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 ($10.8m this quarter). Holder counts are more reliable. Shares outstanding: 298.6m as of 2024-05-30, 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 ≈ $45.18. Options: 22 managers hold calls ($77.4m notional), 19 hold puts ($57.1m).
Trends to Q2 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 |
| Q2 2024 | 637 |
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 |
| Q2 2024 | 287 | 282 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $72.0m | $81.4m | 1.13 |
| Q4 2023 | $97.9m | $111.9m | 1.14 |
| Q1 2024 | $58.7m | $73.4m | 1.25 |
| Q2 2024 | $77.4m | $57.1m | 0.74 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +3.6m |
| LSV ASSET MANAGEMENT | Added | +2.4m |
| Balyasny Asset Management L.P. | Added | +1.7m |
| Junto Capital Management LP | New | +1.6m |
| Schonfeld Strategic Advisors LLC | Added | +1.4m |
| Ilex Capital Partners (UK) LLP | New | +1.2m |
| Beutel, Goodman & Co Ltd. | Added | +1.1m |
| FIRST TRUST ADVISORS LP | Added | +1.1m |
| D. E. Shaw & Co., Inc. | Added | +882.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +602.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -6.4m |
| NORGES BANK | Reduced | -1.1m |
| Point72 Asset Management, L.P. | Reduced | -1.0m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.0m |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Reduced | -944.1k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -877.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -855.1k |
| STATE STREET CORP | Reduced | -783.6k |
| TWO SIGMA ADVISERS, LP | Reduced | -619.7k |
| Squarepoint Ops LLC | Reduced | -423.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $14.5m320.1k shares |
| Concentric Capital Strategies, LP | New | $10.8m239.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.7m214.0k shares |
| Banco BTG Pactual S.A. | Added | $6.1m130.0k shares |
| Jefferies Financial Group Inc. | New | $5.0m110.0k shares |
| Walleye Capital LLC | Added | $4.3m95.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.7m81.3k shares |
| Twin Tree Management, LP | Added | $3.6m80.5k shares |
| PEAK6 Investments LLC | Added | $3.4m74.2k shares |
| WOLVERINE TRADING, LLC | Added | $2.8m62.1k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $20.6m454.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.4m186.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.8m84.2k shares |
| IMC-Chicago, LLC | Added | $3.5m76.4k shares |
| JANE STREET GROUP, LLC | Reduced | $2.9m64.9k shares |
| Parallax Volatility Advisers, L.P. | New | $2.7m60.3k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.7m60.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.7m59.0k shares |
| Squarepoint Ops LLC | Reduced | $2.4m52.1k shares |
| Walleye Capital LLC | Reduced | $2.2m49.6k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 1 | $10.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-04-04 | Sanzio Anthony Executive Vice President | Sold | $10.9k250 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 23.0m $1.0bn | Added +82.4k |
| BlackRock Inc. 0.02% of their portfolio | 18.0m $811.9m | Reduced -399.9k |
| STATE STREET CORP 0.02% of their portfolio | 9.8m $440.6m | Reduced -783.6k |
| VAN ECK ASSOCIATES CORP 0.56% of their portfolio | 8.7m $393.6m | Added +161.4k |
| Beutel, Goodman & Co Ltd. 1.66% of their portfolio | 6.9m $312.1m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.9m $222.8m | Added +134.8k |
| CITADEL ADVISORS LLC 0.21% of their portfolio | 4.8m $216.5m | Added +3.6m |
| BRANDYWINE TRUST CO 35.72% of their portfolio | 4.8m $215.1m | Reduced -96.5k |
| Invesco Ltd. 0.04% of their portfolio | 3.8m $171.9m | Added +248.0k |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $154.7m | Reduced -6.4m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 3.3m $149.9m | Added +2.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.25% of their portfolio | 3.3m $149.8m | Reduced -1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.9m $130.0m | Added +363.7k |
| LSV ASSET MANAGEMENT 0.24% of their portfolio | 2.4m $110.2m | Added +2.4m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.4m $108.2m | Added +1.5k |
| NORGES BANK 0.02% of their portfolio | 2.4m $107.8m | Reduced -1.1m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.2m $99.9m | Reduced -115.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 2.2m $99.3m | Added +602.0k |
| Balyasny Asset Management L.P. 0.24% of their portfolio | 2.1m $93.3m | Added +1.7m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 2.0m $90.0m | Reduced -61.2k |
| Ensign Peak Advisors, Inc 0.16% of their portfolio | 1.9m $87.0m | Reduced -238.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.8m $79.2m | Added +27.4k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 1.7m $75.4m | Added +1.1m |
| Junto Capital Management LP 1.55% of their portfolio | 1.6m $70.3m | New |
| Legal & General Group Plc 0.02% of their portfolio | 1.5m $67.8m | Added +54.3k |
| Schonfeld Strategic Advisors LLC 0.51% of their portfolio | 1.5m $65.7m | Added +1.4m |
| BROWN ADVISORY INC 0.08% of their portfolio | 1.4m $61.6m | Added +341.2k |
| Amundi 0.02% of their portfolio | 1.2m $54.3m | Reduced -186.5k |
| Ilex Capital Partners (UK) LLP 5.46% of their portfolio | 1.2m $53.3m | New |
| ARMISTICE CAPITAL, LLC 1.26% of their portfolio | 1.1m $48.3m | Added +517.5k |
| TD Asset Management Inc 0.04% of their portfolio | 986.1k $44.6m | Added +132.5k |
| California Public Employees Retirement System 0.03% of their portfolio | 923.4k $41.7m | Reduced -213.6k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 915.9k $41.4m | Added +882.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 899.1k $41.1m | Reduced -43.7k |
| BARCLAYS PLC 0.02% of their portfolio | 824.6k $37.3m | Added +31.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 756.2k $34.2m | Reduced -70.7k |
| GABELLI FUNDS LLC 0.25% of their portfolio | 733.8k $33.2m | Added +45.0k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 721.5k $32.6m | Reduced -855.1k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 695.3k $31.4m | Reduced -46.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 633.7k $28.6m | Reduced -43.3k |
| GAMCO INVESTORS, INC. ET AL 0.31% of their portfolio | 625.5k $28.3m | Added +27.1k |
| Swiss National Bank 0.02% of their portfolio | 573.3k $25.9m | Reduced -7.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 539.1k $24.4m | Reduced -64.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 523.3k $23.6m | Added +294.9k |
| AVIVA PLC 0.06% of their portfolio | 512.5k $23.2m | Added +89.1k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 486.1k $22.0m | Reduced -619.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 471.1k $21.3m | Added +89.2k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 468.0k $21.1m | Added +109.4k |
| APG Asset Management N.V. 0.03% of their portfolio | 449.1k $18.9m | Reduced -270.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 446.6k $20.2m | Reduced -1.4k |
| UBS Group AG 0.01% of their portfolio | 431.0k $19.5m | Reduced -44.6k |
| AMF Tjanstepension AB 0.14% of their portfolio | 421.6k $19.1m | Reduced -256.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% of their portfolio | 417.6k $18.9m | Added +302.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 407.2k $18.4m | Added +3.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 390.7k $17.7m | Reduced -110.1k |
| Aberdeen Group plc 0.03% of their portfolio | 385.7k $17.4m | Added +14.0k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.02% of their portfolio | 385.2k $17.4m | Reduced -944.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 369.9k $16.7m | Reduced -877.0k |
| CITIGROUP INC 0.02% of their portfolio | 361.4k $16.3m | Reduced -62.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 330.9k $15.0m | Reduced -67.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 321.9k $14.5m | Added +238.4k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 312.1k $14.1m | Reduced -1.0m |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 299.6k $13.5m | Added +29.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 294.9k $13.3m | Added +15.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 288.6k $13.0m | Reduced -9.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 285.8k $12.9m | Reduced -54.9k |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 270.7k $12.2m | Reduced -20.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 269.3k $12.2m | Added +3.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 268.3k $12.1m | Added +28.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 260.9k $11.8m | Reduced -2.9k |
| TOBAM 1.78% of their portfolio | 251.6k $11.4m | Reduced -202.7k |
| Employees Provident Fund Board 0.18% of their portfolio | 250.0k $11.3m | Unchanged |
| Aquatic Capital Management LLC 0.41% of their portfolio | 245.8k $11.1m | Added +158.4k |
| Swedbank AB 0.01% of their portfolio | 235.0k $10.6m | Reduced -21.6k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 229.5k $10.4m | Reduced -128.5k |
| Cerity Partners LLC 0.03% of their portfolio | 229.5k $10.4m | Reduced -20.2k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 222.8k $10.1m | Reduced -77.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 205.0k $9.3m | Reduced -22.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 201.8k $9.1m | Reduced -22.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 189.5k $8.6m | Reduced -3.7k |
| ICICI Prudential Asset Management Co Ltd 0.99% of their portfolio | 184.2k $8.3m | Reduced -26.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 179.7k $8.1m | Reduced -89.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 177.8k $8.0m | Reduced -5.0k |
| Brandywine Global Investment Management, LLC 0.06% of their portfolio | 175.7k $7.9m | New |
| KBC Group NV 0.02% of their portfolio | 175.2k $7.9m | Reduced -97.0k |
| Tredje AP-fonden 0.08% of their portfolio | 173.6k $7.8m | Reduced -101.1k |
| Man Group plc 0.02% of their portfolio | 170.7k $7.7m | Reduced -47.4k |
| Korea Investment CORP 0.02% of their portfolio | 170.2k $7.7m | Added +59.8k |
| Daiichi Life Insurance Co., Ltd. 0.19% of their portfolio | 170.1k $7.7m | Added +29.2k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 168.3k $7.6m | Reduced -54.0k |
| SG Americas Securities, LLC 0.04% of their portfolio | 157.4k $7.1m | Reduced -21.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 154.6k $7.0m | Added +7.5k |
| SHEPHERD KAPLAN KROCHUK, LLC 5.47% of their portfolio | 153.3k $6.9m | Unchanged |
| Waldron Private Wealth LLC 0.31% of their portfolio | 151.3k $6.8m | Reduced -7 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 147.1k $6.6m | Reduced -1.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 145.6k $6.6m | Reduced -55.6k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 144.4k $6.5m | Reduced -45.3k |
| Vestcor Inc 0.22% of their portfolio | 144.3k $6.5m | Added +82.2k |
| Hillman Capital Management, Inc. 2.30% of their portfolio | 144.0k $6.5m | Reduced -797 |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 142.0k $6.4m | Reduced -26.8k |