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Hershey
HSY

805 hedge funds and large institutions have $12.6B invested in Hershey in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 254 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

26% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $62M

6% more funds holding

Funds holding: 757 → 805 (+48)

5% more capital invested

Capital invested by funds: $11.9B → $12.6B (+$653M)

2.11% more ownership

Funds ownership: 72.01% → 74.12% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 235

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
18.26%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
110
Increased
254
Reduced
235
Closed
55
Calls
$78.1M
Puts
$62M
Net Calls
+$16M
Net Calls Change
-$3.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$253M
2
SI
Scharf Investments
California
+$86.5M
3
Invesco
Invesco
Georgia
+$80.3M
4
American Century Companies
American Century Companies
Missouri
+$65.2M
5
APG Asset Management
APG Asset Management
Netherlands
+$64.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$203M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$122M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.5M
4
LCM
Laurion Capital Management
New York
-$82.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$55.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRCM
251
Bright Rock Capital Management
Massachusetts
$2.46M – – –
LS
252
Livforsakringsbolaget Skandia
Sweden
$2.44M -$198K -1,800 -8%
DnB Asset Management
253
DnB Asset Management
Norway
$2.38M – – –
BFA
254
Benedict Financial Advisors
Georgia
$2.34M +$48.6K +442 +2%
XK
255
Xact Kapitalforvaltning
Sweden
$2.29M +$169K +1,534 +8%
FBT
256
First Bankers Trust
Kentucky
$2.28M – – –
FBC
257
Fairfield, Bush & Co
Connecticut
$2.27M – – –
BST
258
Bath Savings Trust
Maine
$2.25M +$205K +1,863 +10%
MSA
259
Mason Street Advisors
Wisconsin
$2.23M +$3.74K +34 +0.2%
KeyBank National Association
260
KeyBank National Association
Ohio
$2.2M -$257K -2,335 -11%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$2.18M -$10.2K -93 -0.5%
BOCM
262
Bontempo Ohly Capital Management
Maryland
$2.15M +$394K +3,580 +20%
PGA
263
Portland Global Advisors
Maine
$2.14M – – –
MSV
264
MN Services Vermogensbeheer
Netherlands
$2.12M -$154K -1,400 -6%
EI
265
Elkhorn Investments
Illinois
$2.08M +$2.04M +18,554 New
AB
266
Amalgamated Bank
New York
$2.06M +$151K +1,374 +8%
NPP
267
New Potomac Partners
Maryland
$2.04M +$1.97M +17,925 New
KCM
268
Kornitzer Capital Management
Kansas
$2.03M +$141K +1,280 +8%
CC
269
Cognios Capital
Kansas
$2.03M +$75.4K +685 +4%
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
$2.02M +$1.96M +17,844 New
MOACM
271
Mutual of America Capital Management
New York
$2.01M +$107K +975 +6%
SW
272
SVB Wealth
Massachusetts
$2M -$99.9K -908 -5%
NEI
273
Northwest & Ethical Investments
Ontario, Canada
$2M – – –
MCM
274
Murphy Capital Management
New Jersey
$1.98M -$22K -200 -1%
CB
275
Commerce Bank
Missouri
$1.97M +$145K +1,314 +8%
9 10
11
12 13

HSY Hedge Fund Activity: Q4 2017 in Review

805 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2017, worth a combined $12.6B — up 5.5% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HSY positions and 55 closed out — a net gain of 55 holders — while 254 added to existing stakes and 235 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was D.E. Shaw & Co, cutting an estimated $203M.

  • 805 institutional investors held Hershey (HSY) as of Q4 2017, up from 757 in Q3 2017.
  • Funds reported $12.6B of Hershey stock for Q4 2017, up 5.5% quarter-over-quarter.
  • 110 funds opened new Hershey positions in Q4 2017 and 55 closed out, a net change of +55 holders.
  • The largest Hershey buyer in Q4 2017 was BlackRock, an estimated $253M added.
  • The largest Hershey seller in Q4 2017 was D.E. Shaw & Co, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2017.