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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
AA
201
Ancora Advisors
Ohio
$2.05M +$762K +23,351 +58%
Retirement Systems of Alabama
202
Retirement Systems of Alabama
Alabama
$2.05M -$53.3K -1,632 -2%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.04M +$170K +5,212 +9%
SWM
204
SilverOak Wealth Management
Minnesota
$2.03M +$2.07M +63,287 New
SLAM
205
Swiss Life Asset Management
$1.98M -$4.67M -143,048 -70%
AIM
206
Aigen Investment Management
New York
$1.96M +$1.75M +53,536 +699%
TPSF
207
Texas Permanent School Fund
Texas
$1.92M -$686 -21 -0%
II
208
IFM Investors
Australia
$1.91M
TI
209
Trexquant Investment
Connecticut
$1.77M -$8.15M -249,565 -82%
OC
210
Oppenheimer & Co
New York
$1.75M +$170K +5,213 +11%
PHK
211
Point72 Hong Kong
Hong Kong
$1.7M +$1.73M +52,969 New
KBC Group
212
KBC Group
Belgium
$1.63M -$192K -5,883 -10%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$1.63M -$2.63M -80,491 -61%
CNB
214
Czech National Bank
Czech Republic
$1.63M +$4.05K +124 +0.2%
WAM
215
Weatherly Asset Management
California
$1.62M -$103K -3,150 -6%
URS
216
Utah Retirement Systems
Utah
$1.61M +$9.79K +300 +0.6%
EF
217
Empowered Funds
Pennsylvania
$1.6M +$802K +24,568 +98%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$1.56M -$3.65M -111,745 -70%
IGAM
219
iA Global Asset Management
Quebec, Canada
$1.53M +$1.34M +41,012 +621%
Natixis Advisors
220
Natixis Advisors
Massachusetts
$1.53M +$451K +13,815 +41%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$1.52M +$416K +12,756 +37%
TFA
222
Toth Financial Advisory
Virginia
$1.49M -$151K -4,620 -9%
SFP
223
Sweet Financial Partners
Minnesota
$1.48M -$12.4K -380 -0.8%
HI
224
Hendershot Investments
Virginia
$1.47M -$1.39M -42,460 -48%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$1.47M -$3.4K -104 -0.2%

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.