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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
IBOK
551
Independence Bank of Kentucky
Kentucky
$15.3K
GWSA
552
Global Wealth Strategies & Associates
Colorado
$14.3K
C
553
Covestor
United Kingdom
$14K -$81.8K -2,505 -86%
PGAM
554
Princeton Global Asset Management
New Jersey
$14K
IFS
555
Intelligent Financial Strategies
Minnesota
$13.8K
CTA
556
Colonial Trust Advisors
South Carolina
$13.7K -$686 -21 -5%
TC
557
Trust Company
Kansas
$13.3K
CTB
558
Country Trust Bank
Illinois
$12.5K
LC
559
Lindbrook Capital
California
$11.3K -$9.5K -291 -45%
HCP
560
Hexagon Capital Partners
Arkansas
$11K +$8.2K +251 +270%
UIA
561
Ulland Investment Advisors
Minnesota
$10K +$9.79K +300 New
NB
562
NBT Bank
New York
$9.86K +$10K +307 New
PFBT
563
Parkside Financial Bank & Trust
Missouri
$9.7K -$7.64K -234 -44%
RDFA
564
Ritter Daniher Financial Advisory
Ohio
$9.63K
CPA
565
Clear Point Advisors
New York
$9.51K +$9.66K +296 New
BF
566
BOK Financial
Oklahoma
$9.5K +$9.66K +296 New
MFA
567
McClarren Financial Advisors
Pennsylvania
$9K -$1.63K -50 -15%
Loomis, Sayles & Company
568
Loomis, Sayles & Company
Massachusetts
$9K +$9.01K +276 New
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$8.51K
BLC
570
Brown, Lisle/Cummings
Rhode Island
$8.48K
GTAM
571
Global Trust Asset Management
Florida
$8.03K
PP
572
PrairieView Partners
Minnesota
$8K +$33 +1 +0.4%
GKIM
573
GW&K Investment Management
Massachusetts
$8K +$3.07K +94 +62%
GEA
574
Glen Eagle Advisors
New Jersey
$6.88K -$4.44K -136 -39%
MCM
575
MV Capital Management
Maryland
$6K -$4.02K -123 -40%

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.