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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
PA
576
PSI Advisors
Florida
$5.84K
NFSG
577
Newbridge Financial Services Group
Florida
$5.68K -$13.2K -403 -69%
FGA
578
Fortis Group Advisors
New Jersey
$5.65K +$2.87K +88 +100%
RTL
579
Red Tortoise LLC
Georgia
$5.36K +$3.92K +120 +255%
AAP
580
Arax Advisory Partners
Colorado
$5.04K +$3K +92 +142%
TFGT
581
TS Financial Group (TSFG)
Illinois
$5K
SIS
582
Strategic Investment Solutions
Illinois
$4.5K -$283K -8,680 -98%
GWS
583
Glassman Wealth Services
Virginia
$4.43K -$6.95K -213 -61%
SA
584
SRH Advisors
Kansas
$4.01K
CAL
585
Capital Advisors Ltd
Ohio
$4K +$2.91K +89 +178%
KFS
586
Kelly Financial Services
Massachusetts
$3.74K
TSWM
587
Tyler-Stone Wealth Management
Ohio
$3.6K
CSWM
588
Cassady Schiller Wealth Management
Ohio
$3.56K
DJSG
589
D.J. St. Germain
Massachusetts
$3.44K
MCM
590
Manchester Capital Management
Vermont
$3.44K +$2.25K +69 +182%
VCM
591
Versant Capital Management
Arizona
$3.37K +$294 +9 +9%
PB
592
Pinnacle Bancorp
Nebraska
$3.21K
FHA
593
First Horizon Advisors
Tennessee
$3.11K -$3.46K -106 -52%
GI
594
Gradient Investments
Minnesota
$3.04K
EWA
595
EverSource Wealth Advisors
Alabama
$3.02K -$7.12K -218 -70%
TFM
596
TFC Financial Management
Massachusetts
$2.44K +$1.57K +48 +171%
VWWMG
597
Vermillion & White Wealth Management Group
Pennsylvania
$2.44K +$2.48K +76 New
VWM
598
Venturi Wealth Management
Texas
$2.28K +$2.32K +71 New
AWM
599
Abound Wealth Management
Tennessee
$2.06K -$1.08K -33 -34%
SWM
600
Spire Wealth Management
Virginia
$2.02K -$16.7K -511 -89%

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.