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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
HighTower Advisors
251
HighTower Advisors
Illinois
$3.72M +$243K +1,644 +7%
SHGA
252
Sand Hill Global Advisors
California
$3.65M -$6.21K -42 -0.2%
DnB Asset Management
253
DnB Asset Management
Norway
$3.64M +$25.2K +170 +0.7%
AMCA
254
Arthur M. Cohen & Associates
Illinois
$3.61M -$28.6K -193 -0.8%
ACM
255
AlphaCrest Capital Management
New York
$3.54M +$45K +304 +1%
DIP
256
DT Investment Partners
Pennsylvania
$3.5M
PGA
257
Portland Global Advisors
Maine
$3.4M -$12.4K -84 -0.4%
FT
258
Fiduciary Trust
Massachusetts
$3.33M -$148 -1 -0%
SCM
259
Symons Capital Management
Pennsylvania
$3.28M -$70.6K -477 -2%
BF
260
BOK Financial
Oklahoma
$3.27M +$2.38M +16,107 +302%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$3.26M +$196K +1,326 +7%
FQ
262
First Quadrant
California
$3.25M -$21.5K -145 -0.7%
CCMD
263
Cypress Capital Management (Delaware)
Delaware
$3.25M
HWA
264
Heritage Way Advisors
Illinois
$3.22M -$34.6K -234 -1%
BOCM
265
Bontempo Ohly Capital Management
Maryland
$3.21M +$77.8K +526 +3%
WBC
266
Westpac Banking Corp
Australia
$3.18M +$35.4K +239 +1%
MSA
267
Mason Street Advisors
Wisconsin
$3.1M -$52.2K -353 -2%
MYAM
268
Meiji Yasuda Asset Management
Japan
$3.1M +$152K +1,030 +5%
PP
269
Paloma Partners
Connecticut
$3.1M -$1.89M -12,793 -39%
CTA
270
Colonial Trust Advisors
South Carolina
$3.08M +$276K +1,865 +10%
ACM
271
Argyle Capital Management
Pennsylvania
$3.06M
BRCM
272
Bright Rock Capital Management
Massachusetts
$3.05M
FBC
273
Fairfield, Bush & Co
Connecticut
$3.05M
DZ Bank
274
DZ Bank
Germany
$2.98M +$2.89M +19,530 New
SO
275
STRS Ohio
Ohio
$2.95M -$835K -5,641 -23%

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.