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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
LCOV
426
London Company of Virginia
Virginia
$1.08M
PGFC
427
Peapack-Gladstone Financial Corp
New Jersey
$1.08M +$602 +4 +0.1%
DT
428
Diversified Trust
Tennessee
$1.08M +$19.4K +129 +2%
SFG
429
Summit Financial Group
West Virginia
$1.08M
KWM
430
Kingsview Wealth Management
Oregon
$1.07M +$785K +5,211 +338%
LS
431
Livforsakringsbolaget Skandia
Sweden
$1.07M +$120K +800 +13%
B
432
Bellecapital
Switzerland
$1.07M +$425K +2,822 +72%
NMIMC
433
Northwestern Mutual Investment Management Company
Wisconsin
$1.05M -$219K -1,453 -18%
4WM
434
44 Wealth Management
Oregon
$1.05M +$14.8K +98 +1%
AI
435
AdvisorShares Investments
Maryland
$1.05M +$59.9K +398 +6%
MC
436
Moors & Cabot
Massachusetts
$1.01M -$121K -801 -11%
AP
437
Advisor Partners
California
$1.01M +$3.46K +23 +0.4%
WCM
438
Weld Capital Management
New York
$1.01M +$964K +6,402 New
WEPOG
439
Wealth Enhancement & Preservation of GA
Georgia
$1.01M +$8.58K +57 +0.9%
TC
440
TwinBeech Capital
New York
$999K +$951K +6,318 New
LIM
441
Longfellow Investment Management
Massachusetts
$992K -$140K -932 -13%
SLI
442
Sumitomo Life Insurance
Japan
$985K -$40.1K -266 -4%
LD
443
Lipe & Dalton
New York
$981K -$52.6K -349 -5%
MAM
444
Mastrapasqua Asset Management
Tennessee
$981K +$163K +1,085 +21%
RCM
445
RB Capital Management
Nevada
$978K +$39.6K +263 +4%
RHDIC
446
R.H. Dinel Investment Counsel
California
$953K
V
447
Veritable
Delaware
$943K +$5.42K +36 +0.6%
Cerity Partners
448
Cerity Partners
New York
$941K -$32.8K -218 -4%
TYCC
449
Texas Yale Capital Corp
Florida
$939K
HNB
450
Huntington National Bank
Ohio
$933K -$21.8K -145 -2%

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.