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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
WIA
376
Wealthstreet Investment Advisors
Texas
$1.51M
CNAM
377
Campbell Newman Asset Management
Wisconsin
$1.49M
TCM
378
Teza Capital Management
Illinois
$1.48M +$1.41M +9,381 New
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$1.48M
GG
380
Gofen & Glossberg
Illinois
$1.48M
AAIM
381
Asset Advisors Investment Management
Georgia
$1.45M -$151K -1,000 -10%
GAM
382
Gotham Asset Management
New York
$1.45M -$872K -5,790 -39%
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$1.44M -$15.1K -100 -1%
EAM
384
Erste Asset Management
Austria
$1.44M +$1.34M +8,930 New
GTCM
385
Gyon Technologies Capital Management
New Jersey
$1.42M +$341K +2,264 +34%
JWBC
386
J.W. Burns & Co
New York
$1.41M
CGH
387
Crossmark Global Holdings
Texas
$1.41M -$203K -1,350 -13%
Jane Street
388
Jane Street
New York
$1.41M +$320K +2,128 +31%
HCM
389
Hutner Capital Management
Vermont
$1.4M +$49.4K +328 +4%
AB
390
Amalgamated Bank
New York
$1.4M -$61.1K -406 -4%
WC
391
Westhampton Capital
North Carolina
$1.39M
OSIA
392
O'Shares Investment Advisers
Massachusetts
$1.38M -$4.07K -27 -0.3%
IIA
393
ICW Investment Advisors
Arizona
$1.38M +$15.7K +104 +1%
KRS
394
Kentucky Retirement Systems
Kentucky
$1.37M -$55.1K -366 -4%
Jennison Associates
395
Jennison Associates
New York
$1.37M -$102K -676 -7%
LC
396
LCNB Corp
Ohio
$1.35M
W
397
Wealthquest
Ohio
$1.34M
SO
398
STRS Ohio
Ohio
$1.34M -$1.64M -10,874 -56%
YIH
399
Y-Intercept (HK)
Hong Kong
$1.33M +$969K +6,431 +331%
MML Investors Services
400
MML Investors Services
Massachusetts
$1.3M +$244K +1,622 +25%

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.