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
GG
376
Gofen & Glossberg
Illinois
$1.42M
Jennison Associates
377
Jennison Associates
New York
$1.42M +$1.38M +9,311 New
AFA
378
Abacus FCF Advisors
Florida
$1.41M -$129K -870 -8%
AB
379
Amalgamated Bank
New York
$1.41M -$6.36K -43 -0.5%
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$1.4M -$1.05M -7,072 -43%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$1.4M +$252K +1,700 +23%
KRS
382
Kentucky Retirement Systems
Kentucky
$1.38M +$66.9K +452 +5%
LIA
383
LS Investment Advisors
Michigan
$1.37M +$11.5K +78 +0.9%
JWBC
384
J.W. Burns & Co
New York
$1.36M
WC
385
Westhampton Capital
North Carolina
$1.33M -$11.1K -75 -0.8%
OSIA
386
O'Shares Investment Advisers
Massachusetts
$1.33M +$116K +783 +10%
CAN
387
Cetera Advisor Networks
California
$1.32M -$80.2K -542 -6%
LC
388
LCNB Corp
Ohio
$1.3M
HCM
389
Hutner Capital Management
Vermont
$1.3M +$444 +3 +0%
IIA
390
ICW Investment Advisors
Arizona
$1.29M -$26.3K -178 -2%
W
391
Wealthquest
Ohio
$1.29M
ABC
392
Associated Banc-Corp
Wisconsin
$1.25M -$1.48K -10 -0.1%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$1.23M
JPMIA
394
J.P. Marvel Investment Advisors
Massachusetts
$1.22M
TBA
395
Tower Bridge Advisors
Pennsylvania
$1.22M +$400K +2,700 +51%
CI Investments Inc
396
CI Investments Inc
Ontario, Canada
$1.21M +$411K +2,775 +54%
PSUF
397
People's United Financial
Connecticut
$1.2M -$51.5K -348 -4%
SMC
398
Smith, Moore & Co
Missouri
$1.16M -$15.1K -102 -1%
QIM
399
Quantitative Investment Management
Virginia
$1.15M +$167K +1,127 +18%
ASN
400
Advisory Services Network
Georgia
$1.11M +$124K +836 +13%

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.