We are live on ! Find out more
HRL icon

Hormel Foods

623 hedge funds and large institutions have $7.4B invested in Hormel Foods in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 225 increasing their positions, 229 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $47.3M

9% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 85

0.64% more ownership

Funds ownership: 41.5%42.15% (+0.64%)

0% less funds holding

Funds holding: 626623 (-3)

2% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 229

15% less capital invested

Capital invested by funds: $8.66B → $7.4B (-$1.26B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
623
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
9.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
93
Increased
225
Reduced
229
Closed
85
Calls
$75.6M
Puts
$47.3M
Net Calls
+$28.3M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
226
New York Life Investment Management
New York
$1.46M -$379K -11,611 -20%
TAF
227
Tredje AP-fonden
Sweden
$1.45M -$476K -14,577 -24%
FC
228
FORA Capital
Florida
$1.44M +$1.46M +44,860 New
SC
229
Savant Capital
Illinois
$1.41M -$4.64K -142 -0.3%
State of Tennessee, Department of Treasury
230
State of Tennessee, Department of Treasury
Tennessee
$1.37M
SAM
231
Shell Asset Management
Netherlands
$1.37M -$277K -8,489 -17%
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$1.37M -$537K -16,447 -28%
GIA
233
Gateway Investment Advisers
Ohio
$1.37M -$1.49M -45,600 -52%
Group One Trading
234
Group One Trading
Illinois
$1.35M +$1.37M +42,062 New
Allianz Asset Management
235
Allianz Asset Management
Germany
$1.34M -$1.63M -49,909 -54%
OAM
236
Ostrum Asset Management
France
$1.33M -$461K -14,124 -25%
IIA
237
ICW Investment Advisors
Arizona
$1.32M +$7.74K +237 +0.6%
KWM
238
Kingsview Wealth Management
Oregon
$1.3M +$1.32M +40,528 New
ECU
239
Eisler Capital (UK)
United Kingdom
$1.29M +$1.31M +40,107 New
TI
240
Tidal Investments
Wisconsin
$1.28M +$656K +20,082 +102%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$1.27M -$586K -17,938 -31%
IG
242
ING Group
Netherlands
$1.27M +$108K +3,305 +9%
GC
243
Guggenheim Capital
Illinois
$1.27M +$9.4K +288 +0.7%
Corient Private Wealth
244
Corient Private Wealth
Florida
$1.27M +$501K +15,356 +64%
WJWM
245
Williams Jones Wealth Management
New York
$1.26M -$1.4M -42,761 -52%
CFD
246
Creative Financial Designs
Indiana
$1.26M +$61.4K +1,882 +5%
PAG
247
Private Advisor Group
New Jersey
$1.25M +$25.6K +785 +2%
MOACM
248
Mutual of America Capital Management
New York
$1.25M -$57.4K -1,759 -4%
CGH
249
Crossmark Global Holdings
Texas
$1.24M +$76K +2,328 +6%
MSFS
250
Main Street Financial Solutions
Pennsylvania
$1.23M -$347K -10,635 -22%

HRL Hedge Fund Activity: Q4 2023 in Review

623 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q4 2023, worth a combined $7.4B — down 15% from $8.66B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new HRL positions and 85 closed out — a net gain of 8 holders — while 225 added to existing stakes and 229 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $136M. The largest seller was Capital International Investors, cutting an estimated $402M.

  • 623 institutional investors held Hormel Foods (HRL) as of Q4 2023, down from 626 in Q3 2023.
  • Funds reported $7.4B of Hormel Foods stock for Q4 2023, down 15% quarter-over-quarter.
  • 93 funds opened new Hormel Foods positions in Q4 2023 and 85 closed out, a net change of +8 holders.
  • The largest Hormel Foods buyer in Q4 2023 was Morgan Stanley, an estimated $136M added.
  • The largest Hormel Foods seller in Q4 2023 was Capital International Investors, an estimated $402M sold.

Based on aggregated 13F filings for Q4 2023.