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Hormel Foods

640 hedge funds and large institutions have $7.81B invested in Hormel Foods in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 228 increasing their positions, 244 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 64

6% more capital invested

Capital invested by funds: $7.4B → $7.81B (+$410M)

3% more funds holding

Funds holding: 623640 (+17)

7% more call options, than puts

Call options by funds: $89.7M | Put options by funds: $83.9M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 244

1.27% less ownership

Funds ownership: 42.15%40.88% (-1.3%)

Holders
640
Holders Change
+17
Holders Change %
+2.73%
% of All Funds
9.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
228
Reduced
244
Closed
64
Calls
$89.7M
Puts
$83.9M
Net Calls
+$5.83M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
Concord Wealth Partners
Virginia
$104K +$925 +29 +1%
IA
502
IFP Advisors
Florida
$98.2K +$8.67K +272 +11%
BAM
503
Bellevue Asset Management
Washington
$95.5K +$96 +3 +0.1%
WWP
504
WR Wealth Planners
Missouri
$93.7K +$85.6K +2,684 New
OC
505
Oakworth Capital
Alabama
$93.2K
SL
506
Salomon & Ludwin
Virginia
$91.2K -$36.2K -1,135 -30%
SIS
507
Sound Income Strategies
Florida
$88.8K
IGWM
508
ICA Group Wealth Management
Colorado
$86.5K -$25.1K -787 -24%
PTC
509
Private Trust Company
Ohio
$85.2K -$24.9K -781 -24%
RIL
510
Rothschild Investment LLC
Illinois
$82.5K +$11.2K +350 +17%
First Manhattan
511
First Manhattan
New York
$77.2K -$128 -4 -0.2%
BWP
512
Baldwin Wealth Partners
Massachusetts
$75K -$3.99K -125 -5%
Jones Financial Companies
513
Jones Financial Companies
Missouri
$71.9K +$15.9K +499 +32%
QL
514
Quarry LP
New York
$71.8K +$65.7K +2,059 New
Federated Hermes
515
Federated Hermes
Pennsylvania
$71K -$1.12K -35 -2%
GIBU
516
Gulf International Bank (UK)
United Kingdom
$70K
PAI
517
Pittenger & Anderson Inc
Nebraska
$69.8K
WT
518
Washington Trust
Rhode Island
$69.8K
JWM
519
Janiczek Wealth Management
Colorado
$64.1K -$7.11K -223 -11%
CTC
520
Central Trust Company
Missouri
$62.9K
LC
521
Lindbrook Capital
California
$61K +$44.5K +1,397 +397%
APF
522
Alaska Permanent Fund
Alaska
$60.7K
RWM
523
Ruedi Wealth Management
Illinois
$55.8K
CAM
524
Clarity Asset Management
Iowa
$55.4K -$3.19K -100 -6%
WT
525
Whittier Trust
California
$54.3K -$797 -25 -2%