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618 hedge funds and large institutions have $11.9B invested in Hershey in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 183 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

6% more funds holding

Funds holding: 584618 (+34)

1.17% less ownership

Funds ownership: 76.23%75.07% (-1.2%)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.7B)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 218

29% less call options, than puts

Call options by funds: $44.5M | Put options by funds: $62.3M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
618
Holders Change
+34
Holders Change %
+5.82%
% of All Funds
17.94%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
73
Increased
183
Reduced
218
Closed
34
Calls
$44.5M
Puts
$62.3M
Net Calls
-$17.8M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
451
Advisors Asset Management
Colorado
$354K +$76.3K +794 +28%
SF
452
Synovus Financial
Georgia
$353K -$2.4K -25 -0.7%
ECM
453
Everence Capital Management
Indiana
$353K
PAM
454
PartnerRe Asset Management
Connecticut
$351K -$19.7K -205 -5%
SPC
455
Stewart & Patten Company
California
$350K
CC
456
Cipher Capital
New York
$348K +$344K +3,579 New
KT
457
Kanaly Trust
Texas
$345K
ISB
458
Iowa State Bank
Iowa
$343K
BC
459
Bartlett & Co
Ohio
$342K +$385 +4 +0.1%
WB
460
WesBanco Bank
West Virginia
$341K
Thrivent Financial for Lutherans
461
Thrivent Financial for Lutherans
Minnesota
$340K
CLOS
462
Compagnie Lombard Odier SCmA
Switzerland
$337K +$333K +3,466 New
WFM
463
Wilmington Funds Management
Delaware
$334K -$115K -1,200 -26%
SC
464
SouthState Corp
Florida
$332K +$42.5K +442 +15%
MWAC
465
Mariner Wealth Advisors (Cincinnati)
Ohio
$326K +$322K +3,350 New
PGFC
466
Peapack-Gladstone Financial Corp
New Jersey
$326K
WTIM
467
Wilmington Trust Investment Management
Delaware
$321K
RMDI
468
R.M. Davis Inc
Maine
$317K
WAM
469
Wolverine Asset Management
Illinois
$316K +$38.5K +400 +14%
IGIM
470
I.G. Investment Management
Manitoba, Canada
$316K +$118K +1,231 +61%
CFA
471
Cahill Financial Advisors
Minnesota
$314K +$310K +3,222 New
Natixis Advisors
472
Natixis Advisors
Massachusetts
$311K -$50.8K -528 -14%
CYG
473
Clean Yield Group
Vermont
$311K
AIP
474
Ameritas Investment Partners
Nebraska
$310K
BBA
475
BLB&B Advisors
Pennsylvania
$310K +$306K +3,185 New