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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
S
601
Sachetta
Massachusetts
$1.93K +$1.96K +60 New
BIA
602
Bell Investment Advisors
California
$1.86K -$424 -13 -18%
PWMG
603
Private Wealth Management Group
New Jersey
$1.8K +$1.83K +56 New
M
604
MOTCO
Texas
$1.48K
NCM
605
Northwest Capital Management
Oregon
$1.33K
LIM
606
Longfellow Investment Management
Massachusetts
$1.16K
TFA
607
Transamerica Financial Advisors
Florida
$1K -$65 -2 -67%
VNA
608
Valley National Advisers
Pennsylvania
$1K +$1.47K +45 New
CWC
609
Carolinas Wealth Consulting
North Carolina
$771
JWA
610
JFS Wealth Advisors
Pennsylvania
$707 -$2.68K -82 -79%
AT
611
Arlington Trust
Alabama
$706
BGAI
612
Bruce G. Allen Investments
Colorado
$706 +$718 +22 New
DPW
613
DiNuzzo Private Wealth
Pennsylvania
$611 +$620 +19 New
GI
614
GAMMA Investing
California
$607 +$653 +20 New
DF
615
Dunhill Financial
United Kingdom
$592 +$588 +18 New
ZB
616
Zions Bancorporation
Utah
$385 -$2.32K -71 -86%
RCM
617
Raleigh Capital Management
North Carolina
$321 +$326 +10 New
TCOV
618
Trust Company of Vermont
Vermont
$225 +$229 +7 New
WA
619
WestEnd Advisors
North Carolina
$161 +$33 +1 +25%
MHR
620
Matthew Hamilton Rosenberg
$64
RS
621
Rakuten Securities
Japan
$64 +$65 +2 New
DWM
622
Dogwood Wealth Management
Kansas
$2
Holocene Advisors
623
Holocene Advisors
New York
-$9.11M -239,677 Closed
CGPCS
624
Capital Group Private Client Services
California
-$7.31M -192,331 Closed
Walleye Capital
625
Walleye Capital
New York
-$5.82M -178,209 Closed

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.