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618 hedge funds and large institutions have $11.9B invested in Hershey in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 183 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

6% more funds holding

Funds holding: 584618 (+34)

1.17% less ownership

Funds ownership: 76.23%75.07% (-1.2%)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.7B)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 218

29% less call options, than puts

Call options by funds: $44.5M | Put options by funds: $62.3M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
618
Holders Change
+34
Holders Change %
+5.82%
% of All Funds
17.94%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
73
Increased
183
Reduced
218
Closed
34
Calls
$44.5M
Puts
$62.3M
Net Calls
-$17.8M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
351
Zurich Cantonal Bank
Switzerland
$879K +$97.5K +1,014 +13%
ST
352
Smithfield Trust
Pennsylvania
$854K -$194K -2,020 -19%
SIM
353
Sentry Investment Management
Wisconsin
$836K +$183K +1,900 +28%
SHA
354
Smith Hayes Advisers
Nebraska
$821K +$39.1K +407 +5%
TH
355
Timber Hill
Connecticut
$817K +$808K +8,402 New
ODCM
356
Old Dominion Capital Management
Virginia
$813K +$6.73K +70 +0.8%
JIC
357
Johnson Investment Counsel
Ohio
$796K +$567K +5,900 +257%
TYCC
358
Texas Yale Capital Corp
Florida
$790K
CCA
359
Catalyst Capital Advisors
New York
$778K
FAM
360
Foothills Asset Management
Arizona
$772K +$763K +7,940 New
MC
361
Mathes Company
New York
$758K +$48.1K +500 +7%
AF
362
Arrow Financial
New York
$741K +$10.1K +105 +1%
MIU
363
Man Investments (UK)
United Kingdom
$730K +$722K +7,510 New
WA
364
WFG Advisors
Texas
$725K +$12.1K +126 +2%
BF
365
BOK Financial
Oklahoma
$723K +$61.1K +636 +9%
TNBTD
366
Trustmark National Bank Trust Department
Mississippi
$711K -$2.4K -25 -0.3%
WSTAM
367
Wilbanks Smith & Thomas Asset Management
Virginia
$708K +$192 +2 +0%
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$702K -$1.4M -14,550 -67%
CFB
369
Cullen/Frost Bankers
Texas
$697K -$209K -2,169 -23%
CEP
370
Chicago Equity Partners
Illinois
$695K -$7.11M -73,915 -91%
PWLP
371
Prio Wealth Limited Partnership
Massachusetts
$692K
JPMIA
372
J.P. Marvel Investment Advisors
Massachusetts
$681K
IC
373
InterOcean Capital
Illinois
$650K
RB
374
Rodgers Brothers
Pennsylvania
$649K
AIM
375
abrdn Investment Management
United Kingdom
$642K +$16.5K +172 +3%