Hershey
894 hedge funds and large institutions have $15.2B invested in Hershey in 2019 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 304 increasing their positions, 292 reducing their positions, and 55 closing their positions.
85% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 55
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
17% more capital invested
Capital invested by funds: $13B → $15.2B (+$2.22B)
4% more funds holding
Funds holding: 859 → 894 (+35)
4% more repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 292
0.27% more ownership
Funds ownership: 76.87% → 77.14% (+0.27%)
24% less call options, than puts
Call options by funds: $257M | Put options by funds: $340M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$205M |
| 2 |
Renaissance Technologies
New York
|
+$202M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$129M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.3M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$61.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTC
Hershey Trust Company
Hershey,
Pennsylvania
|
-$477M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$153M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$96.4M |
| 4 |
JP Morgan Chase
New York
|
-$52.2M |
| 5 |
SI
Scharf Investments
Los Gatos,
California
|
-$50.4M |
HSY Hedge Fund Activity: Q2 2019 in Review
894 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2019, worth a combined $15.2B — up 17% from $13B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new HSY positions and 55 closed out — a net gain of 47 holders — while 304 added to existing stakes and 292 trimmed.
The largest buyer was APG Asset Management, adding an estimated $205M. The largest seller was Hershey Trust Company, cutting an estimated $477M.
- 894 institutional investors held Hershey (HSY) as of Q2 2019, up from 859 in Q1 2019.
- Funds reported $15.2B of Hershey stock for Q2 2019, up 17% quarter-over-quarter.
- 102 funds opened new Hershey positions in Q2 2019 and 55 closed out, a net change of +47 holders.
- The largest Hershey buyer in Q2 2019 was APG Asset Management, an estimated $205M added.
- The largest Hershey seller in Q2 2019 was Hershey Trust Company, an estimated $477M sold.
Based on aggregated 13F filings for Q2 2019.