CAMPBELL SOUP CO CPB
COM · Common Stock · CUSIP 134429109 · ISIN US1344291091
American food manufacturer
- SectorConsumer staples
- IndustryFood and Kindred Products
- HeadquartersCamden, NJ
- Founded1869
- Websitecampbells.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.5m this quarter). Holder counts are more reliable. Shares outstanding: 298.1m as of 2023-06-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $45.86. Options: 20 managers hold calls ($67.2m notional), 23 hold puts ($97.7m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 590 |
| Q4 2022 | 628 |
| Q1 2023 | 635 |
| Q2 2023 | 597 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 321 | 229 |
| Q1 2023 | 283 | 260 |
| Q2 2023 | 249 | 327 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $112.3m | $121.2m | 1.08 |
| Q4 2022 | $129.7m | $135.4m | 1.04 |
| Q1 2023 | $73.0m | $67.0m | 0.92 |
| Q2 2023 | $67.2m | $97.7m | 1.45 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +1.5m |
| BRANDYWINE TRUST CO | Added | +991.3k |
| MARSHALL WACE, LLP | Added | +953.2k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +797.7k |
| ARMISTICE CAPITAL, LLC | New | +780.0k |
| BlackRock Inc. | Added | +624.0k |
| FIRST TRUST ADVISORS LP | Added | +486.1k |
| JANE STREET GROUP, LLC | Added | +398.9k |
| MORGAN STANLEY | Added | +371.9k |
| Man Group plc | New | +368.4k |
Biggest sellers
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -2.2m |
| LORD, ABBETT & CO. LLC | Sold out | -1.3m |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -776.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -668.0k |
| Man Group plc | Sold out | -456.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -403.0k |
| Lombard Odier Asset Management (Europe) Ltd | Reduced | -354.5k |
| Robeco Institutional Asset Management B.V. | Reduced | -344.9k |
| Amundi | Reduced | -324.2k |
| TWO SIGMA ADVISERS, LP | Reduced | -284.0k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $19.6m428.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.8m301.9k shares |
| JANE STREET GROUP, LLC | Added | $7.2m158.3k shares |
| WOLVERINE TRADING, LLC | Added | $3.5m77.6k shares |
| GROUP ONE TRADING LLC | Reduced | $3.1m67.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.9m62.5k shares |
| SIMPLEX TRADING, LLC | Added | $2.4m52.9k shares |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | Unchanged | $2.3m50.0k shares |
| Walleye Capital LLC | Added | $2.1m46.6k shares |
| IMC-Chicago, LLC | Added | $2.1m45.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $32.1m701.3k shares |
| CITADEL ADVISORS LLC | Added | $23.0m503.5k shares |
| SIMPLEX TRADING, LLC | Added | $9.8m214.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $8.1m178.2k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $3.2m70.0k shares |
| UBS Group AG | New | $3.2m70.0k shares |
| Squarepoint Ops LLC | New | $3.0m65.3k shares |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | Unchanged | $2.3m50.0k shares |
| JANE STREET GROUP, LLC | Added | $1.9m40.7k shares |
| IMC-Chicago, LLC | Added | $1.7m37.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Amendment & Restatement of Agreement of Trust of Mary Alice 13G · passive investor +5.8 pts · filed 2026-05-21 | 10.2% |
| BlackRock, Inc. 13G · institution +3.8 pts · filed 2026-07-27 | 9.1% |
| CONTANGO LIMITED, LP 13G · passive investor new · filed 2026-01-20 | 6.2% |
| CONSUL FL LLC 13G · passive investor new · filed 2026-01-20 | 5.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 2 | $1.1m | — |
| Q3 2022 | 0 | — | 1 | $3.4m | — |
| Q4 2022 | 0 | — | 2 | $4.9m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 23.9m $1.1bn | Reduced -208.9k |
| BlackRock Inc. 0.02% of their portfolio | 18.3m $835.6m | Added +624.0k |
| STATE STREET CORP 0.03% of their portfolio | 10.8m $495.0m | Added +187.0k |
| Beutel, Goodman & Co Ltd. 1.35% of their portfolio | 5.3m $241.1m | Added +120.0k |
| BRANDYWINE TRUST CO 49.02% of their portfolio | 4.9m $222.7m | Added +991.3k |
| Invesco Ltd. 0.06% of their portfolio | 4.7m $215.6m | Added +304.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.5m $204.7m | Added +113.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.29% of their portfolio | 4.3m $198.0m | Added +797.7k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.17% of their portfolio | 3.8m $175.5m | Unchanged |
| MORGAN STANLEY 0.02% of their portfolio | 3.8m $174.9m | Added +371.9k |
| FIRST TRUST ADVISORS LP 0.15% of their portfolio | 2.8m $127.9m | Added +486.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.7m $124.3m | Added +16.4k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.2m $99.0m | Added +27.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.0m $111.2m | Unchanged |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 2.0m $90.3m | Added +1.5m |
| NORGES BANK 0.02% of their portfolio | 2.0m $89.8m | Added +67.9k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.8m $82.7m | Reduced -28.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.34% of their portfolio | 1.8m $82.4m | Reduced -81.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.6m $74.3m | Reduced -7.6k |
| Legal & General Group Plc 0.02% of their portfolio | 1.6m $73.8m | Added +20.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.3m $60.3m | Added +60.7k |
| Amundi 0.03% of their portfolio | 1.3m $61.2m | Reduced -324.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.3m $58.4m | Added +65.4k |
| California Public Employees Retirement System 0.05% of their portfolio | 1.2m $56.7m | Reduced -54.3k |
| Allspring Global Investments Holdings, LLC 0.08% of their portfolio | 1.1m $48.3m | Reduced -121.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.06% of their portfolio | 1.0m $46.8m | Added +116.2k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 988.5k $45.2m | Added +953.2k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 903.3k $41.3m | Added +343.6k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 895.7k $40.9m | Added +93.3k |
| BROWN ADVISORY INC 0.06% of their portfolio | 879.5k $40.2m | Added +19.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 869.6k $39.7m | Reduced -668.0k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 833.3k $38.1m | Added +31.8k |
| TD Asset Management Inc 0.04% of their portfolio | 812.3k $37.1m | Added +40.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 788.6k $41.0m | Added +87.3k |
| ARMISTICE CAPITAL, LLC 0.90% of their portfolio | 780.0k $35.7m | New |
| Swiss National Bank 0.02% of their portfolio | 702.9k $32.1m | Reduced -127.7k |
| CITIGROUP INC 0.04% of their portfolio | 684.8k $31.3m | Added +147.7k |
| APG Asset Management N.V. 0.06% of their portfolio | 659.8k $27.6m | Added +82.6k |
| TOBAM 2.19% of their portfolio | 636.6k $29.1m | Reduced -103.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 631.4k $28.9m | Reduced -51.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 598.5k $27.4m | Added +20.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 592.2k $27.1m | Added +8.7k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 547.0k $25.0m | Added +6.7k |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 536.8k $24.5m | Reduced -344.9k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 519.9k $23.8m | Added +213.4k |
| UBS Group AG 0.01% of their portfolio | 514.1k $23.5m | Reduced -134.7k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 476.4k $21.8m | Added +398.9k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 468.3k $21.4m | Reduced -265.9k |
| Aberdeen Group plc 0.05% of their portfolio | 456.6k $20.9m | Added +23.4k |
| KBC Group NV 0.08% of their portfolio | 444.5k $20.3m | Added +69.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.09% of their portfolio | 437.1k $20.0m | Reduced -16.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 399.2k $18.2m | Added +15.0k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 397.5k $18.2m | Reduced -284.0k |
| Bridgewater Associates, LP 0.11% of their portfolio | 384.3k $17.6m | Reduced -20.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% of their portfolio | 377.8k $17.3m | Added +80.5k |
| Man Group plc 0.05% of their portfolio | 368.4k $16.8m | New |
| Caisse de depot et placement du Quebec 0.04% of their portfolio | 355.3k $16.2m | Added +8.2k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 354.7k $16.2m | Added +148.9k |
| BARCLAYS PLC 0.01% of their portfolio | 354.3k $16.2m | Added +141.1k |
| Lighthouse Investment Partners, LLC 1.15% of their portfolio | 331.5k $15.2m | Added +59.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 316.4k $14.5m | Reduced -29.4k |
| GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio | 310.6k $14.2m | Reduced -58.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 305.4k $14.0m | Reduced -86.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 302.6k $13.8m | Added +120.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 295.8k $13.5m | Added +23.4k |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 279.2k $12.7m | Added +233.0k |
| Railway Pension Investments Ltd 0.13% of their portfolio | 277.9k $12.7m | Unchanged |
| Swedbank AB 0.02% of their portfolio | 276.1k $12.6m | Reduced -74.5k |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 274.0k $12.5m | Reduced -20.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 272.2k $12.4m | Reduced -2.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 271.3k $12.4m | Reduced -2.3k |
| CapWealth Advisors, LLC 1.50% of their portfolio | 269.4k $12.3m | Added +2.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 265.4k $12.1m | Added +32.4k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 261.8k $12.0m | Added +139.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 259.3k $11.9m | Reduced -5.6k |
| MARTINGALE ASSET MANAGEMENT L P 0.23% of their portfolio | 252.2k $11.5m | Reduced -4.8k |
| AVIVA PLC 0.05% of their portfolio | 251.0k $11.5m | Reduced -265.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 247.6k $11.3m | Added +4.5k |
| Alberta Investment Management Corp 0.11% of their portfolio | 245.7k $11.2m | Added +11.6k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 244.2k $11.2m | Added +22.6k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 237.2k $10.9m | Added +45.4k |
| Andra AP-fonden 0.27% of their portfolio | 236.6k $10.8m | Reduced -72.1k |
| Skandinaviska Enskilda Banken AB (publ) 0.07% of their portfolio | 231.8k $10.6m | Reduced -35.7k |
| State of Tennessee, Department of Treasury 0.04% of their portfolio | 225.2k $10.3m | Added +79.4k |
| Cerity Partners LLC 0.04% of their portfolio | 224.9k $10.3m | Added +57.0k |
| PROSPECTOR PARTNERS LLC 1.42% of their portfolio | 222.3k $10.2m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 220.8k $10.1m | Reduced -107.9k |
| Employees Provident Fund Board 0.24% of their portfolio | 218.2k $10.0m | Added +63.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 217.2k $9.9m | Reduced -7.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 213.3k $9.8m | Added +43.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 209.9k $9.6m | Reduced -2.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 200.8k $9.2m | Added +182.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 199.9k $9.1m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 198.9k $9.1m | Added +15.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 194.3k $8.9m | Reduced -14.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 193.5k $8.8m | Reduced -5.9k |
| GABELLI FUNDS LLC 0.07% of their portfolio | 190.5k $8.7m | Added +35.0k |
| BESSEMER GROUP INC 0.02% of their portfolio | 189.6k $8.7m | Added +454 |
| West Coast Financial LLC 1.19% of their portfolio | 183.6k $8.4m | Reduced -1.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.04% of their portfolio | 174.8k $8.0m | Added +46.0k |