foods (TSN) as of Q1 2020, down from 776 in Q4 2019.
  • Funds reported $14.1B of Tyson Foods stock for Q1 2020, down 38% quarter-over-quarter.
  • 115 funds opened new Tyson Foods positions in Q1 2020 and 146 closed out, a net change of -31 holders.
  • The largest Tyson Foods buyer in Q1 2020 was T. Rowe Price Associates, an estimated $347M added.
  • The largest Tyson Foods seller in Q1 2020 was Suvretta Capital Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.