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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
DA
651
Denali Advisors
California
-$386K -10,141 Closed
CCFCSB
652
Cape Cod Five Cents Savings Bank
Massachusetts
-$380K -10,000 Closed
CM
653
Caption Management
Oklahoma
-$380K -10,000 Closed
DEA
654
DoubleLine ETF Adviser
Florida
-$380K -9,992 Closed
AWM
655
Ameliora Wealth Management
Switzerland
-$371K -9,761 Closed
CAM
656
Carret Asset Management
New York
-$319K -8,400 Closed
BOH
657
Bank of Hawaii
Hawaii
-$312K -8,199 Closed
BCV
658
Banque Cantonale Vaudoise
Switzerland
-$303K -7,986 Closed
CCM
659
Carlson Capital Management
Minnesota
-$300K -7,878 Closed
RWM
660
Revisor Wealth Management
Ohio
-$288K -7,563 Closed
SSW
661
Smith Shellnut Wilson
Mississippi
-$286K -7,532 Closed
MNBTD
662
Moody National Bank Trust Division
Texas
-$258K -6,792 Closed
MWM
663
Modera Wealth Management
New Jersey
-$257K -6,758 Closed
CT
664
Chicago Trust
Illinois
-$255K -6,700 Closed
SMH
665
Sanders Morris Harris
Texas
-$253K -6,650 Closed
PRC
666
Pearl River Capital
Michigan
-$244K -6,413 Closed
HSA
667
HBK Sorce Advisory
Pennsylvania
-$244K -6,408 Closed
EWA
668
EP Wealth Advisors
California
-$243K -6,392 Closed
PCI
669
Planning Center Inc
Illinois
-$242K -6,369 Closed
BRWA
670
B. Riley Wealth Advisors
Florida
-$242K -6,356 Closed
QCM
671
Quantinno Capital Management
New York
-$241K -6,336 Closed
MFG
672
Merit Financial Group
Georgia
-$239K -6,293 Closed
APP
673
Avantax Planning Partners
Iowa
-$239K -6,276 Closed
FSA
674
Fort Sheridan Advisors
Illinois
-$237K -6,241 Closed
SC
675
Scotia Capital
Ontario, Canada
-$237K -6,227 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.