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SFD

Smithfield Foods
SFD

243 hedge funds and large institutions have $1.31B invested in Smithfield Foods in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 27

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

23% more capital invested

Capital invested by funds: $1.06B → $1.31B (+$244M)

20% more funds holding

Funds holding: 202 → 243 (+41)

0.22% less ownership

Funds ownership: 12.13% → 11.91% (-0.22%)

39% less call options, than puts

Call options by funds: $957K | Put options by funds: $1.56M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
243
Holders Change
+41
Holders Change %
+20.3%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
72
Increased
90
Reduced
63
Closed
27
Calls
$957K
Puts
$1.56M
Net Calls
-$607K
Net Calls Change
-$278K

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$67.7M
2
LSV Asset Management
LSV Asset Management
Illinois
+$55M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$26.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$15.3M
5
BlackRock
BlackRock
New York
+$15.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$46.7M
2
Millennium Management
Millennium Management
New York
-$37.4M
3
Deutsche Bank
Deutsche Bank
Germany
-$34.3M
4
Walleye Capital
Walleye Capital
New York
-$12.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Pinnacle Associates
New York
$560K -$16.3K -678 -3%
Creative Planning
127
Creative Planning
Kansas
$558K +$480K +19,954 New
Corient Private Wealth
128
Corient Private Wealth
Florida
$544K -$200K -8,322 -30%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$541K +$10K +417 +2%
Citigroup
130
Citigroup
New York
$523K -$1.63M -67,878 -78%
New York State Common Retirement Fund
131
New York State Common Retirement Fund
New York
$515K -$135K -5,600 -23%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$514K +$442K +18,383 New
FT
133
Fiduciary Trust
Massachusetts
$493K +$424K +17,625 New
LFAS
134
Level Four Advisory Services
Texas
$486K +$114K +4,752 +38%
QCM
135
Quantinno Capital Management
New York
$483K +$415K +17,258 New
VCM
136
Voleon Capital Management
California
$480K -$493K -20,519 -54%
STA
137
Summit Trail Advisors
New York
$469K +$63.7K +2,647 +19%
Cerity Partners
138
Cerity Partners
New York
$466K +$401K +16,659 New
YIH
139
Y-Intercept (HK)
Hong Kong
$464K -$698K -29,040 -64%
PAM
140
Parvin Asset Management
South Dakota
$462K +$397K +16,500 New
SM
141
Sciencast Management
New Jersey
$459K +$394K +16,400 New
BFM
142
Boothbay Fund Management
New York
$456K +$165K +6,857 +73%
WI
143
Westbourne Investments
Virginia
$450K +$387K +16,100 New
GT
144
Glenmede Trust
Pennsylvania
$413K +$136K +5,657 +62%
MC
145
Machina Capital
France
$411K -$38.5K -1,600 -10%
Stifel Financial
146
Stifel Financial
Missouri
$408K -$173K -7,200 -33%
DA
147
Denali Advisors
California
$392K +$337K +14,025 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$385K +$298K +12,376 +899%
EGM
149
Engineers Gate Manager
New York
$366K -$1.46M -60,859 -82%
FM
150
Family Management
New York
$355K +$53.7K +2,232 +21%
4 5
6
7 8

SFD Hedge Fund Activity: Q1 2026 in Review

243 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Smithfield Foods (SFD) for Q1 2026, worth a combined $1.31B — up 23% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SFD positions and 27 closed out — a net gain of 45 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $67.7M. The largest seller was Zimmer Partners, exiting entirely with an estimated $46.7M sold.

  • 243 institutional investors held Smithfield Foods (SFD) as of Q1 2026, up from 202 in Q4 2025.
  • Funds reported $1.31B of Smithfield Foods stock for Q1 2026, up 23% quarter-over-quarter.
  • 72 funds opened new Smithfield Foods positions in Q1 2026 and 27 closed out, a net change of +45 holders.
  • The largest Smithfield Foods buyer in Q1 2026 was Two Sigma Investments, an estimated $67.7M added.
  • The largest Smithfield Foods seller in Q1 2026 was Zimmer Partners, an estimated $46.7M sold.

Based on aggregated 13F filings for Q1 2026.