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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
Pacer Advisors
401
Pacer Advisors
Pennsylvania
$1.27M -$179K -1,186 -13%
TBA
402
Tower Bridge Advisors
Pennsylvania
$1.27M
JPMIA
403
J.P. Marvel Investment Advisors
Massachusetts
$1.26M
PAG
404
Private Advisor Group
New Jersey
$1.26M +$207K +1,375 +21%
SCA
405
Stonebridge Capital Advisors
Minnesota
$1.26M +$142K +940 +13%
LP
406
LMR Partners
United Kingdom
$1.25M +$630K +4,185 +113%
BCM
407
Bayesian Capital Management
New York
$1.23M +$1.17M +7,800 New
VFA
408
Voya Financial Advisors
Connecticut
$1.22M +$168K +1,115 +17%
SAM
409
Shell Asset Management
Netherlands
$1.22M -$9.47M -62,850 -89%
CI Investments Inc
410
CI Investments Inc
Ontario, Canada
$1.21M -$37K -246 -3%
PSUF
411
People's United Financial
Connecticut
$1.2M -$42.2K -280 -4%
RWA
412
Ropes Wealth Advisors
Massachusetts
$1.2M -$2.86K -19 -0.3%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$1.2M +$56.9K +378 +5%
AF
414
Alerus Financial
North Dakota
$1.17M +$46.8K +311 +4%
SMC
415
Smith, Moore & Co
Missouri
$1.17M -$27K -179 -2%
PHK
416
Point72 Hong Kong
Hong Kong
$1.15M +$1.1M +7,298 New
LI
417
Lafayette Investments
Maryland
$1.15M +$251K +1,666 +30%
ANBT
418
American National Bank & Trust
Texas
$1.13M +$965K +6,411 +855%
CAN
419
Cetera Advisor Networks
California
$1.12M -$238K -1,581 -18%
RC
420
Roundview Capital
New Jersey
$1.12M +$211K +1,400 +25%
UB
421
UMB Bank
Missouri
$1.12M -$1.81K -12 -0.2%
UH
422
Unigestion Holding
Switzerland
$1.12M -$401K -2,663 -27%
RWM
423
RKL Wealth Management
Pennsylvania
$1.11M +$452 +3 +0%
ASN
424
Advisory Services Network
Georgia
$1.1M -$48.9K -325 -4%
PTC
425
Philadelphia Trust Company
Pennsylvania
$1.1M

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.