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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
RJFSA
126
Raymond James Financial Services Advisors
Florida
$6.86M +$267K +5,861 +4%
GRQ
127
Gardner Russo & Quinn
Pennsylvania
$6.81M -$215K -4,731 -3%
Franklin Resources
128
Franklin Resources
California
$6.8M +$935K +20,556 +16%
Truist Financial
129
Truist Financial
North Carolina
$6.77M +$29.7K +654 +0.5%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$6.76M -$279K -6,128 -4%
NWM
131
Nicola Wealth Management
British Columbia, Canada
$6.74M -$359K -7,900 -6%
DAC
132
Dividend Assets Capital
South Carolina
$6.7M +$199K +4,377 +3%
MG
133
Mather Group
Illinois
$6.56M +$6.4M +140,698 New
MSFP
134
Mark Sheptoff Financial Planning
Connecticut
$6.49M -$150K -3,291 -2%
SLAM
135
Swiss Life Asset Management
$6.37M +$237K +5,203 +4%
AAM
136
Autus Asset Management
Arizona
$6.37M +$172K +3,776 +3%
Osaic Holdings
137
Osaic Holdings
Arizona
$6.34M +$6.23M +137,047 New
SAM
138
Shell Asset Management
Netherlands
$6.27M -$528K -11,608 -8%
RBA
139
Richard Bernstein Advisors
New York
$6.04M
VOYA Investment Management
140
VOYA Investment Management
Georgia
$6.01M +$66.1K +1,454 +1%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$5.85M +$2.2M +48,269 +63%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$5.8M -$2.79M -61,454 -33%
FAF
143
Första AP-fonden
Sweden
$5.75M +$1.54M +33,800 +38%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$5.74M -$141K -3,105 -2%
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$5.7M +$1.32K +29 +0%
CS
146
Comerica Securities
Michigan
$5.69M -$442K -9,723 -7%
AIG
147
American International Group
New York
$5.66M +$43.7K +960 +0.8%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$5.55M +$2.17M +47,731 +67%
Lazard Asset Management
149
Lazard Asset Management
New York
$5.53M +$5.35M +117,619 +13,677%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.51M +$973K +21,402 +22%

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.