CAG
Conagra Brands, Inc. · Consumer Defensive · Packaged Foods
Données momentum (gérants comparables) :
étendue des détenteurs -4.6% ·
flux d'actions +4.3% ·
nouvelles positions nettes -5.6%
· formule
Accumulation concentrée : hausse des positions chez un nombre réduit de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 555.02K | $6.91M | n/a | −1 |
| Q2 2026 | 136 | -4 | 321.89M | $4.33B | +14 | −19 |
| 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 |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passif) | 25.02M | +1.4% | $393.39M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Invesco Ltd. | 20.84M | +17.9% | $327.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 3 | Dimensional Fund Advisors Lp | 19.32M | +9.7% | $303.77M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Two Sigma Investments ✦ | 18.70M | +201.4% | $293.94M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 14.10M | -7.4% | $221.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 6 | Geode Capital Management ✦ (passif) | 12.81M | -1.0% | $200.98M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 11.08M | +920.6% | $174.22M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 7.68M | -29.2% | $120.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 9 | Arrowstreet Capital ✦ | 7.32M | -29.6% | $115.12M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 7.32M | +17.6% | $113.91M | 0.1% | ▲ Add | 8 | SEC ↗ ×8 |
| 11 | Goldman Sachs Group ✦ | 6.76M | -17.0% | $106.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Charles Schwab Investment… | 5.43M | +3.4% | $85.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Hotchkis & Wiley Capital Management… | 4.80M | -31.1% | $75.52M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 4.56M | +663.8% | $71.68M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 15 | First Trust Advisors Lp | 4.52M | -10.1% | $71.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 3.92M | -5.5% | $61.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 17 | Deutsche Bank Ag\ | 3.51M | +24.0% | $55.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 18 | T. Rowe Price ✦ | 3.46M | -16.1% | $54.38M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 2.80M | -2.5% | $44.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 20 | Fidelity (FMR) ✦ | 2.42M | -21.3% | $38.04M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 21 | Bank Of America Corp /De/ | 2.28M | -9.7% | $35.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 22 | Franklin Resources Inc | 2.23M | +3449.7% | $35.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 23 | JPMorgan Chase ✦ | 1.83M | +43.1% | $28.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 24 | Bnp Paribas Financial Markets | 1.76M | +83.6% | $27.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 1.68M | +3.1% | $26.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 26 | Royal Bank Of Canada | 1.62M | +184.8% | $25.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 27 | Amundi | 1.45M | -14.7% | $22.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Prudential Financial Inc | 1.42M | -74.2% | $22.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Wells Fargo & Company/Mn | 1.30M | -7.4% | $20.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Bank Of Montreal /Can/ | 1.18M | -4.1% | $18.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 31 | Barclays Plc | 1.09M | -33.3% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Hsbc Holdings Plc | 1.04M | -34.1% | $16.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 33 | Legal & General Group Plc | 1.01M | -0.3% | $15.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Rhumbline Advisers | 1.01M | +3.4% | $15.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 1.01M | Nouveau | $15.80M | 0.0% | New | 1 | SEC ↗ |
| 36 | California Public Employees… | 1.00M | -18.6% | $15.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 991.11K | -45.9% | $15.58M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 38 | Robeco Institutional Asset… | 934.94K | +23.4% | $14.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Caisse De Depot Et Placement Du… | 854.22K | Nouveau | $13.43M | 0.0% | New | 1 | SEC ↗ |
| 40 | Citigroup Inc | 833.97K | +49.1% | $13.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Raymond James Financial Inc | 760.18K | +21.6% | $11.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 42 | Victory Capital Management Inc | 736.36K | -27.4% | $11.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 562.22K | -17.3% | $9.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mitsubishi UFJ Asset Management… | 569.36K | 0.0% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | California State Teachers… | 557.28K | +23.6% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 551.41K | +0.8% | $8.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Principal Financial Group Inc | 533.15K | +0.9% | $8.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | American Century Companies Inc | 531.37K | -89.7% | $8.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 501.79K | +15.5% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Manufacturers Life Insurance… | 497.00K | -1.0% | $7.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | LPL Financial LLC | 476.23K | +17.6% | $7.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Stifel Financial Corp | 446.69K | +11.0% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Adage Capital Partners ✦ | 426.85K | +32.2% | $6.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 54 | State Board Of Administration Of… | 424.62K | 0.0% | $6.68M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Ensign Peak Advisors, Inc | 418.34K | -7.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Sei Investments Co | 399.72K | -14.0% | $6.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Credit Agricole S A | 349.86K | +564.2% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Jones Financial Companies Lllp | 266.80K | +41.7% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Pnc Financial Services Group, Inc. | 264.20K | +0.4% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 60 | Tudor Investment Corp Et Al | 243.74K | +579.4% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Chevy Chase Trust Holdings, LLC | 236.87K | -2.8% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | State Of Wisconsin Investment Board | 236.50K | -29.9% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Janus Henderson Group Plc | 219.65K | +3.7% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | New York State Common Retirement… | 215.89K | 0.0% | $3.39M | 0.0% | Held | 2 | SEC ↗ |
| 65 | Commonwealth Equity Services, Llc | 181.87K | +5.3% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 176.76K | +37.1% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Fifth Third Bancorp | 172.00K | +315.4% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 168.79K | +37.6% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Mackenzie Financial Corp | 163.28K | +48.8% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | IMC-Chicago, LLC | 154.24K | +197.1% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Blair William & Co/Il | 144.50K | -0.2% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Captrust Financial Advisors | 144.34K | +21.4% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Peak6 Llc | 136.85K | Nouveau | $2.15M | 0.1% | New | 1 | SEC ↗ |
| 74 | D. E. Shaw & Co. ✦ | 136.10K | -38.1% | $2.14M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 75 | Us Bancorp \De\ | 134.00K | -17.8% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 76 | Bank Of Nova Scotia | 130.20K | +102.0% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 117.98K | -55.4% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 78 | HighTower Advisors, LLC | 111.55K | +23.6% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Schroder Investment Management Group | 110.14K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Truist Financial Corp | 109.55K | -1.0% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 81 | CIBC Asset Management Inc | 106.37K | +0.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Voya Investment Management Llc | 103.74K | -0.7% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 83 | BNP Paribas Asset Management… | 94.63K | +4.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Toronto Dominion Bank | 89.63K | +4.7% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | ProShare Advisors LLC | 87.79K | -16.7% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Td Asset Management Inc | 83.63K | +0.8% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Northwestern Mutual Wealth… | 79.56K | +3.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Neuberger Berman Group LLC | 61.74K | -48.0% | $970,629 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | GAMCO Investors ✦ | 40.25K | +23.9% | $632,730 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 90 | Daiwa Securities Group Inc. | 38.99K | +6.1% | $612,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Balyasny Asset Management L.P. | 33.32K | -74.9% | $523,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Canada Pension Plan Investment Board | 30.60K | +66.3% | $481,032 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Bridgewater Associates ✦ | 27.41K | -6.2% | $430,807 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 94 | Mml Investors Services, Llc | 26.50K | -49.0% | $416,521 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Sumitomo Mitsui Trust Group, Inc. | 25.09K | +1.5% | $394,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Nomura Asset Management Co Ltd | 24.57K | +11.3% | $386,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Asset Management One Co., Ltd. | 24.16K | -4.7% | $379,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Grantham, Mayo, Van Otterloo & Co.… | 22.21K | -20.6% | $349,110 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Group One Trading Llc | 21.56K | -85.2% | $338,955 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Swedbank AB | 20.40K | -72.2% | $320,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Hrt Financial Lp | $15.80M | 0.0% |
| Caisse De Depot Et Placement… | $13.43M | 0.0% |
| Peak6 Llc | $2.15M | 0.1% |
Sorti(e)
| Norges Bank | $145.66M | était 0.0% |
| Marshall Wace | $71.10M | était 0.1% |
| Renaissance Technologies | $12.20M | était 0.0% |
| Mariner, LLC | $3.88M | était 0.0% |
| Simplex Trading, Llc | $3.72M | était 0.1% |
| FIL Ltd | $1.86M | était 0.0% |
| Walleye Trading LLC | $1.15M | était 0.0% |
| Nomura Asset Management… | $301,000 | était 0.0% |
| Nomura Holdings Inc | $190,445 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 774 détenteurs, 405.46M actions, $6.08B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs : nombre de co-détentions, sans relation fondamentale sous-jacente.