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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
DMBA
526
Deseret Mutual Benefit Administrators
Utah
$35.9K -$11.1K -340 -23%
GRP
527
Global Retirement Partners
California
$35.5K +$8.03K +246 +28%
TPCW
528
TD Private Client Wealth
New York
$33.8K +$31.8K +973 +1,201%
PK
529
Pflug Koory
Nebraska
$33.7K -$2.29K -70 -6%
FP
530
Financial Perspectives
Minnesota
$28.9K +$3.27K +100 +13%
ME
531
McIlrath & Eck
Washington
$28.1K -$4.11K -126 -13%
WTC
532
WhitTier Trust Company
Nevada
$27.1K
CSB
533
City State Bank
Iowa
$27K -$2.45K -75 -8%
SGC
534
Slocum, Gordon & Co
Rhode Island
$25.7K +$13.1K +400 +100%
PMFA
535
Plante Moran Financial Advisors
Michigan
$24.1K
UB
536
UMB Bank
Missouri
$23.9K -$4.64K -142 -16%
PCMC
537
Planning Capital Management Corporation
Pennsylvania
$23.7K +$24.1K +738 New
AIM
538
Anchor Investment Management
South Carolina
$23.4K
IRAG
539
Investment Research & Advisory Group
Georgia
$23.4K
AF
540
Allworth Financial
California
$23.3K -$231K -7,087 -91%
RIM
541
Rakuten Investment Management
Japan
$23.1K +$23.6K +724 New
SPIA
542
Steward Partners Investment Advisory
New York
$22.8K -$16.9K -517 -42%
CA
543
Clearstead Advisors
Ohio
$21.2K -$12.3K -376 -36%
HDIM
544
Hanson & Doremus Investment Management
Vermont
$21K
BC
545
Bartlett & Co
Ohio
$21K +$21.2K +650 New
BCWM
546
Bartlett & Co Wealth Management
Ohio
$20.8K +$21.2K +650 New
JFA
547
JNBA Financial Advisors
Minnesota
$19.1K +$2.32K +71 +14%
HT
548
Headlands Technologies
Illinois
$18.5K +$18.2K +557 +2,785%
QC
549
Quent Capital
New York
$18K +$1.18K +36 +7%
VAMG
550
Voisard Asset Management Group
Michigan
$15.6K +$15.8K +485 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.