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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
PFG
376
PAX Financial Group
Texas
$369K -$25.1K -768 -6%
MCP
377
Martin Capital Partners
Oregon
$369K +$376K +11,507 New
KCM
378
Kaye Capital Management
California
$369K
LFA
379
Legacy Financial Advisors
Kentucky
$365K +$371K +11,378 New
Capstone Investment Advisors
380
Capstone Investment Advisors
New York
$364K +$182K +5,575 +97%
SBIA
381
Sheaff Brock Investment Advisors
Indiana
$363K +$816 +25 +0.2%
CG
382
Caprock Group
Idaho
$362K +$83.3K +2,553 +29%
M&T Bank
383
M&T Bank
New York
$360K -$26.6K -816 -7%
VCG
384
Vantage Consulting Group
Virginia
$359K +$40.5K +1,240 +12%
BAMF
385
BI Asset Management Fondsmaeglerselskab
Denmark
$357K -$176K -5,380 -33%
DAS
386
Dynamic Advisor Solutions
Arizona
$357K -$67.5K -2,069 -16%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$356K -$6.72K -206 -2%
BA
388
Bellwether Advisors
Nebraska
$356K
LFG
389
Larson Financial Group
Missouri
$355K -$34.4K -1,054 -9%
SCTC
390
Sanibel Captiva Trust Company
Florida
$354K +$360K +11,020 New
GWAM
391
Guardian Wealth Advisors (Minnesota)
Minnesota
$351K +$12.7K +388 +4%
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$350K -$114K -3,500 -24%
GXJ
393
Global X Japan
Japan
$348K +$354K +10,831 New
MA
394
Mutual Advisors
Nebraska
$344K +$52.6K +1,610 +18%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$337K +$49.3K +1,511 +17%
Lazard Asset Management
396
Lazard Asset Management
New York
$337K +$112K +3,422 +48%
ABC
397
Associated Banc-Corp
Wisconsin
$334K
KRSITF
398
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$331K +$5.91K +181 +2%
NCFG
399
New Century Financial Group
New Jersey
$331K +$336K +10,304 New
AC
400
AXQ Capital
New Jersey
$331K +$336K +10,300 New

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.