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
GFS
351
GYL Financial Synergies
Connecticut
$496K +$13.6K +417 +3%
FMWA
352
Forvis Mazars Wealth Advisors
Missouri
$492K -$40.1K -1,228 -7%
CTWM
353
Cherry Tree Wealth Management
Minnesota
$489K -$70.2K -2,149 -12%
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$483K
PP
355
Prudential plc
United Kingdom
$477K -$1.11K -34 -0.2%
DA
356
Duality Advisers
Florida
$470K +$478K +14,629 New
SC
357
Syon Capital
California
$464K +$471K +14,436 New
SCA
358
Stonebridge Capital Advisors
Minnesota
$461K +$191K +5,853 +69%
TAM
359
Tucker Asset Management
Colorado
$450K -$13.9K -426 -3%
SEC
360
Seven Eight Capital
New York
$449K -$616K -18,863 -57%
BIA
361
Beacon Investment Advisors
Maryland
$448K +$7.9K +242 +2%
LF
362
LifePlan Financial
Minnesota
$446K +$453K +13,886 New
Teacher Retirement System of Texas
363
Teacher Retirement System of Texas
Texas
$444K -$309K -9,467 -41%
SFO
364
Stokes Family Office
Louisiana
$444K -$448K -13,711 -50%
GSC
365
G&S Capital
Colorado
$443K +$30.5K +935 +7%
AI
366
Accredited Investors
Minnesota
$429K +$490 +15 +0.1%
AM
367
AGF Management
Ontario, Canada
$425K +$91.7K +2,808 +27%
AC
368
Armistice Capital
New York
$419K +$426K +13,062 New
IA
369
Inspire Advisors
Idaho
$415K +$120K +3,665 +40%
NA
370
NewEdge Advisors
Louisiana
$401K -$5.09K -156 -1%
Connor, Clark & Lunn Investment Management (CC&L)
371
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$394K -$33 -1 -0%
VF
372
VitalStone Financial
Texas
$392K -$35.6K -1,091 -8%
FAM
373
Formidable Asset Management
Ohio
$389K -$71.9K -2,202 -15%
BCM
374
Birmingham Capital Management
Alabama
$379K
MLICM
375
Metropolitan Life Insurance Company (MetLife)
New York
$379K -$6.17K -189 -2%

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.