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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
EGM
301
Engineers Gate Manager
New York
$2.27M +$555K +3,686 +35%
CAS
302
Cascadia Advisory Services
Oregon
$2.26M +$2.15M +14,302 New
CTC
303
Central Trust Company
Missouri
$2.26M +$3.01K +20 +0.1%
SPFA
304
Summit Place Financial Advisors
New Jersey
$2.24M +$18.8K +125 +0.9%
MCM
305
Mengis Capital Management
Oregon
$2.2M
BF
306
BOK Financial
Oklahoma
$2.2M -$1.14M -7,545 -35%
Public Sector Pension Investment Board (PSP Investments)
307
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.19M +$343K +2,280 +20%
DIA
308
Dean Investment Associates
Ohio
$2.19M -$13.9K -92 -0.7%
Capital Fund Management (CFM)
309
Capital Fund Management (CFM)
France
$2.18M +$2.07M +13,766 New
KeyBank National Association
310
KeyBank National Association
Ohio
$2.16M +$2.71K +18 +0.1%
PS
311
Pensionfund Sabic
Netherlands
$2.12M -$151K -1,000 -7%
CCM
312
Cinctive Capital Management
New York
$2.12M -$44K -292 -2%
GAM
313
Griffin Asset Management
New York
$2.12M +$5.27K +35 +0.3%
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$113K +749 +6%
TI
315
Trexquant Investment
Connecticut
$2.08M +$433K +2,873 +28%
CA
316
Cetera Advisors
Colorado
$2.08M +$384K +2,550 +24%
DP
317
Dearborn Partners
Illinois
$2.07M -$59.8K -397 -3%
FWCM
318
Ferguson Wellman Capital Management
Oregon
$2.07M +$14.5K +96 +0.7%
AAMU
319
AEGON Asset Management (UK)
United Kingdom
$2.05M -$81.6K -542 -4%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$2.05M +$99.2K +659 +5%
Vontobel Holding
321
Vontobel Holding
Switzerland
$1.99M +$1.25M +8,270 +190%
MCM
322
Murphy Capital Management
New Jersey
$1.99M -$3.46K -23 -0.2%
SAM
323
Securian Asset Management
Minnesota
$1.99M -$69K -458 -4%
ClearBridge Investments
324
ClearBridge Investments
New York
$1.98M -$37.6K -250 -2%
GWM
325
Geneos Wealth Management
Colorado
$1.98M +$1.05K +7 +0.1%

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.