证券记录 · 已归档季度
CAG
Conagra Brands, Inc. · Consumer Defensive · Packaged Foods
17被追踪持有人
+1Δ持有人
71.44M持有股份
$1.90B报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 +8.6% ·
净新建仓位 +5.9%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 556.46K | $6.93M | n/a | n/a |
| Q2 2026 | 138 | -4 | 322.66M | $4.34B | +14 | −17 |
| Q1 2026 | 144 | -7 | 328.10M | $5.16B | +5 | −13 |
| Q4 2025 | 150 | 0 | 351.27M | $6.08B | +1 | n/a |
| Q3 2025 | 22 | 0 | 215.70M | $3.95B | n/a | −1 |
| Q2 2025 | 20 | 0 | 185.76M | $3.80B | +1 | −1 |
| Q1 2025 | 17 | +1 | 71.44M | $1.90B | +1 | n/a |
| Q4 2024 | 16 | -2 | 65.79M | $1.82B | +1 | −3 |
| Q3 2024 | 17 | +1 | 52.29M | $1.70B | +1 | n/a |
| Q2 2024 | 16 | n/a | 50.00M | $1.42B | n/a | n/a |
持有人 · Q1 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 25.61M | +4.0% | $683.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 12.68M | +7.9% | $337.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | T. Rowe Price ✦ | 12.09M | -8.7% | $322.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (被动) | 6.15M | +1.0% | $163.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 5.82M | +170.8% | $155.20M | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 2.77M | -41.6% | $73.82M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 1.48M | 新增 | $39.41M | 0.1% | New | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 1.37M | +85.6% | $36.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 9 | Millennium Management ✦ | 1.12M | +240.3% | $29.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 872.50K | +138.1% | $23.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 565.75K | +20.1% | $15.09M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 435.64K | -2.3% | $11.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 217.79K | +862.0% | $5.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Wellington Management ✦ | 196.59K | +173.1% | $5.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 15 | GAMCO Investors ✦ | 48.55K | 0.0% | $1.29M | 0.0% | Held | 4 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 24.02K | -14.3% | $640,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 12.37K | -98.2% | $329,855 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $39.41M | 0.1% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 774 持有人, 405.46M 股份, $6.08B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
Aug 07
SC 13G: STATE STREET CORP
Jul 31
SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 31
SC 13G/A: VANGUARD CAPITAL MANAGEMENT LLC
Jul 08
SC 13G/A: BlackRock, Inc.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2025 ·
方法论 ·
通过API获取此数据