We are live on ! Find out more
HRL icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.12B -$9.33M -285,832 -0.8%
BlackRock
2
BlackRock
New York
$890M -$8.81M -269,986 -1%
State Street
3
State Street
Massachusetts
$858M +$2.64M +80,949 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$265M +$136M +4,170,148 +102%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$219M +$5.39M +165,088 +2%
Invesco
6
Invesco
Georgia
$213M +$20.6M +629,729 +10%
MPI
7
Mairs & Power Inc
Minnesota
$175M +$3.56M +108,944 +2%
ProShare Advisors
8
ProShare Advisors
Maryland
$165M +$21.1M +646,645 +14%
CIP
9
Champlain Investment Partners
Vermont
$162M -$3.71M -113,785 -2%
Principal Financial Group
10
Principal Financial Group
Iowa
$132M -$8.63M -264,339 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$112M +$36M +1,102,500 +46%
Goldman Sachs
12
Goldman Sachs
New York
$93.2M +$46.8M +1,434,437 +98%
Northern Trust
13
Northern Trust
Illinois
$92.6M -$5.76M -176,333 -6%
Stifel Financial
14
Stifel Financial
Missouri
$85.2M +$4.72M +144,605 +6%
First Trust Advisors
15
First Trust Advisors
Illinois
$83M +$6.41M +196,460 +8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$78.7M +$1.83M +56,189 +2%
Gates Foundation Trust
17
Gates Foundation Trust
Washington
$70.5M
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$69.1M +$49.7M +1,521,804 +242%
Norges Bank
19
Norges Bank
Norway
$62.3M +$38.7M +1,184,219 +157%
Capital International Investors
20
Capital International Investors
California
$60.8M -$402M -12,322,363 -87%
TIA
21
Tandem Investment Advisors
South Carolina
$60.4M -$2.55M -78,149 -4%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$57M +$2.68M +81,970 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$56.3M +$67.1K +2,055 +0.1%
Charles Schwab
24
Charles Schwab
California
$53.8M +$1.56M +47,839 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$53.1M -$2.96M -90,516 -5%

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.