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Tyson Foods

442 hedge funds and large institutions have $8.95B invested in Tyson Foods in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 145 increasing their positions, 194 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

19% more capital invested

Capital invested by funds: $7.5B → $8.95B (+$1.44B)

3.44% more ownership

Funds ownership: 94.14%97.58% (+3.4%)

3% more funds holding

Funds holding: 429442 (+13)

25% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 194

71% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $158M

Holders
442
Holders Change
+13
Holders Change %
+3.03%
% of All Funds
12.83%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.38%
New
53
Increased
145
Reduced
194
Closed
38
Calls
$45.4M
Puts
$158M
Net Calls
-$113M
Net Calls Change
-$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$642M +$9.46M +310,501 +2%
Ameriprise
2
Ameriprise
Minnesota
$429M +$71M +2,330,345 +22%
Boston Partners
3
Boston Partners
Massachusetts
$413M +$133M +4,376,578 +55%
State Street
4
State Street
Massachusetts
$412M +$9.94M +326,119 +3%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$356M +$10.4M +340,044 +3%
LSV Asset Management
6
LSV Asset Management
Illinois
$269M +$1.38M +45,411 +0.6%
Invesco
7
Invesco
Georgia
$264M -$10.5M -345,841 -4%
BIT
8
BlackRock Institutional Trust
California
$262M -$41.2M -1,352,350 -15%
Goldman Sachs
9
Goldman Sachs
New York
$195M +$41M +1,345,742 +30%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$185M +$63M +2,065,781 +60%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$176M +$3.16M +103,581 +2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$170M +$16.3M +534,148 +12%
VanEck Associates
13
VanEck Associates
New York
$132M -$10.1M -329,825 -8%
JP Morgan Chase
14
JP Morgan Chase
New York
$127M +$39M +1,279,431 +51%
JHIU
15
Janus Henderson Investors US
Colorado
$123M +$21.3M +698,634 +23%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$121M -$2.12M -69,573 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$121M +$69.3M +2,273,400 +170%
Northern Trust
18
Northern Trust
Illinois
$120M +$205K +6,735 +0.2%
SM
19
Seminole Management
New York
$113M +$61.6M +2,020,194 +149%
BFA
20
BlackRock Fund Advisors
California
$111M -$1.35M -44,147 -1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$109M -$445K -14,607 -0.4%
SI
22
Scout Investments
Missouri
$105M +$77.2M +2,531,604 +411%
RFC
23
Russell Frank Company
Washington
$104M -$13.5M -441,479 -14%
Allianz Asset Management
24
Allianz Asset Management
Germany
$102M +$16M +524,632 +21%
NI
25
Numeric Investors
Massachusetts
$99.9M -$6.23M -204,500 -6%

TSN Hedge Fund Activity: Q4 2013 in Review

442 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Tyson Foods (TSN) for Q4 2013, worth a combined $8.95B — up 19% from $7.5B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TSN positions and 38 closed out — a net gain of 15 holders — while 145 added to existing stakes and 194 trimmed.

The largest buyer was Boston Partners, adding an estimated $133M. The largest seller was AJO LP, cutting an estimated $183M.

  • 442 institutional investors held Tyson Foods (TSN) as of Q4 2013, up from 429 in Q3 2013.
  • Funds reported $8.95B of Tyson Foods stock for Q4 2013, up 19% quarter-over-quarter.
  • 53 funds opened new Tyson Foods positions in Q4 2013 and 38 closed out, a net change of +15 holders.
  • The largest Tyson Foods buyer in Q4 2013 was Boston Partners, an estimated $133M added.
  • The largest Tyson Foods seller in Q4 2013 was AJO LP, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2013.