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 ($14.4m this quarter). Holder counts are more reliable. Shares outstanding: 298.1m as of 2024-02-29, 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 ≈ $44.45. Options: 19 managers hold calls ($58.7m notional), 19 hold puts ($73.4m).
Trends to Q1 2024
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 |
| Q4 2023 | 626 |
| Q1 2024 | 632 |
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 |
| Q4 2023 | 286 | 284 |
| Q1 2024 | 265 | 303 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $67.2m | $97.7m | 1.45 |
| Q3 2023 | $72.0m | $81.4m | 1.13 |
| Q4 2023 | $97.9m | $111.9m | 1.14 |
| Q1 2024 | $58.7m | $73.4m | 1.25 |
Biggest buyers
| MORGAN STANLEY | Added | +3.2m |
| Point72 Asset Management, L.P. | New | +1.4m |
| VAN ECK ASSOCIATES CORP | Added | +1.2m |
| BRANDYWINE TRUST CO | Added | +818.5k |
| AMF Tjanstepension AB | New | +677.8k |
| DEUTSCHE BANK AG\ | Added | +637.5k |
| NORGES BANK | Added | +613.0k |
| Bank of New York Mellon Corp | Added | +580.4k |
| Beutel, Goodman & Co Ltd. | Added | +552.7k |
| ARMISTICE CAPITAL, LLC | New | +550.4k |
Biggest sellers
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Reduced | -925.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -787.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -542.9k |
| VANGUARD GROUP INC | Reduced | -489.6k |
| BlackRock Inc. | Reduced | -485.8k |
| KBC Group NV | Reduced | -383.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -349.0k |
| JANE STREET GROUP, LLC | Reduced | -344.0k |
| PINEBRIDGE INVESTMENTS, L.P. | Reduced | -283.1k |
| Caisse de depot et placement du Quebec | Reduced | -278.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $18.5m415.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.9m222.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $4.5m101.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.3m96.3k shares |
| Walleye Trading LLC | Reduced | $4.2m94.8k shares |
| Walleye Capital LLC | Reduced | $3.4m76.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $3.0m67.9k shares |
| PEAK6 Investments LLC | Reduced | $2.3m50.7k shares |
| Banco BTG Pactual S.A. | New | $2.0m45.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.9m42.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $20.1m452.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.6m305.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $9.2m206.9k shares |
| SIMPLEX TRADING, LLC | Added | $4.6m102.7k shares |
| JANE STREET GROUP, LLC | Reduced | $4.2m94.3k shares |
| Squarepoint Ops LLC | Added | $3.8m86.4k shares |
| WOLVERINE TRADING, LLC | Added | $3.8m85.2k shares |
| Walleye Capital LLC | Added | $3.4m77.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $2.7m60.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.7m39.1k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2023 | 0 | — | 1 | $132.9k | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 22.9m $1.0bn | Reduced -489.6k |
| BlackRock Inc. 0.02% of their portfolio | 18.4m $816.4m | Reduced -485.8k |
| STATE STREET CORP 0.02% of their portfolio | 10.5m $468.2m | Reduced -147.8k |
| MORGAN STANLEY 0.01% of their portfolio | 9.8m $436.1m | Added +3.2m |
| VAN ECK ASSOCIATES CORP 0.57% of their portfolio | 8.5m $380.0m | Added +1.2m |
| Beutel, Goodman & Co Ltd. 1.33% of their portfolio | 5.8m $258.2m | Added +552.7k |
| BRANDYWINE TRUST CO 36.61% of their portfolio | 4.9m $215.8m | Added +818.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.8m $213.2m | Added +221.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.30% of their portfolio | 4.3m $192.6m | Reduced -787.1k |
| Invesco Ltd. 0.03% of their portfolio | 3.6m $158.0m | Added +376.2k |
| NORGES BANK 0.02% of their portfolio | 3.5m $156.5m | Added +613.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 3.3m $147.4m | Added +580.4k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.5m $111.7m | Added +375.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.4m $106.4m | Reduced -76.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.3m $103.4m | Reduced -274.6k |
| Ensign Peak Advisors, Inc 0.18% of their portfolio | 2.2m $96.2m | Reduced -129.8k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 2.1m $91.2m | Added +637.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $76.7m | Added +36.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.6m $70.9m | Reduced -92.5k |
| TWO SIGMA INVESTMENTS, LP 0.17% of their portfolio | 1.6m $70.1m | Reduced -349.0k |
| Legal & General Group Plc 0.02% of their portfolio | 1.4m $64.3m | Reduced -9.5k |
| Amundi 0.03% of their portfolio | 1.4m $60.9m | Reduced -123.1k |
| Point72 Asset Management, L.P. 0.18% of their portfolio | 1.4m $60.4m | New |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.05% of their portfolio | 1.3m $59.1m | Reduced -925.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.07% of their portfolio | 1.2m $55.6m | Added +85.1k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.2m $54.6m | Added +234.6k |
| California Public Employees Retirement System 0.04% of their portfolio | 1.1m $50.5m | Reduced -88.0k |
| TWO SIGMA ADVISERS, LP 0.11% of their portfolio | 1.1m $49.2m | Added +67.3k |
| BROWN ADVISORY INC 0.06% of their portfolio | 1.0m $45.5m | Added +108.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 942.8k $41.6m | Reduced -10.8k |
| TD Asset Management Inc 0.04% of their portfolio | 853.7k $37.9m | Added +15.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 826.9k $36.8m | Reduced -542.9k |
| BARCLAYS PLC 0.02% of their portfolio | 792.9k $35.2m | Added +204.5k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 766.4k $34.1m | Reduced -186.0k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 741.9k $33.0m | Reduced -261.6k |
| APG Asset Management N.V. 0.05% of their portfolio | 719.2k $29.6m | Added +17.3k |
| GABELLI FUNDS LLC 0.23% of their portfolio | 688.8k $30.6m | Added +163.2k |
| AMF Tjanstepension AB 0.23% of their portfolio | 677.8k $30.1m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 677.0k $30.1m | Added +81.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 603.8k $26.8m | Reduced -66.6k |
| GAMCO INVESTORS, INC. ET AL 0.27% of their portfolio | 598.4k $26.6m | Added +157.8k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 592.1k $26.3m | Reduced -69.3k |
| Swiss National Bank 0.02% of their portfolio | 580.3k $25.8m | Reduced -23.7k |
| ARMISTICE CAPITAL, LLC 0.65% of their portfolio | 550.4k $24.5m | New |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 500.8k $22.3m | Added +145.9k |
| UBS Group AG 0.01% of their portfolio | 475.6k $21.1m | Added +12.0k |
| TOBAM 1.81% of their portfolio | 454.3k $20.2m | Reduced -82.8k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 448.1k $19.9m | Reduced -139.6k |
| Squarepoint Ops LLC 0.08% of their portfolio | 428.9k $19.1m | Reduced -154.9k |
| CITIGROUP INC 0.02% of their portfolio | 423.5k $18.8m | Reduced -111.9k |
| AVIVA PLC 0.06% of their portfolio | 423.4k $18.8m | Reduced -49.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 404.1k $18.0m | Added +14.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 397.9k $17.7m | Added +153.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 381.9k $17.0m | Reduced -3.3k |
| Aberdeen Group plc 0.03% of their portfolio | 371.7k $16.5m | Added +18.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 358.6k $15.9m | Added +14.7k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 358.0k $15.9m | Added +19.4k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 352.4k $15.7m | Added +343.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 340.6k $15.1m | Added +18.0k |
| DANSKE BANK A/S 0.05% of their portfolio | 338.1k $15.0m | First filing |
| Railway Pension Investments Ltd 0.14% of their portfolio | 331.2k $14.7m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 300.2k $13.3m | Reduced -157.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 297.9k $13.2m | Reduced -17.7k |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 290.7k $12.9m | Reduced -15.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 279.2k $12.4m | Reduced -5.6k |
| Tredje AP-fonden 0.13% of their portfolio | 274.7k $12.2m | Added +224.4k |
| KBC Group NV 0.04% of their portfolio | 272.2k $12.1m | Reduced -383.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 270.1k $12.0m | Reduced -83.6k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 268.9k $11.9m | Reduced -74.9k |
| CapWealth Advisors, LLC 1.33% of their portfolio | 267.0k $11.9m | Reduced -136 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 266.2k $11.8m | Added +357 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 263.9k $11.7m | Added +3.5k |
| Verition Fund Management LLC 0.11% of their portfolio | 258.0k $11.5m | New |
| Swedbank AB 0.02% of their portfolio | 256.6k $11.4m | Added +9.7k |
| Employees Provident Fund Board 0.19% of their portfolio | 250.0k $11.1m | Added +23.4k |
| Cerity Partners LLC 0.03% of their portfolio | 249.7k $11.1m | Added +423 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 239.6k $10.6m | Added +22.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 228.4k $10.2m | Reduced -16.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 227.0k $10.1m | Reduced -102.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 224.5k $12.3m | Added +4.2k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 222.3k $9.7m | Reduced -52.6k |
| Man Group plc 0.03% of their portfolio | 218.1k $9.7m | Reduced -87.6k |
| ICICI Prudential Asset Management Co Ltd 1.06% of their portfolio | 210.4k $9.4m | Added +8.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 201.3k $8.9m | Added +104.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 193.2k $8.6m | Reduced -26.9k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 189.7k $8.4m | Reduced -131.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 182.8k $8.1m | Added +23 |
| SG Americas Securities, LLC 0.04% of their portfolio | 178.5k $7.9m | Added +12.6k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 168.7k $7.5m | Reduced -15.2k |
| Bridgewater Associates, LP 0.04% of their portfolio | 162.2k $7.2m | Reduced -180.5k |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 159.9k $7.1m | Reduced -16.6k |
| SHEPHERD KAPLAN KROCHUK, LLC 5.44% of their portfolio | 153.3k $6.8m | Added +2.0k |
| Waldron Private Wealth LLC 0.30% of their portfolio | 151.3k $6.7m | Added +1.6k |
| Handelsbanken Fonder AB 0.03% of their portfolio | 149.4k $6.6m | Added +18.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 148.3k $6.6m | Reduced -14.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 147.1k $6.5m | Added +6.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 146.4k $6.5m | Added +85.7k |
| Hillman Capital Management, Inc. 2.07% of their portfolio | 144.8k $6.4m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 144.3k $6.4m | Reduced -1.9k |
| Andra AP-fonden 0.11% of their portfolio | 144.2k $6.4m | New |