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Hormel Foods

626 hedge funds and large institutions have $8.66B invested in Hormel Foods in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 227 increasing their positions, 238 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.19% less ownership

Funds ownership: 41.69%41.5% (-0.19%)

5% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 238

3% less funds holding

Funds holding: 646626 (-20)

5% less capital invested

Capital invested by funds: $9.16B → $8.66B (-$497M)

18% less call options, than puts

Call options by funds: $60.3M | Put options by funds: $73.9M

20% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 64

Holders
626
Holders Change
-20
Holders Change %
-3.1%
% of All Funds
9.93%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
51
Increased
227
Reduced
238
Closed
64
Calls
$60.3M
Puts
$73.9M
Net Calls
-$13.6M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
301
First Trust Direct Indexing
Massachusetts
$840K -$86.5K -2,196 -9%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$823K +$26.8K +679 +3%
Rafferty Asset Management
303
Rafferty Asset Management
New York
$820K +$88.1K +2,237 +12%
ETC
304
Exchange Traded Concepts
Oklahoma
$814K +$299K +7,587 +55%
SAM
305
Securian Asset Management
Minnesota
$790K -$122K -3,105 -13%
TC
306
Toews Corporation
New Jersey
$783K +$812K +20,600 New
IAA
307
Independent Advisor Alliance
North Carolina
$768K -$117K -2,967 -13%
AAS
308
Avantax Advisory Services
Texas
$762K -$559K -14,176 -41%
GFA
309
Gifford Fong Associates
California
$761K
RC
310
RBF Capital
California
$761K
BWP
311
Baldwin Wealth Partners
Massachusetts
$755K -$45.3K -1,150 -5%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$751K -$25.1K -636 -3%
TI
313
Tidal Investments
Wisconsin
$747K +$340K +8,623 +78%
LW
314
Linscomb Wealth
Texas
$727K -$45.7K -1,159 -6%
BS
315
Banco Santander
Spain
$714K +$67.3K +1,707 +10%
Assenagon Asset Management
316
Assenagon Asset Management
Luxembourg
$700K -$59.2K -1,502 -8%
AF
317
Advisornet Financial
Minnesota
$698K -$23.8K -605 -3%
Nordea Investment Management
318
Nordea Investment Management
Sweden
$696K
SFG
319
Sovereign Financial Group
Connecticut
$686K -$27.1K -687 -4%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$681K
LOIP
321
Live Oak Investment Partners
Texas
$679K
RP
322
Rowlandmiller & Partners
Georgia
$671K
ATPW
323
Ashton Thomas Private Wealth
Arizona
$667K -$19.1K -485 -3%
CTWM
324
Cherry Tree Wealth Management
Minnesota
$661K
GS
325
GTS Securities
New York
$653K +$296K +7,502 +78%

HRL Hedge Fund Activity: Q3 2023 in Review

626 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q3 2023, worth a combined $8.66B — down 5.4% from $9.16B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HRL and 51 opened new positions — a net loss of 13 holders — while 238 trimmed existing stakes and 227 added.

The largest buyer was Champlain Investment Partners, adding an estimated $32.2M. The largest seller was State Street, cutting an estimated $48.1M.

  • 626 institutional investors held Hormel Foods (HRL) as of Q3 2023, down from 646 in Q2 2023.
  • Funds reported $8.66B of Hormel Foods stock for Q3 2023, down 5.4% quarter-over-quarter.
  • 51 funds opened new Hormel Foods positions in Q3 2023 and 64 closed out, a net change of -13 holders.
  • The largest Hormel Foods buyer in Q3 2023 was Champlain Investment Partners, an estimated $32.2M added.
  • The largest Hormel Foods seller in Q3 2023 was State Street, an estimated $48.1M sold.

Based on aggregated 13F filings for Q3 2023.