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Hormel Foods

621 hedge funds and large institutions have $11.1B invested in Hormel Foods in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 225 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more funds holding in top 10

Funds holding in top 10: 518 (+13)

95% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $25.9M

10% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 71

1% more capital invested

Capital invested by funds: $11B → $11.1B (+$118M)

0% more funds holding

Funds holding: 621621 (0)

4% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 225

1.28% less ownership

Funds ownership: 45.65%44.37% (-1.3%)

Holders
621
Holders Change
Holders Change %
0%
% of All Funds
13.68%
Holding in Top 10
18
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+260%
% of All Funds
0.4%
New
78
Increased
217
Reduced
225
Closed
71
Calls
$50.4M
Puts
$25.9M
Net Calls
+$24.5M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
576
McIlrath & Eck
Washington
$11K +$5.23K +115 +100%
DWA
577
Dougherty Wealth Advisers
Minnesota
$9K
DSC
578
Duncker Streett & Co
Missouri
$9K
GCM
579
Gables Capital Management
Florida
$9K
SFSIG
580
San Francisco Sentry Investment Group
California
$9K
TFO
581
Tarbox Family Office
California
$9K +$1.96K +43 +27%
EWM
582
EPG Wealth Management
Georgia
$9K +$9.1K +200 New
CI
583
CX Institutional
Indiana
$8K -$273 -6 -3%
GI
584
Gradient Investments
Minnesota
$8K
TF
585
Tompkins Financial
New York
$8K
SLF
586
Sun Life Financial
Ontario, Canada
$8K +$318 +7 +4%
PP
587
PrairieView Partners
Minnesota
$8K +$8.05K +177 New
WPA
588
West Paces Advisors
Georgia
$7.46K
QAM
589
QCI Asset Management
New York
$7K -$9.1K -200 -59%
MAM
590
Meeder Asset Management
Ohio
$7K -$45 -1 -0.7%
TFGT
591
TS Financial Group (TSFG)
Illinois
$7K
HGWM
592
Harvest Group Wealth Management
Massachusetts
$7K +$45 +1 +0.6%
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$7K +$227 +5 +4%
SMG
594
Spectrum Management Group
Indiana
$7K +$7.05K +155 New
BL
595
Balentine LLC
Georgia
$6K +$1.36K +30 New
ZB
596
Zions Bancorporation
Utah
$5K -$2.91K -64 -39%
POIA
597
Pin Oak Investment Advisors
Texas
$5K
LWM
598
Lenox Wealth Management
Ohio
$5K +$5.41K +119 New
OAM
599
Optimal Asset Management
California
$4.72K +$2.73M +59,990 +146%
WQ
600
Wealth Quarterback
New Jersey
$4.71K

HRL Hedge Fund Activity: Q1 2020 in Review

621 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q1 2020, worth a combined $11.1B — up 1.1% from $11B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new HRL positions and 71 closed out — a net gain of 7 holders — while 217 added to existing stakes and 225 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $133M. The largest seller was Capital Research Global Investors, cutting an estimated $266M.

  • 621 institutional investors held Hormel Foods (HRL) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $11.1B of Hormel Foods stock for Q1 2020, up 1.1% quarter-over-quarter.
  • 78 funds opened new Hormel Foods positions in Q1 2020 and 71 closed out, a net change of +7 holders.
  • The largest Hormel Foods buyer in Q1 2020 was Victory Capital Management, an estimated $133M added.
  • The largest Hormel Foods seller in Q1 2020 was Capital Research Global Investors, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2020.