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Winton Capital Management’s Hershey HSY Stock Holding History

Winton Capital Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$93.6M Sell
896,472
-73,002
-8% -$7.47M 0.65% 12
2013
Q4 		$94.3M Buy
969,474
+87,787
+10% +$8.44M 0.85% 4
2013
Q3 		$81.6M Buy
881,687
+119,003
+16% +$11.1M 0.98% 1
2013
Q2 		$68.1M Buy
+762,684
New +$67.4M 0.82% 4

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winton Capital Management's HSY Position: Q1 2014 in Review

Winton Capital Management reduced its Hershey (HSY) stake by 7.5% in Q1 2014, selling an estimated $7.47M and leaving 896,472 shares worth $93.6M. The position accounts for 0.65% of the portfolio, ranked #12.

Winton Capital Management first reported a position in HSY in Q2 2013 and has held it in 4 quarters since. The position peaked at $94.3M in Q4 2013. 669 funds tracked by Wall St. Rank hold HSY as of Q1 2014.

  • Winton Capital Management held 896,472 shares of Hershey worth $93.6M as of Q1 2014.
  • Winton Capital Management sold 73,002 Hershey shares in Q1 2014, an estimated $7.47M.
  • Hershey made up 0.65% of Winton Capital Management's portfolio in Q1 2014, its #12 holding.
  • Winton Capital Management first reported a position in Hershey in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Hershey position peaked at $94.3M in Q4 2013.
  • 669 funds tracked by Wall St. Rank held Hershey as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.