We are live on ! Find out more

988 hedge funds and large institutions have $17B invested in Hershey in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 298 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $15.6B → $17B (+$1.47B)

7% more funds holding

Funds holding: 925988 (+63)

1% more call options, than puts

Call options by funds: $155M | Put options by funds: $153M

0.45% less ownership

Funds ownership: 74.9%74.46% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 307

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
988
Holders Change
+63
Holders Change %
+6.81%
% of All Funds
17.48%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
140
Increased
298
Reduced
307
Closed
63
Calls
$155M
Puts
$153M
Net Calls
+$1.85M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
226
Utah Retirement Systems
Utah
$4.5M +$178K +1,200 +4%
SG Americas Securities
227
SG Americas Securities
New York
$4.47M +$2.58M +17,438 +147%
SAM
228
Silvercrest Asset Management
New York
$4.45M -$499K -3,375 -10%
RBA
229
Richard Bernstein Advisors
New York
$4.42M
CBT
230
Central Bank & Trust
Kentucky
$4.41M -$46.6K -315 -1%
ANTB
231
AMG National Trust Bank
Colorado
$4.38M -$954K -6,450 -18%
AIM
232
Achmea Investment Management
Netherlands
$4.35M -$1.74M -11,776 -29%
FAF
233
Första AP-fonden
Sweden
$4.25M -$59.2K -400 -1%
HEIP
234
Hudson Edge Investment Partners
New Jersey
$4.21M +$27.8K +188 +0.7%
TAIM
235
Te Ahumairangi Investment Management
New Zealand
$4.12M +$59.2K +400 +2%
State of Tennessee, Department of Treasury
236
State of Tennessee, Department of Treasury
Tennessee
$4.03M -$487K -3,289 -11%
UIM
237
USS Investment Management
United Kingdom
$4.02M +$237K +1,600 +6%
IG
238
ING Group
Netherlands
$3.96M +$363K +2,453 +10%
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$3.93M -$213K -1,441 -5%
BMSSC
240
B. Metzler seel. Sohn & Co
Germany
$3.91M +$3.76M +25,417 New
ProShare Advisors
241
ProShare Advisors
Maryland
$3.89M +$203K +1,374 +6%
Two Sigma Advisers
242
Two Sigma Advisers
New York
$3.88M -$6.73M -45,500 -64%
BFA
243
Benedict Financial Advisors
Georgia
$3.88M +$47.4K +320 +1%
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$3.87M -$141K -955 -4%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$3.86M +$878K +5,931 +31%
JIC
246
Johnson Investment Counsel
Ohio
$3.85M -$400K -2,705 -10%
Creative Planning
247
Creative Planning
Kansas
$3.83M +$348K +2,352 +10%
TPSF
248
Texas Permanent School Fund
Texas
$3.82M -$291K -1,968 -7%
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$3.79M -$103K -697 -3%
MSL
250
Mackay Shields LLC
New York
$3.77M -$26.5K -179 -0.7%

HSY Hedge Fund Activity: Q4 2020 in Review

988 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2020, worth a combined $17B — up 9.5% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new HSY positions and 63 closed out — a net gain of 77 holders — while 298 added to existing stakes and 307 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $165M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 988 institutional investors held Hershey (HSY) as of Q4 2020, up from 925 in Q3 2020.
  • Funds reported $17B of Hershey stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 140 funds opened new Hershey positions in Q4 2020 and 63 closed out, a net change of +77 holders.
  • The largest Hershey buyer in Q4 2020 was Citadel Advisors, an estimated $165M added.
  • The largest Hershey seller in Q4 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2020.