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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
SCM
276
Symons Capital Management
Pennsylvania
$2.99M -$397K -2,637 -12%
SPIA
277
Steward Partners Investment Advisory
New York
$2.94M +$64.6K +429 +2%
VIA
278
Vident Investment Advisory
Georgia
$2.93M +$638K +4,235 +30%
CC
279
Cipher Capital
New York
$2.92M +$2.78M +18,479 New
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.9M -$15.8K -105 -0.6%
CIA
281
CSat Investment Advisory
Michigan
$2.9M +$338K +2,247 +14%
X
282
Xponance
Pennsylvania
$2.86M -$15.2K -101 -0.6%
BAM
283
Blueshift Asset Management
New Jersey
$2.85M -$2.7M -17,947 -50%
SMG
284
Spectrum Management Group
Indiana
$2.82M +$38.7K +257 +1%
SAM
285
Stansberry Asset Management
Texas
$2.79M +$41.7K +277 +2%
CIC
286
Chilton Investment Company
Connecticut
$2.78M -$72.1K -479 -3%
BG
287
Bahl & Gaynor
Ohio
$2.72M +$63.4K +421 +3%
II
288
IFM Investors
Australia
$2.62M +$298K +1,977 +14%
OC
289
Oppenheimer & Co
New York
$2.59M -$11K -73 -0.4%
S
290
Seeyond
France
$2.58M
CS
291
Candriam SCA
Luxembourg
$2.55M
HIMCH
292
Hartford Investment Management Co (HIMCO)
Connecticut
$2.53M -$138K -919 -5%
NAM
293
Nissay Asset Management
Japan
$2.49M -$50K -332 -2%
Brown Advisory
294
Brown Advisory
Maryland
$2.49M +$292K +1,938 +14%
AAA
295
Adams Asset Advisors
Texas
$2.47M
CTA
296
Chesley Taft & Associates
Illinois
$2.45M -$3.77K -25 -0.2%
CCFCSB
297
Cape Cod Five Cents Savings Bank
Massachusetts
$2.41M +$103K +685 +5%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$2.38M -$23.6K -157 -1%
TFA
299
Toth Financial Advisory
Virginia
$2.36M +$206K +1,370 +10%
DCP
300
Distillate Capital Partners
Illinois
$2.31M +$667K +4,432 +44%

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.