CPB
Campbell Soup Company · Consumer Defensive · Packaged Foods
Input momentum (manajer yang sebanding):
keluasan pemegang +6.7% ·
aliran saham -4.1% ·
posisi baru bersih +6.2%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -10 | 135.82M | $3.03B | +7 | −16 |
| Q1 2026 | 133 | -7 | 145.43M | $3.24B | +4 | −12 |
| Q4 2025 | 139 | -3 | 146.96M | $4.10B | +1 | −3 |
| Q3 2025 | 23 | +1 | 96.67M | $3.05B | +2 | −2 |
| Q2 2025 | 20 | +1 | 79.90M | $2.45B | +2 | −1 |
| Q1 2025 | 16 | +1 | 23.11M | $921.97M | +2 | −1 |
| Q4 2024 | 15 | -4 | 24.10M | $1.01B | — | −4 |
| Q3 2024 | 18 | +3 | 14.88M | $726.96M | +3 | — |
| Q2 2024 | 15 | — | 18.85M | $851.11M | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasif) | 11.81M | +21.2% | $471.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasif) | 5.45M | +2.5% | $217.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasif) | 5.45M | +2.5% | $217.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 1.86M | -10.2% | $74.34M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (pasif) | 1.43M | +17.7% | $57.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | GAMCO Investors ✦ | 877.63K | +4.5% | $35.04M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 375.46K | -81.2% | $14.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 307.35K | Baru | $12.27M | 0.0% | New | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 280.32K | -0.5% | $11.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 280.32K | -0.5% | $11.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 179.55K | Baru | $7.17M | 0.0% | New | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 99.27K | +531.1% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 90.08K | -94.0% | $3.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Millennium Management ✦ | 73.07K | -78.8% | $2.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wellington Management ✦ | 48.60K | +26.2% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Wellington Management ✦ | 48.60K | +26.2% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Wellington Management ✦ | 48.60K | +26.2% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 23.21K | -72.5% | $926,464 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 14.35K | -58.9% | $572,892 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Point72 Asset Management | $12.27M | 0.0% |
| Adage Capital Partners | $7.17M | 0.0% |
Telah keluar
| D. E. Shaw & Co. | $16.24M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 577 pemegang, 182.87M saham, $3.88B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.