Smithfield Foods
244 hedge funds and large institutions have $1.31B invested in Smithfield Foods in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 27 closing their positions.
170% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 27
47% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 62
23% more capital invested
Capital invested by funds: $1.06B → $1.31B (+$244M)
21% more funds holding
Funds holding: 202 → 244 (+42)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$67.7M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$55M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$26.2M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$15.3M |
| 5 |
BlackRock
New York
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$46.7M |
| 2 |
Millennium Management
New York
|
-$37.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34.3M |
| 4 |
Walleye Capital
New York
|
-$12.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12.6M |
SFD Hedge Fund Activity: Q1 2026 in Review
244 of the 8,187 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: 73 funds opened new SFD positions and 27 closed out — a net gain of 46 holders — while 91 added to existing stakes and 62 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.
- 244 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.
- 73 funds opened new Smithfield Foods positions in Q1 2026 and 27 closed out, a net change of +46 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.