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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
Bank of Nova Scotia
251
Bank of Nova Scotia
Ontario, Canada
$1.23M +$303K +9,282 +32%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$1.21M +$1.04K +32 +0.1%
CWM
253
CIBC World Markets
New York
$1.21M -$1.07M -32,832 -47%
X
254
Xponance
Pennsylvania
$1.2M -$101K -3,104 -8%
VIG
255
Vienna Insurance Group
Poland
$1.2M -$226K -6,919 -16%
Cerity Partners
256
Cerity Partners
New York
$1.2M +$43.1K +1,320 +4%
Janus Henderson Group
257
Janus Henderson Group
United Kingdom
$1.19M -$7.64K -234 -0.6%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$1.19M -$22K -675 -2%
QCM
259
Qsemble Capital Management
New York
$1.18M +$1.2M +36,767 New
Mariner
260
Mariner
Kansas
$1.17M -$306K -9,360 -20%
NAM
261
Nissay Asset Management
Japan
$1.17M +$109K +3,346 +10%
MTIM
262
Marathon Trading Investment Management
Pennsylvania
$1.14M +$1.16M +35,483 New
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$1.14M +$56.4K +1,729 +5%
RS
264
Retirement Solution
Washington
$1.14M
MSFP
265
Mark Sheptoff Financial Planning
Connecticut
$1.12M -$2.32M -71,002 -67%
MA
266
MCF Advisors
Kentucky
$1.12M +$701K +21,468 +159%
CCIA
267
Campbell & Co Investment Adviser
Maryland
$1.11M +$1.13M +34,708 New
WPC
268
White Pine Capital
Minnesota
$1.11M -$220K -6,732 -16%
BCIM
269
British Columbia Investment Management
British Columbia, Canada
$1.11M +$240K +7,363 +27%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$1.11M +$137K +4,210 +14%
ADL
271
Asset Dedication LLC
California
$1.1M +$11.5K +352 +1%
EP
272
Edgestream Partners
New Jersey
$1.09M -$2.05M -62,733 -65%
SG Americas Securities
273
SG Americas Securities
New York
$1.07M -$821K -25,158 -43%
CB
274
Commerce Bank
Missouri
$1.07M +$243K +7,434 +29%
PI
275
PEAK6 Investments
Illinois
$1.06M -$447K -13,679 -29%

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.