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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
VIA
301
Vident Investment Advisory
Georgia
$2.17M +$34.3K +232 +2%
CTC
302
Central Trust Company
Missouri
$2.17M +$226K +1,527 +12%
SPFA
303
Summit Place Financial Advisors
New Jersey
$2.14M +$133K +900 +7%
QSS
304
Quantitative Systematic Strategies
Florida
$2.13M +$2.07M +13,959 New
DIA
305
Dean Investment Associates
Ohio
$2.12M +$67.5K +456 +3%
MCM
306
Mengis Capital Management
Oregon
$2.12M
Brown Advisory
307
Brown Advisory
Maryland
$2.1M -$105K -711 -5%
CCM
308
Cinctive Capital Management
New York
$2.08M +$1.36M +9,189 +205%
KeyBank National Association
309
KeyBank National Association
Ohio
$2.08M +$18.1K +122 +0.9%
TFA
310
Toth Financial Advisory
Virginia
$2.07M -$3.4K -23 -0.2%
PS
311
Pensionfund Sabic
Netherlands
$2.06M
DP
312
Dearborn Partners
Illinois
$2.06M +$296 +2 +0%
AAMU
313
AEGON Asset Management (UK)
United Kingdom
$2.05M
CIC
314
Cornercap Investment Counsel
Georgia
$2.04M +$1.76M +11,883 +597%
GAM
315
Griffin Asset Management
New York
$2.03M -$31.8K -215 -2%
FBT
316
First Bankers Trust
Kentucky
$2.03M
SAM
317
Securian Asset Management
Minnesota
$1.99M -$67.2K -454 -3%
FWCM
318
Ferguson Wellman Capital Management
Oregon
$1.98M
ICG
319
InterOcean Capital Group
Tennessee
$1.97M +$1.92M +12,951 New
ClearBridge Investments
320
ClearBridge Investments
New York
$1.94M
WCM
321
Wallace Capital Management
Texas
$1.93M -$32.6K -220 -2%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$262K +1,768 +16%
MCM
323
Murphy Capital Management
New Jersey
$1.92M -$60.4K -408 -3%
GWM
324
Geneos Wealth Management
Colorado
$1.91M +$284K +1,917 +19%
TRSOTSOK
325
Teachers Retirement System of the State of Kentucky
Kentucky
$1.87M -$111K -750 -6%

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.