We are live on ! Find out more

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
T
351
TOBAM
France
$1.58M -$7.11M -48,035 -82%
TI
352
Trexquant Investment
Connecticut
$1.56M +$1.07M +7,200 +234%
CGH
353
Crossmark Global Holdings
Texas
$1.56M -$56.4K -381 -4%
BSW
354
Buckingham Strategic Wealth
Missouri
$1.56M +$90.1K +609 +6%
HCM
355
Howland Capital Management
Massachusetts
$1.55M
YAM
356
Yacktman Asset Management
Texas
$1.55M
HPCM
357
Hunter Perkins Capital Management
Illinois
$1.55M +$1.51M +10,200 New
WI
358
WBI Investments
New Jersey
$1.55M +$1.5M +10,166 New
AAIM
359
Asset Advisors Investment Management
Georgia
$1.54M
LIM
360
Leavell Investment Management
Alabama
$1.53M +$740 +5 +0%
DCP
361
Distillate Capital Partners
Illinois
$1.53M +$1.5M +10,168 New
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$1.42M +9,594 +2,166%
BST
363
Bath Savings Trust
Maine
$1.51M -$87.5K -591 -6%
AWA
364
Aaron Wealth Advisors
Illinois
$1.5M +$1.46M +9,842 New
VanEck Associates
365
VanEck Associates
New York
$1.49M +$74.7K +505 +5%
UH
366
Unigestion Holding
Switzerland
$1.48M -$15.4M -103,976 -91%
FWIA
367
Fort Washington Investment Advisors
Ohio
$1.48M
PFS
368
Physicians Financial Services
North Carolina
$1.47M -$91K -615 -6%
First Manhattan
369
First Manhattan
New York
$1.46M
WIA
370
Wealthstreet Investment Advisors
Texas
$1.46M -$7.4K -50 -0.5%
LOIM
371
Liberty One Investment Management
Illinois
$1.44M +$76.2K +515 +6%
CNAM
372
Campbell Newman Asset Management
Wisconsin
$1.43M
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$1.43M -$14.8K -100 -1%
SIM
374
Sentry Investment Management
Wisconsin
$1.43M
Simplex Trading
375
Simplex Trading
Illinois
$1.43M +$598K +4,041 +76%

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.