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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
Neuberger Berman Group
301
Neuberger Berman Group
New York
$1.65M +$1.31M +11,941 +460%
Brown Advisory
302
Brown Advisory
Maryland
$1.64M -$37.2K -338 -2%
SO
303
STRS Ohio
Ohio
$1.64M -$683K -6,206 -30%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$1.64M -$110K -1,000 -6%
FAAS
305
First Allied Advisory Services
California
$1.63M +$20.5K +186 +1%
SAM
306
Securian Asset Management
Minnesota
$1.62M -$1.21K -11 -0.1%
PS
307
Pensionfund Sabic
Netherlands
$1.61M – – –
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
$1.61M +$1.56M +14,200 New
DADC
309
D.A. Davidson & Co
Montana
$1.61M +$118K +1,075 +8%
WCM
310
Wallace Capital Management
Texas
$1.6M -$19K -173 -1%
OC
311
Oppenheimer & Co
New York
$1.6M +$53.5K +486 +4%
TFA
312
Transamerica Financial Advisors
Florida
$1.59M +$80.8K +734 +6%
MME
313
Meag Munich Ergo
Germany
$1.58M +$745K +6,767 +97%
AAC
314
Asset Advisors Corp
Georgia
$1.57M – – –
MYAM
315
Meiji Yasuda Asset Management
Japan
$1.57M +$50.6K +460 +3%
MCIM
316
Meadow Creek Investment Management
Georgia
$1.56M +$56.1K +510 +4%
HCM
317
Howland Capital Management
Massachusetts
$1.56M -$22K -200 -1%
Baird Financial Group
318
Baird Financial Group
Wisconsin
$1.54M +$15.2K +138 +1%
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$1.54M +$66K +600 +5%
DZ Bank
320
DZ Bank
Germany
$1.52M +$434K +3,949 +42%
FNFDCM
321
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.52M – – –
OI
322
Oakbrook Investments
Illinois
$1.51M +$50.1K +455 +4%
JIC
323
Johnson Investment Counsel
Ohio
$1.5M -$47.3K -430 -3%
Natixis Advisors
324
Natixis Advisors
Massachusetts
$1.47M +$83.7K +761 +6%
First Manhattan
325
First Manhattan
New York
$1.45M – – –
11 12
13
14 15

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.