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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
SP
451
Systematic Portfolios
New York
$238K +$242K +7,409 New
CCWM
452
Cassaday & Co Wealth Management
Virginia
$226K +$22.9K +700 +11%
IF
453
Insight Folios
North Carolina
$225K +$14K +429 +7%
IMCOOI
454
Investment Management Corp of Ontario (IMCO)
Canada
$225K +$229K +7,003 New
AW
455
Alaethes Wealth
Nevada
$224K -$4.9K -150 -2%
PS
456
Principal Securities
Iowa
$223K +$227K +6,951 New
ACA
457
Aptus Capital Advisors
Alabama
$218K +$221K +6,783 New
DZ Bank
458
DZ Bank
Germany
$215K +$33 +1 +0%
TSS
459
Two Sigma Securities
New York
$215K -$517K -15,824 -70%
HBT
460
Hills Bank & Trust
Iowa
$214K
HIIFS
461
Harel Insurance Investments & Financial Services
Israel
$213K -$19.8K -607 -8%
BC
462
Burney Company
Virginia
$213K -$22.7K -695 -9%
SFG
463
SNS Financial Group
Minnesota
$210K -$13.7K -420 -6%
GBWM
464
Granite Bay Wealth Management
New Hampshire
$206K
LIM
465
Loudon Investment Management
New Hampshire
$206K -$3.43K -105 -2%
UCFA
466
United Capital Financial Advisors
Texas
$205K +$209K +6,394 New
EF
467
Exeter Financial
Arizona
$202K -$43.5K -1,333 -18%
GWWM
468
Great Waters Wealth Management
Minnesota
$201K
KPWS
469
Kestra Private Wealth Services
Texas
$200K +$204K +6,237 New
CCM
470
Chilton Capital Management
Texas
$197K
S
471
SignatureFD
Georgia
$172K -$21.8K -668 -11%
Public Sector Pension Investment Board (PSP Investments)
472
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$166K -$843K -25,830 -83%
FCT
473
First Community Trust
Iowa
$161K
GWM
474
Geneos Wealth Management
Colorado
$157K +$3.36K +103 +2%
AWM
475
Avior Wealth Management
Nebraska
$148K -$34.7K -1,063 -19%

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.