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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
WAM
326
World Asset Management
Michigan
$1.45M -$108K -978 -7%
COPPSERS
327
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.43M +$124K +1,127 +10%
SCA
328
Stonebridge Capital Advisors
Minnesota
$1.43M +$52.8K +480 +4%
ST
329
Smithfield Trust
Pennsylvania
$1.42M +$2.75K +25 +0.2%
QT
330
Quantbot Technologies
New York
$1.41M +$905K +8,227 +196%
FCI
331
Financial Counselors Inc
Kansas
$1.41M +$663K +6,025 +94%
TMAM
332
Tokio Marine Asset Management
Japan
$1.4M -$181K -1,646 -12%
MA
333
Marshwinds Advisory
Georgia
$1.4M – – –
BG
334
Bahl & Gaynor
Ohio
$1.37M -$135K -1,230 -9%
FB
335
Fulton Bank
Pennsylvania
$1.37M -$148K -1,345 -10%
CTC
336
Central Trust Company
Missouri
$1.36M – – –
WA
337
Waverly Advisors
Alabama
$1.35M +$30.3K +275 +2%
CAM
338
Carret Asset Management
New York
$1.35M – – –
N
339
Natixis
France
$1.32M +$1.28M +11,619 New
ACM
340
Azimuth Capital Management
Michigan
$1.32M -$231K -2,100 -15%
Truist Financial
341
Truist Financial
North Carolina
$1.32M -$64.5K -586 -5%
BI
342
Boulegeris Investments
Georgia
$1.31M -$22K -200 -2%
CTA
343
Chesley Taft & Associates
Illinois
$1.3M – – –
TBA
344
Tower Bridge Advisors
Pennsylvania
$1.3M – – –
EP
345
Elkfork Partners
Oregon
$1.29M +$46.2K +420 +4%
GI
346
GAMCO Investors
Connecticut
$1.28M – – –
BNP Paribas Asset Management
347
BNP Paribas Asset Management
France
$1.28M -$3.03M -27,549 -71%
WBC
348
Westpac Banking Corp
Australia
$1.27M +$63.9K +581 +5%
BKA
349
Brick & Kyle Associates
Pennsylvania
$1.27M – – –
GWM
350
Geneos Wealth Management
Colorado
$1.27M -$111K -1,013 -8%
12 13
14
15 16

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.