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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
VFA
426
Voya Financial Advisors
Connecticut
$992K +$52.2K +353 +6%
SLI
427
Sumitomo Life Insurance
Japan
$989K -$102K -688 -10%
AP
428
Advisor Partners
California
$973K +$20.4K +138 +2%
WEPOG
429
Wealth Enhancement & Preservation of GA
Georgia
$961K +$933K +6,306 New
FNT
430
First National Trust
Pennsylvania
$953K -$87.5K -591 -9%
AI
431
AdvisorShares Investments
Maryland
$951K +$132K +893 +17%
Cerity Partners
432
Cerity Partners
New York
$939K -$13.6K -92 -1%
HNB
433
Huntington National Bank
Ohio
$920K -$67K -453 -7%
RHDIC
434
R.H. Dinel Investment Counsel
California
$918K
LS
435
Livforsakringsbolaget Skandia
Sweden
$908K
TYCC
436
Texas Yale Capital Corp
Florida
$904K
V
437
Veritable
Delaware
$903K -$26.5K -179 -3%
RCM
438
RB Capital Management
Nevada
$901K +$30.5K +206 +4%
NAG
439
Northstar Advisory Group
New Jersey
$899K +$874K +5,904 New
AAM
440
Azzad Asset Management
Virginia
$895K +$23.8K +161 +3%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$893K -$7.4K -50 -0.8%
EWM
442
Empirical Wealth Management
Washington
$885K -$37.6K -254 -4%
SP
443
Symmetry Partners
Connecticut
$883K
CAG
444
Csenge Advisory Group
Florida
$881K +$30.8K +208 +4%
SC
445
Scotia Capital
Ontario, Canada
$875K +$185K +1,251 +28%
GJIC
446
Gamble Jones Investment Counsel
California
$868K +$14.8K +100 +2%
RC
447
Roundview Capital
New Jersey
$867K
CB
448
Community Bank
New York
$865K -$5.18K -35 -0.6%
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$865K +$840K +5,678 New
GC
450
Gratus Capital
Georgia
$860K -$8.88K -60 -1%

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.