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 ($12.9m this quarter). Holder counts are more reliable. Shares outstanding: 297.9m as of 2023-09-13, 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 ≈ $41.13. Options: 20 managers hold calls ($72.0m notional), 21 hold puts ($81.4m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 590 |
| Q4 2022 | 628 |
| Q1 2023 | 635 |
| Q2 2023 | 597 |
| Q3 2023 | 593 |
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 |
| Q3 2023 | 265 | 296 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $129.7m | $135.4m | 1.04 |
| Q1 2023 | $73.0m | $67.0m | 0.92 |
| Q2 2023 | $67.2m | $97.7m | 1.45 |
| Q3 2023 | $72.0m | $81.4m | 1.13 |
Biggest buyers
| VAN ECK ASSOCIATES CORP | Added | +3.6m |
| Ensign Peak Advisors, Inc | Added | +1.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.2m |
| Amundi | Added | +966.2k |
| TWO SIGMA ADVISERS, LP | Added | +826.3k |
| DEUTSCHE BANK AG\ | Added | +557.9k |
| KBC Group NV | Added | +433.8k |
| Squarepoint Ops LLC | Added | +404.3k |
| Bank of New York Mellon Corp | Added | +349.5k |
| Invesco Ltd. | Added | +319.0k |
Biggest sellers
| FIRST TRUST ADVISORS LP | Reduced | -2.2m |
| CITADEL ADVISORS LLC | Reduced | -1.6m |
| MARSHALL WACE, LLP | Sold out | -988.5k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -806.2k |
| BRANDYWINE TRUST CO | Reduced | -773.1k |
| HSBC HOLDINGS PLC | Reduced | -633.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -620.2k |
| BlackRock Inc. | Reduced | -520.8k |
| Man Group plc | Sold out | -368.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -365.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $21.1m514.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.5m207.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $8.1m197.8k shares |
| Walleye Trading LLC | Added | $5.9m142.6k shares |
| Walleye Capital LLC | Added | $4.7m113.9k shares |
| JANE STREET GROUP, LLC | Reduced | $3.6m87.4k shares |
| Squarepoint Ops LLC | Added | $3.6m86.8k shares |
| SIMPLEX TRADING, LLC | Added | $3.4m82.6k shares |
| GROUP ONE TRADING LLC | Added | $3.0m73.1k shares |
| BANK OF AMERICA CORP /DE/ | Added | $2.5m60.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $20.1m489.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $18.0m437.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $7.5m181.8k shares |
| Squarepoint Ops LLC | Added | $7.2m174.8k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $5.9m144.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.1m100.6k shares |
| D. E. Shaw & Co., Inc. | Added | $3.8m92.0k shares |
| Walleye Capital LLC | Added | $3.2m78.2k shares |
| BANK OF AMERICA CORP /DE/ | Added | $2.5m60.0k shares |
| Walleye Trading LLC | Added | $1.9m45.4k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 1 | $346.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-14 | Polomski Stanley Senior VP and Controller | Sold | $346.8k8.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 23.5m $967.1m | Reduced -364.0k |
| BlackRock Inc. 0.02% of their portfolio | 17.8m $729.6m | Reduced -520.8k |
| STATE STREET CORP 0.02% of their portfolio | 10.5m $432.1m | Reduced -310.6k |
| Beutel, Goodman & Co Ltd. 1.28% of their portfolio | 5.3m $216.7m | Added +1.6k |
| Invesco Ltd. 0.06% of their portfolio | 5.0m $206.9m | Added +319.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.5m $185.3m | Added +29.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.31% of their portfolio | 4.5m $184.5m | Added +159.7k |
| BRANDYWINE TRUST CO 40.64% of their portfolio | 4.1m $168.4m | Reduced -773.1k |
| MORGAN STANLEY 0.02% of their portfolio | 4.1m $166.8m | Added +233.2k |
| VAN ECK ASSOCIATES CORP 0.33% of their portfolio | 3.7m $152.6m | Added +3.6m |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.14% of their portfolio | 3.5m $143.1m | Reduced -355.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.8m $116.9m | Added +127.6k |
| Amundi 0.04% of their portfolio | 2.3m $90.6m | Added +966.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.2m $89.4m | Added +9.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.2m $88.6m | Added +349.5k |
| Ensign Peak Advisors, Inc 0.18% of their portfolio | 2.0m $82.4m | Added +1.5m |
| NORGES BANK 0.02% of their portfolio | 1.8m $75.3m | Reduced -131.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.7m $68.1m | Reduced -365.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.6m $67.3m | Added +14.6k |
| Legal & General Group Plc 0.02% of their portfolio | 1.6m $64.0m | Reduced -54.9k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.5m $59.7m | Added +557.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $57.0m | Added +67.6k |
| TWO SIGMA INVESTMENTS, LP 0.16% of their portfolio | 1.4m $56.0m | Added +1.2m |
| California Public Employees Retirement System 0.04% of their portfolio | 1.2m $50.7m | Reduced -7.6k |
| TWO SIGMA ADVISERS, LP 0.13% of their portfolio | 1.2m $50.3m | Added +826.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $47.8m | Reduced -114.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.06% of their portfolio | 1.1m $44.9m | Added +67.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.17% of their portfolio | 996.1k $40.9m | Reduced -806.2k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 951.7k $39.1m | Added +118.4k |
| BROWN ADVISORY INC 0.06% of their portfolio | 901.4k $37.0m | Added +21.9k |
| KBC Group NV 0.15% of their portfolio | 878.3k $36.1m | Added +433.8k |
| TD Asset Management Inc 0.04% of their portfolio | 837.9k $34.4m | Added +25.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 810.0k $35.1m | Added +21.4k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 807.1k $33.2m | Reduced -250.2k |
| ARMISTICE CAPITAL, LLC 0.95% of their portfolio | 778.6k $32.0m | Reduced -1.4k |
| CITIGROUP INC 0.04% of their portfolio | 699.0k $28.7m | Added +14.2k |
| APG Asset Management N.V. 0.05% of their portfolio | 653.1k $26.8m | Reduced -6.7k |
| TOBAM 2.11% of their portfolio | 638.5k $26.2m | Added +2.0k |
| Swiss National Bank 0.02% of their portfolio | 621.9k $25.5m | Reduced -81.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 620.9k $25.5m | Reduced -2.2m |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 619.1k $25.4m | Added +20.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 618.6k $25.4m | Reduced -12.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 545.5k $22.4m | Added +240.1k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 539.5k $22.2m | Added +19.6k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 421.9k $17.3m | Added +66.6k |
| BARCLAYS PLC 0.01% of their portfolio | 420.1k $17.3m | Added +65.8k |
| Squarepoint Ops LLC 0.08% of their portfolio | 412.0k $16.9m | Added +404.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% of their portfolio | 404.7k $16.6m | Added +26.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 393.4k $16.2m | Reduced -5.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 366.0k $15.0m | Added +11.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 358.9k $14.7m | Reduced -1.6m |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 350.6k $14.4m | Reduced -117.7k |
| Bridgewater Associates, LP 0.08% of their portfolio | 332.6k $13.7m | Reduced -51.6k |
| Railway Pension Investments Ltd 0.15% of their portfolio | 331.2k $13.6m | Added +53.3k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 329.4k $13.5m | Reduced -207.4k |
| GABELLI FUNDS LLC 0.11% of their portfolio | 322.0k $13.2m | Added +131.5k |
| GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio | 320.4k $13.2m | Added +9.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio | 316.7k $13.0m | Reduced -120.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 312.0k $12.8m | Added +262.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 305.0k $12.5m | Reduced -287.2k |
| Lighthouse Investment Partners, LLC 0.73% of their portfolio | 300.0k $12.3m | Reduced -31.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 299.7k $12.3m | Reduced -16.7k |
| Aberdeen Group plc 0.03% of their portfolio | 298.6k $12.3m | Reduced -158.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 295.5k $12.1m | Reduced -7.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 281.6k $11.6m | Added +16.2k |
| CapWealth Advisors, LLC 1.43% of their portfolio | 271.8k $11.2m | Added +2.4k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 269.9k $11.1m | Reduced -633.4k |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 269.9k $11.1m | Reduced -4.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 267.4k $11.0m | Reduced -4.8k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 263.1k $10.8m | Added +1.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 256.1k $10.5m | Reduced -15.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 255.9k $10.5m | Reduced -3.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 255.2k $10.5m | Added +41.9k |
| Swedbank AB 0.02% of their portfolio | 249.6k $10.3m | Reduced -26.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 249.4k $10.2m | Reduced -620.2k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 244.9k $10.1m | Reduced -34.2k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 241.6k $9.9m | Reduced -2.6k |
| Man Group plc 0.03% of their portfolio | 240.8k $9.9m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 235.2k $9.7m | Added +71.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 225.1k $9.2m | Reduced -70.7k |
| Alyeska Investment Group, L.P. 0.06% of their portfolio | 224.4k $9.2m | New |
| Employees Provident Fund Board 0.20% of their portfolio | 218.2k $9.0m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 217.6k $8.9m | Added +339 |
| UBS Group AG 0.00% of their portfolio | 214.3k $8.8m | Reduced -299.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 213.2k $8.8m | Added +14.3k |
| PINEBRIDGE INVESTMENTS, L.P. 0.10% of their portfolio | 209.3k $8.6m | Added +200.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 207.4k $8.5m | Reduced -269.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 201.4k $8.3m | Reduced -46.2k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 193.8k $8.0m | Reduced -43.4k |
| LBP AM SA 0.18% of their portfolio | 193.3k $7.9m | Added +101.6k |
| BESSEMER GROUP INC 0.02% of their portfolio | 190.6k $7.8m | Added +1.1k |
| West Coast Financial LLC 1.14% of their portfolio | 185.8k $7.6m | Added +2.2k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 185.1k $7.6m | First filing |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 184.7k $7.6m | Reduced -25.1k |
| State of Tennessee, Department of Treasury 0.03% of their portfolio | 178.2k $7.3m | Reduced -47.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 172.6k $7.1m | Reduced -1.3k |
| First Horizon Advisors, Inc. 0.26% of their portfolio | 172.3k $7.1m | Added +10.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 172.2k $7.1m | Reduced -21.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 171.9k $7.1m | Reduced -2.9k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 170.6k $7.0m | Added +142.8k |