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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
CI
326
CX Institutional
Indiana
$1.98M +$1.84M +12,244 +4,535%
Wealthfront Advisers
327
Wealthfront Advisers
California
$1.97M +$69.9K +464 +4%
FCI
328
Financial Counselors Inc
Kansas
$1.96M +$248K +1,645 +15%
OPPTF
329
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.94M +$75.5K +501 +4%
NB
330
Norinchukin Bank
Japan
$1.93M +$17.3K +115 +1%
WCM
331
Wallace Capital Management
Texas
$1.93M -$105K -699 -6%
EAM
332
Eukles Asset Management
Ohio
$1.92M +$33.6K +223 +2%
CAM
333
Carret Asset Management
New York
$1.9M
ICG
334
InterOcean Capital Group
Tennessee
$1.89M -$147K -979 -8%
RB
335
Rodgers Brothers
Pennsylvania
$1.89M
FNFDCM
336
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.86M
SW
337
SlateStone Wealth
Florida
$1.85M +$20.5K +136 +1%
FBT
338
First Bankers Trust
Kentucky
$1.85M -$242K -1,606 -12%
SIP
339
Stoneridge Investment Partners
Pennsylvania
$1.85M +$1.76M +11,691 New
TRSOTSOK
340
Teachers Retirement System of the State of Kentucky
Kentucky
$1.83M -$113K -750 -6%
KIA
341
KCM Investment Advisors
California
$1.82M +$1.3M +8,651 +303%
VanEck Associates
342
VanEck Associates
New York
$1.81M +$255K +1,690 +17%
FL
343
Fort LP
Maryland
$1.81M +$83.4K +554 +5%
TRCT
344
Tower Research Capital (TRC)
New York
$1.8M +$963K +6,392 +127%
VVP
345
Venture Visionary Partners
Ohio
$1.8M +$1.22M +8,079 +243%
DTL
346
Dynamic Technology Lab
Singapore
$1.78M +$1.02M +6,775 +150%
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$1.78M +$1.34M +8,903 +374%
Impax Asset Management Group
348
Impax Asset Management Group
United Kingdom
$1.78M +$1.02M +6,752 +150%
AAS
349
Avantax Advisory Services
Texas
$1.76M -$29.8K -198 -2%
SM
350
Sciencast Management
New Jersey
$1.74M +$1.64M +10,877 New

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.