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
LW
326
Linscomb Wealth
Texas
$614K
SFG
327
Sovereign Financial Group
Connecticut
$599K +$19.9K +610 +3%
SAM
328
Securian Asset Management
Minnesota
$586K -$82.3K -2,522 -12%
DI
329
DFPG Investments
Utah
$582K +$583K +17,856 New
Nordea Investment Management
330
Nordea Investment Management
Sweden
$581K
RJT
331
Raymond James Trust
Florida
$578K +$63.2K +1,936 +12%
Vontobel Holding
332
Vontobel Holding
Switzerland
$566K -$741K -22,712 -56%
LOIP
333
Live Oak Investment Partners
Texas
$563K
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$562K -$13.1K -400 -2%
RAG
335
RIA Advisory Group
Iowa
$559K +$87.1K +2,667 New
IAA
336
Independent Advisor Alliance
North Carolina
$555K -$94.5K -2,893 -14%
AAS
337
Avantax Advisory Services
Texas
$552K -$93.6K -2,867 -14%
OHWA
338
Oak Hill Wealth Advisors
Virginia
$546K
MGP
339
Metis Global Partners
California
$543K +$203K +6,227 +58%
AF
340
Advisornet Financial
Minnesota
$541K -$48.4K -1,483 -8%
V
341
ViaWealth
Kansas
$537K +$294 +9 +0.1%
LTAS
342
Linden Thomas Advisory Services
North Carolina
$533K +$30K +920 +6%
DCM
343
Davis Capital Management
Florida
$531K +$540K +16,547 New
RP
344
Rowlandmiller & Partners
Georgia
$525K -$42.4K -1,300 -7%
SFI
345
Siemens Fonds Invest
Germany
$521K +$83.8K +2,566 +19%
CBNLCF
346
Cognios Beta Neutral Large Cap Fund
Kansas
$521K +$50.3K +1,542 +10%
KOC
347
Koss-Olinger Consulting
Florida
$520K +$3.33K +102 +0.6%
HWAM
348
Hennion & Walsh Asset Management
New Jersey
$518K -$255K -7,801 -33%
DC
349
Davenport & Co
Virginia
$517K -$13.6K -416 -3%
LCM
350
Leisure Capital Management
California
$496K -$221K -6,773 -30%

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.