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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
HIM
276
Hutchens Investment Management
New Hampshire
$1.96M +$78.2K +711 +4%
GIA
277
Granite Investment Advisors
New Hampshire
$1.93M +$1.87M +17,039 New
JG
278
Jefferies Group
New York
$1.92M -$3.24M -29,437 -64%
HNB
279
Huntington National Bank
Ohio
$1.91M -$461K -4,192 -20%
Cerity Partners
280
Cerity Partners
New York
$1.91M -$10.7K -97 -0.6%
Envestnet Asset Management
281
Envestnet Asset Management
Illinois
$1.9M -$252K -2,292 -12%
DekaBank Deutsche Girozentrale
282
DekaBank Deutsche Girozentrale
Germany
$1.9M – – –
NAMP
283
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.89M – – –
ECM
284
Elgethun Capital Management
South Dakota
$1.88M +$72.3K +657 +4%
CBOA
285
Commonwealth Bank of Australia
Australia
$1.87M -$66.2K -602 -4%
GAM
286
Griffin Asset Management
New York
$1.86M +$57.8K +525 +3%
BCSB
287
Bristol County Savings Bank
Massachusetts
$1.86M +$79K +718 +5%
B
288
BP
United Kingdom
$1.82M -$220K -2,000 -11%
LIA
289
LS Investment Advisors
Michigan
$1.81M +$1.14M +10,320 +183%
RFC
290
Regions Financial Corp
Alabama
$1.8M -$101K -917 -5%
HAM
291
Highstreet Asset Management
Ontario, Canada
$1.8M +$376K +3,420 +28%
SRAM
292
Stone Ridge Asset Management
New York
$1.78M +$1.73M +15,713 New
MERSOM
293
Municipal Employees' Retirement System of Michigan
Michigan
$1.77M +$1.32M +11,960 +328%
Squarepoint
294
Squarepoint
New York
$1.73M +$712K +6,472 +74%
BA
295
Boston Advisors
Massachusetts
$1.72M -$102K -925 -6%
PSUF
296
People's United Financial
Connecticut
$1.71M +$510K +4,632 +44%
CGH
297
Crossmark Global Holdings
Texas
$1.71M -$4.18K -38 -0.3%
CCM
298
Cadence Capital Management
Massachusetts
$1.68M -$112K -1,015 -6%
OPERF
299
Oregon Public Employees Retirement Fund
Oregon
$1.66M -$2.05M -18,613 -56%
QI
300
QS Investors
New York
$1.66M -$59.1K -537 -4%
10 11
12
13 14

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.