Hershey
663 hedge funds and large institutions have $12B invested in Hershey in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 231 reducing their positions, and 59 closing their positions.
14% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 59
0% more funds holding
Funds holding: 663 → 663 (0)
0.78% less ownership
Funds ownership: 75.68% → 74.9% (-0.78%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
10% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 231
20% less capital invested
Capital invested by funds: $15.1B → $12B (-$3.07B)
35% less call options, than puts
Call options by funds: $57.5M | Put options by funds: $88.5M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$342M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$50.8M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$49M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$45.2M |
| 5 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$30.4M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$175M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$124M |
| 3 |
Renaissance Technologies
New York
|
-$104M |
| 4 |
State Street
Boston,
Massachusetts
|
-$56.2M |
| 5 |
O
OppenheimerFunds
New York
|
-$47.6M |
HSY Hedge Fund Activity: Q1 2015 in Review
663 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2015, worth a combined $12B — down 20% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new HSY positions and 59 closed out — a net gain of 8 holders — while 207 added to existing stakes and 231 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $342M. The largest seller was Citadel Advisors, exiting entirely with an estimated $175M sold.
- 663 institutional investors held Hershey (HSY) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $12B of Hershey stock for Q1 2015, down 20% quarter-over-quarter.
- 67 funds opened new Hershey positions in Q1 2015 and 59 closed out, a net change of +8 holders.
- The largest Hershey buyer in Q1 2015 was JP Morgan Chase, an estimated $342M added.
- The largest Hershey seller in Q1 2015 was Citadel Advisors, an estimated $175M sold.
Based on aggregated 13F filings for Q1 2015.