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1,003 hedge funds and large institutions have $17.3B invested in Hershey in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 331 increasing their positions, 328 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

2% more funds holding

Funds holding: 9881,003 (+15)

2% more call options, than puts

Call options by funds: $112M | Put options by funds: $110M

2% more capital invested

Capital invested by funds: $17B → $17.3B (+$294M)

1% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 328

0.59% more ownership

Funds ownership: 74.46%75.05% (+0.59%)

Holders
1,003
Holders Change
+15
Holders Change %
+1.52%
% of All Funds
17.61%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
83
Increased
331
Reduced
328
Closed
62
Calls
$112M
Puts
$110M
Net Calls
+$1.96M
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$3.6M +$204K +1,357 +6%
KTM
252
Keeler Thomas Management
Utah
$3.58M +$1.11M +7,355 +48%
NAG
253
Northstar Advisory Group
New Jersey
$3.58M +$2.52M +16,741 +284%
O
254
Ossiam
France
$3.58M -$13.2M -87,829 -80%
PGA
255
Portland Global Advisors
Maine
$3.57M +$34.6K +230 +1%
BOCM
256
Bontempo Ohly Capital Management
Maryland
$3.55M +$204K +1,357 +6%
FT
257
Fiduciary Trust
Massachusetts
$3.46M -$3.77K -25 -0.1%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$3.42M +$2.6M +17,243 +395%
FQ
259
First Quadrant
California
$3.37M
CTA
260
Colonial Trust Advisors
South Carolina
$3.34M +$130K +865 +4%
HWA
261
Heritage Way Advisors
Illinois
$3.33M -$14K -93 -0.4%
WBC
262
Westpac Banking Corp
Australia
$3.32M +$15.1K +100 +0.5%
IA
263
IndexIQ Advisors
New York
$3.31M +$2.84M +18,845 +916%
AI
264
Atria Investments
North Carolina
$3.28M +$452K +3,002 +17%
DIP
265
DT Investment Partners
Pennsylvania
$3.27M -$355K -2,355 -10%
UR
266
USCA RIA
Texas
$3.25M +$3.09M +20,546 New
IG
267
ING Group
Netherlands
$3.25M -$827K -5,490 -21%
PDN
268
Pensionfund DSM Netherlands
Netherlands
$3.21M +$301K +2,000 +11%
SGI
269
Summit Global Investments
Utah
$3.2M -$1.77M -11,727 -37%
ACM
270
Argyle Capital Management
Pennsylvania
$3.17M
BRCM
271
Bright Rock Capital Management
Massachusetts
$3.16M
FBC
272
Fairfield, Bush & Co
Connecticut
$3.16M
QIM
273
Quantitative Investment Management
Virginia
$3.14M +$1.86M +12,340 +164%
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$3.08M +$442K +2,932 +18%
MOACM
275
Mutual of America Capital Management
New York
$3.01M +$53.2K +353 +2%

HSY Hedge Fund Activity: Q1 2021 in Review

1,003 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2021, worth a combined $17.3B — up 1.7% from $17B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HSY positions and 62 closed out — a net gain of 21 holders — while 331 added to existing stakes and 328 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $128M.

  • 1,003 institutional investors held Hershey (HSY) as of Q1 2021, up from 988 in Q4 2020.
  • Funds reported $17.3B of Hershey stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 83 funds opened new Hershey positions in Q1 2021 and 62 closed out, a net change of +21 holders.
  • The largest Hershey buyer in Q1 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Hershey seller in Q1 2021 was Citadel Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2021.