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Hormel Foods

646 hedge funds and large institutions have $9.16B invested in Hormel Foods in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 269 increasing their positions, 206 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 206

12% more call options, than puts

Call options by funds: $44.8M | Put options by funds: $40.2M

2% more capital invested

Capital invested by funds: $9B → $9.16B (+$159M)

0.44% more ownership

Funds ownership: 41.25%41.69% (+0.44%)

3% less funds holding

Funds holding: 666646 (-20)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 77

Holders
646
Holders Change
-20
Holders Change %
-3%
% of All Funds
10.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
58
Increased
269
Reduced
206
Closed
77
Calls
$44.8M
Puts
$40.2M
Net Calls
+$4.64M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B -$6.1M -152,128 -0.4%
State Street
2
State Street
Massachusetts
$1.12B +$40.3M +1,004,133 +4%
BlackRock
3
BlackRock
New York
$1.11B -$50.7M -1,264,755 -4%
Capital International Investors
4
Capital International Investors
California
$542M +$21.6M +539,227 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$262M +$8.78M +218,884 +3%
Invesco
6
Invesco
Georgia
$235M +$9.33M +232,647 +4%
MPI
7
Mairs & Power Inc
Minnesota
$211M +$7.1M +177,028 +3%
Principal Financial Group
8
Principal Financial Group
Iowa
$198M -$14.3M -357,831 -7%
CIP
9
Champlain Investment Partners
Vermont
$175M +$40.5M +1,010,935 +30%
ProShare Advisors
10
ProShare Advisors
Maryland
$174M +$17.9M +445,993 +11%
Morgan Stanley
11
Morgan Stanley
New York
$171M +$19.6M +489,851 +13%
First Trust Advisors
12
First Trust Advisors
Illinois
$129M -$1.21M -30,138 -0.9%
Northern Trust
13
Northern Trust
Illinois
$116M -$8.72M -217,439 -7%
Renaissance Technologies
14
Renaissance Technologies
New York
$107M +$7.08M +176,500 +7%
Stifel Financial
15
Stifel Financial
Missouri
$94.2M +$4.01M +100,004 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$88.8M +$1.71M +42,541 +2%
Gates Foundation Trust
17
Gates Foundation Trust
Washington
$88.3M
Goldman Sachs
18
Goldman Sachs
New York
$79.5M +$34.8M +868,278 +78%
UBS AM
19
UBS AM
Illinois
$77.8M
Legal & General Group
20
Legal & General Group
United Kingdom
$75.6M -$3.78M -94,374 -5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$73.1M +$1.12M +27,941 +2%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$71.3M -$3.37M -84,019 -5%
Charles Schwab
23
Charles Schwab
California
$64M +$842K +20,996 +1%
TIA
24
Tandem Investment Advisors
South Carolina
$61.6M +$29.8M +741,861 +94%
CS
25
Credit Suisse
Switzerland
$60.2M +$2.54M +63,447 +4%

HRL Hedge Fund Activity: Q2 2023 in Review

646 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q2 2023, worth a combined $9.16B — up 1.8% from $9B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of HRL and 58 opened new positions — a net loss of 19 holders — while 206 trimmed existing stakes and 269 added.

The largest buyer was Champlain Investment Partners, adding an estimated $40.5M. The largest seller was BlackRock, cutting an estimated $50.7M.

  • 646 institutional investors held Hormel Foods (HRL) as of Q2 2023, down from 666 in Q1 2023.
  • Funds reported $9.16B of Hormel Foods stock for Q2 2023, up 1.8% quarter-over-quarter.
  • 58 funds opened new Hormel Foods positions in Q2 2023 and 77 closed out, a net change of -19 holders.
  • The largest Hormel Foods buyer in Q2 2023 was Champlain Investment Partners, an estimated $40.5M added.
  • The largest Hormel Foods seller in Q2 2023 was BlackRock, an estimated $50.7M sold.

Based on aggregated 13F filings for Q2 2023.