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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
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$1.87M -$2.07K -14 -0.1%
NB
327
Norinchukin Bank
Japan
$1.84M -$43.4K -293 -2%
CAM
328
Carret Asset Management
New York
$1.83M
Wealthfront Advisers
329
Wealthfront Advisers
California
$1.82M +$28.4K +192 +2%
RB
330
Rodgers Brothers
Pennsylvania
$1.82M
EAM
331
Eukles Asset Management
Ohio
$1.81M +$36.1K +244 +2%
OPPTF
332
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.8M -$273K -1,842 -13%
FNFDCM
333
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.79M
Public Sector Pension Investment Board (PSP Investments)
334
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M -$925K -6,250 -35%
JGC
335
J. Goldman & Co
New York
$1.76M -$36.2M -244,445 -95%
SW
336
SlateStone Wealth
Florida
$1.76M -$14.8K -100 -0.9%
AAS
337
Avantax Advisory Services
Texas
$1.72M -$909K -6,143 -35%
ST
338
Smithfield Trust
Pennsylvania
$1.66M
FL
339
Fort LP
Maryland
$1.66M +$378K +2,552 +31%
DADC
340
D.A. Davidson & Co
Montana
$1.65M -$171K -1,156 -10%
FCI
341
Financial Counselors Inc
Kansas
$1.64M -$54.5K -368 -3%
BC
342
Burney Company
Virginia
$1.62M -$6.96K -47 -0.4%
EGM
343
Engineers Gate Manager
New York
$1.62M -$2.3M -15,554 -59%
GT
344
Greenleaf Trust
Michigan
$1.62M +$7.4K +50 +0.5%
Walleye Trading
345
Walleye Trading
New York
$1.61M +$1.57M +10,600 New
CA
346
Cetera Advisors
Colorado
$1.61M +$269K +1,819 +21%
FB
347
Fulton Bank
Pennsylvania
$1.61M +$10.4K +70 +0.7%
EMPI
348
Elo Mutual Pension Insurance
Finland
$1.6M +$1.55M +10,481 New
ACM
349
Azimuth Capital Management
Michigan
$1.59M -$14.8K -100 -0.9%
HA
350
Hamel Associates
New Jersey
$1.58M -$29.6K -200 -2%

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.