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
Truist Financial
401
Truist Financial
North Carolina
$324K -$436K -13,357 -57%
HPCM
402
Hunter Perkins Capital Management
Illinois
$321K
GCM
403
Graham Capital Management
Connecticut
$319K +$324K +9,938 New
Bessemer Group
404
Bessemer Group
New Jersey
$318K -$86.5K -2,651 -21%
Macquarie Group
405
Macquarie Group
Australia
$315K -$294 -9 -0.1%
NB
406
Norinchukin Bank
Japan
$313K -$10K -307 -3%
CA
407
CoreCap Advisors
Michigan
$312K +$15.5K +475 +5%
BAM
408
Blueshift Asset Management
New Jersey
$312K +$317K +9,723 New
A
409
AlphaQuest
New York
$311K +$316K +9,687 New
DADC
410
D.A. Davidson & Co
Montana
$310K +$13.2K +403 +4%
JCM
411
Jacobi Capital Management
Pennsylvania
$308K +$751 +23 +0.2%
EF
412
Empirical Finance
Pennsylvania
$307K -$11.9K -364 -4%
BG
413
Bahl & Gaynor
Ohio
$306K +$4.54K +139 +1%
BBVA
414
Banco Bilbao Vizcaya Argentaria
Spain
$304K +$10.6K +324 +4%
OQS
415
Occudo Quantitative Strategies
Florida
$302K +$307K +9,409 New
Neuberger Berman Group
416
Neuberger Berman Group
New York
$300K -$70.5K -2,159 -19%
WP
417
WealthPLAN Partners
Nebraska
$297K +$229 +7 +0.1%
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$295K +$11.9K +365 +4%
QCM
419
QRG Capital Management
Illinois
$295K -$7.18K -220 -2%
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$294K +$947 +29 +0.3%
TWP
421
Tempus Wealth Planning
California
$293K -$50K -1,531 -14%
EA
422
Ellsworth Advisors
Ohio
$293K +$41.2K +1,261 +16%
VSQM
423
V-Square Quantitative Management
Illinois
$291K +$40.5K +1,240 +16%
CICI
424
Capital Investment Counsel Inc
North Carolina
$291K -$6.53K -200 -2%
SFA
425
Sequoia Financial Advisors
Ohio
$289K +$293K +8,987 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.