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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
MC
401
Moors & Cabot
Massachusetts
$1.1M
LIM
402
Longfellow Investment Management
Massachusetts
$1.1M +$1.07M +7,198 New
OAM
403
Occidental Asset Management
California
$1.09M +$89.2K +603 +9%
Daiwa Securities Group
404
Daiwa Securities Group
Japan
$1.09M +$17.6K +119 +2%
AF
405
Alerus Financial
North Dakota
$1.08M +$1.05M +7,113 New
RWA
406
Ropes Wealth Advisors
Massachusetts
$1.08M -$3.11K -21 -0.3%
UB
407
UMB Bank
Missouri
$1.08M +$5.03K +34 +0.5%
SCA
408
Stonebridge Capital Advisors
Minnesota
$1.07M +$40.2K +272 +4%
TCM
409
Twin Capital Management
Pennsylvania
$1.07M -$26.6K -180 -3%
B
410
BP
United Kingdom
$1.06M -$874K -5,906 -46%
RWM
411
RKL Wealth Management
Pennsylvania
$1.06M -$98K -662 -9%
PTC
412
Philadelphia Trust Company
Pennsylvania
$1.06M
LCOV
413
London Company of Virginia
Virginia
$1.04M
PGFC
414
Peapack-Gladstone Financial Corp
New Jersey
$1.04M +$192K +1,300 +23%
Nomura Holdings
415
Nomura Holdings
Japan
$1.04M +$471K +3,180 +87%
SFG
416
Summit Financial Group
West Virginia
$1.04M +$44.4K +300 +5%
Jane Street
417
Jane Street
New York
$1.03M -$3.51M -23,742 -78%
GTCM
418
Gyon Technologies Capital Management
New Jersey
$1.02M +$995K +6,721 New
Mercer Global Advisors
419
Mercer Global Advisors
Colorado
$1.02M -$147K -996 -13%
DT
420
Diversified Trust
Tennessee
$1.02M -$30.2K -204 -3%
AC
421
Athanor Capital
New York
$1.02M +$989K +6,686 New
PAG
422
Private Advisor Group
New Jersey
$1.01M +$204K +1,380 +26%
MML Investors Services
423
MML Investors Services
Massachusetts
$1.01M +$56.8K +384 +6%
LD
424
Lipe & Dalton
New York
$998K +$148 +1 +0%
4WM
425
44 Wealth Management
Oregon
$998K +$969K +6,549 New

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.