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Tyson Foods

709 hedge funds and large institutions have $21.3B invested in Tyson Foods in 2017 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 236 increasing their positions, 263 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 46

14% more capital invested

Capital invested by funds: $18.6B → $21.3B (+$2.7B)

11% more funds holding

Funds holding: 639709 (+70)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3.01% less ownership

Funds ownership: 91.6%88.59% (-3%)

10% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 263

41% less call options, than puts

Call options by funds: $171M | Put options by funds: $288M

Holders
709
Holders Change
+70
Holders Change %
+10.95%
% of All Funds
16.08%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
123
Increased
236
Reduced
263
Closed
46
Calls
$171M
Puts
$288M
Net Calls
-$117M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.37B +$250M +3,266,040 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.07B +$89M +1,163,237 +5%
BlackRock
3
BlackRock
New York
$1.84B +$166M +2,168,652 +11%
State Street
4
State Street
Massachusetts
$1.1B +$27.6M +360,149 +3%
Ameriprise
5
Ameriprise
Minnesota
$727M +$11.3M +147,913 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$517M +$17.8M +232,637 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$461M -$2.47M -32,338 -0.6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$448M +$186M +2,435,964 +79%
IAM
9
Iridian Asset Management
Connecticut
$443M +$48.1M +629,241 +13%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$440M +$605K +7,913 +0.1%
Northern Trust
11
Northern Trust
Illinois
$423M -$37.3M -487,783 -9%
Wells Fargo
12
Wells Fargo
California
$333M +$156M +2,035,714 +98%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$321M -$5.63M -73,536 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$303M +$4.61M +60,302 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$290M +$6.67M +87,129 +2%
Goldman Sachs
16
Goldman Sachs
New York
$289M +$76.6M +1,000,578 +39%
Prudential Financial
17
Prudential Financial
New Jersey
$252M -$261K -3,415 -0.1%
Invesco
18
Invesco
Georgia
$228M +$32.3M +421,525 +18%
NI
19
Numeric Investors
Massachusetts
$227M -$12.3M -160,400 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$216M -$77.5M -1,013,462 -28%
Norges Bank
21
Norges Bank
Norway
$189M -$1.9M -24,780 -1%
Allianz Asset Management
22
Allianz Asset Management
Germany
$179M -$26.3M -343,220 -13%
JP Morgan Chase
23
JP Morgan Chase
New York
$151M -$21.8M -285,016 -13%
VanEck Associates
24
VanEck Associates
New York
$145M -$2.09M -27,376 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$139M +$16.3M +212,445 +14%

TSN Hedge Fund Activity: Q4 2017 in Review

709 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Tyson Foods (TSN) for Q4 2017, worth a combined $21.3B — up 14% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new TSN positions and 46 closed out — a net gain of 77 holders — while 236 added to existing stakes and 263 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $250M. The largest seller was Levin Capital Strategies, exiting entirely with an estimated $206M sold.

  • 709 institutional investors held Tyson Foods (TSN) as of Q4 2017, up from 639 in Q3 2017.
  • Funds reported $21.3B of Tyson Foods stock for Q4 2017, up 14% quarter-over-quarter.
  • 123 funds opened new Tyson Foods positions in Q4 2017 and 46 closed out, a net change of +77 holders.
  • The largest Tyson Foods buyer in Q4 2017 was T. Rowe Price Associates, an estimated $250M added.
  • The largest Tyson Foods seller in Q4 2017 was Levin Capital Strategies, an estimated $206M sold.

Based on aggregated 13F filings for Q4 2017.