Hershey
HSY
1,037 hedge funds and large institutions have $18.6B invested in Hershey in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 308 reducing their positions, and 72 closing their positions.
53% more call options, than puts
Call options by funds: $202M | Put options by funds: $132M
22% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 72
10% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 308
0.8% more ownership
Funds ownership: 74.78% → 75.59% (+0.8%)
0% more funds holding
Funds holding: 1,034 → 1,037 (+3)
2% less capital invested
Capital invested by funds: $19B → $18.6B (-$412M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$138M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$65.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$55.5M |
| 4 |
Millennium Management
New York
|
+$50.7M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$144M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$86.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$73.8M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$68.7M |
| 5 |
JP Morgan Chase
New York
|
-$68.1M |
HSY Hedge Fund Activity: Q3 2021 in Review
1,037 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2021, worth a combined $18.6B — down 2.2% from $19B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new HSY positions and 72 closed out — a net gain of 16 holders — while 338 added to existing stakes and 308 trimmed.
The largest buyer was Bank of America, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $144M.
- 1,037 institutional investors held Hershey (HSY) as of Q3 2021, up from 1,034 in Q2 2021.
- Funds reported $18.6B of Hershey stock for Q3 2021, down 2.2% quarter-over-quarter.
- 88 funds opened new Hershey positions in Q3 2021 and 72 closed out, a net change of +16 holders.
- The largest Hershey buyer in Q3 2021 was Bank of America, an estimated $138M added.
- The largest Hershey seller in Q3 2021 was BlackRock, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2021.