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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
Federated Hermes
501
Federated Hermes
Pennsylvania
$66.4K +$11.8K +361 +21%
FFA
502
Farther Finance Advisors
California
$66.3K +$41.1K +1,260 +157%
JWM
503
Janiczek Wealth Management
Colorado
$66.2K +$33.7K +1,033 +100%
RIL
504
Rothschild Investment LLC
Illinois
$64.7K +$65.8K +2,016 New
PAI
505
Pittenger & Anderson Inc
Nebraska
$64.2K -$2.38M -72,860 -97%
WT
506
Washington Trust
Rhode Island
$64.2K
GIBU
507
Gulf International Bank (UK)
United Kingdom
$64K -$24.3K -743 -27%
CTC
508
Central Trust Company
Missouri
$57.9K
LSA
509
Leonteq Securities AG
Switzerland
$56.4K +$43.4K +1,328 +310%
TWM
510
Tradition Wealth Management
Minnesota
$56K -$5.55K -170 -9%
APF
511
Alaska Permanent Fund
Alaska
$55.9K +$4.64K +142 +9%
PP
512
Paloma Partners
Connecticut
$55.8K +$56.7K +1,737 New
CAM
513
Clarity Asset Management
Iowa
$54.2K +$55.1K +1,687 New
NICM
514
Neo Ivy Capital Management
New York
$54K -$905K -27,715 -94%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$53.3K -$9.5K -291 -15%
RWM
516
Ruedi Wealth Management
Illinois
$51.4K
WT
517
Whittier Trust
California
$50.8K -$5.68K -174 -10%
Jones Financial Companies
518
Jones Financial Companies
Missouri
$50.2K
IWP
519
IAG Wealth Partners
Wisconsin
$48.6K -$20.6K -630 -29%
IHWM
520
Iron Horse Wealth Management
Iowa
$45.6K
GWSG
521
GPS Wealth Strategies Group
Colorado
$43.4K -$8.2K -251 -16%
PCM
522
Penserra Capital Management
California
$43K -$9.17K -281 -17%
CT
523
Caldwell Trust
Florida
$38.9K
MRCM
524
M&R Capital Management
New Jersey
$38.8K -$6.53K -200 -14%
BTI
525
Blue Trust Inc
Georgia
$37K -$18.5K -568 -37%

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.