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Hormel Foods

626 hedge funds and large institutions have $8.66B invested in Hormel Foods in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 227 increasing their positions, 238 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.19% less ownership

Funds ownership: 41.69%41.5% (-0.19%)

5% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 238

3% less funds holding

Funds holding: 646626 (-20)

5% less capital invested

Capital invested by funds: $9.16B → $8.66B (-$497M)

18% less call options, than puts

Call options by funds: $60.3M | Put options by funds: $73.9M

20% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 64

Holders
626
Holders Change
-20
Holders Change %
-3.1%
% of All Funds
9.93%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
51
Increased
227
Reduced
238
Closed
64
Calls
$60.3M
Puts
$73.9M
Net Calls
-$13.6M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B -$13.7M -347,185 -1%
BlackRock
2
BlackRock
New York
$1.06B +$12.1M +306,160 +1%
State Street
3
State Street
Massachusetts
$1.01B -$48.1M -1,220,917 -4%
Capital International Investors
4
Capital International Investors
California
$541M +$29.4M +744,910 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$253M +$5.38M +136,480 +2%
Invesco
6
Invesco
Georgia
$229M +$6.52M +165,563 +3%
MPI
7
Mairs & Power Inc
Minnesota
$203M +$3.75M +95,101 +2%
CIP
8
Champlain Investment Partners
Vermont
$196M +$32.2M +817,250 +19%
ProShare Advisors
9
ProShare Advisors
Maryland
$171M +$6.12M +155,246 +4%
Principal Financial Group
10
Principal Financial Group
Iowa
$166M -$22.5M -571,148 -12%
Morgan Stanley
11
Morgan Stanley
New York
$156M -$5.78M -146,768 -3%
Northern Trust
12
Northern Trust
Illinois
$116M +$6.78M +172,110 +6%
Stifel Financial
13
Stifel Financial
Missouri
$95.5M +$6.62M +167,920 +7%
Renaissance Technologies
14
Renaissance Technologies
New York
$91.2M -$10.7M -272,676 -10%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$91.1M +$7.37M +187,094 +8%
First Trust Advisors
16
First Trust Advisors
Illinois
$90.8M -$32.5M -823,649 -26%
Gates Foundation Trust
17
Gates Foundation Trust
Washington
$83.5M
TIA
18
Tandem Investment Advisors
South Carolina
$74.5M +$16.9M +428,100 +28%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$66.6M -$2.54M -64,455 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$66.3M -$5.3M -134,561 -7%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$64.4M -$3.06M -77,750 -4%
Charles Schwab
22
Charles Schwab
California
$61.9M +$1.41M +35,731 +2%
UBS AM
23
UBS AM
Illinois
$59.2M -$15.5M -393,451 -20%
CS
24
Credit Suisse
Switzerland
$58.7M +$1.9M +48,220 +3%
Goldman Sachs
25
Goldman Sachs
New York
$55.8M -$20.1M -510,235 -26%

HRL Hedge Fund Activity: Q3 2023 in Review

626 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hormel Foods (HRL) for Q3 2023, worth a combined $8.66B — down 5.4% from $9.16B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HRL and 51 opened new positions — a net loss of 13 holders — while 238 trimmed existing stakes and 227 added.

The largest buyer was Champlain Investment Partners, adding an estimated $32.2M. The largest seller was State Street, cutting an estimated $48.1M.

  • 626 institutional investors held Hormel Foods (HRL) as of Q3 2023, down from 646 in Q2 2023.
  • Funds reported $8.66B of Hormel Foods stock for Q3 2023, down 5.4% quarter-over-quarter.
  • 51 funds opened new Hormel Foods positions in Q3 2023 and 64 closed out, a net change of -13 holders.
  • The largest Hormel Foods buyer in Q3 2023 was Champlain Investment Partners, an estimated $32.2M added.
  • The largest Hormel Foods seller in Q3 2023 was State Street, an estimated $48.1M sold.

Based on aggregated 13F filings for Q3 2023.