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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
TRSOTSOK
301
Teachers Retirement System of the State of Kentucky
Kentucky
$795K -$31.6K -969 -4%
JFG
302
Jefferies Financial Group
New York
$776K +$344K +10,538 +77%
Brown Advisory
303
Brown Advisory
Maryland
$773K +$43.7K +1,340 +6%
AIM
304
Achmea Investment Management
Netherlands
$753K -$397K -12,173 -34%
CT
305
Coastline Trust
Rhode Island
$752K
ADMI
306
Albert D. Mason Inc
Massachusetts
$751K -$4.47K -137 -0.6%
XT
307
XTX Topco
Cayman Islands
$749K +$762K +23,339 New
TWC
308
TD Waterhouse Canada
Ontario, Canada
$747K -$135K -4,140 -18%
KRS
309
Kentucky Retirement Systems
Kentucky
$744K +$15.3K +470 +2%
OPERF
310
Oregon Public Employees Retirement Fund
Oregon
$725K +$6.53K +200 +0.9%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$724K
Rafferty Asset Management
312
Rafferty Asset Management
New York
$722K +$29.5K +905 +4%
GS
313
GTS Securities
New York
$720K +$172K +5,254 +31%
Pathstone Holdings
314
Pathstone Holdings
New Jersey
$712K +$724K +22,184 New
Schroder Investment Management Group
315
Schroder Investment Management Group
United Kingdom
$711K
N
316
Natixis
France
$693K +$243K +7,436 +53%
TRCT
317
Tower Research Capital (TRC)
New York
$666K -$337K -10,321 -33%
SFS
318
Stiles Financial Services
Minnesota
$653K -$79.7K -2,440 -11%
RC
319
RBF Capital
California
$642K
GFA
320
Gifford Fong Associates
California
$642K
FTDI
321
First Trust Direct Indexing
Massachusetts
$639K -$71.1K -2,178 -10%
VPIM
322
Vanguard Personalized Indexing Management
California
$632K +$150K +4,594 +30%
HIMCH
323
Hartford Investment Management Co (HIMCO)
Connecticut
$627K -$6.63K -203 -1%
VF
324
Virtu Financial
New York
$620K +$631K +19,313 New
CFGS
325
Concourse Financial Group Securities
Alabama
$614K +$171K +5,225 +38%

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.