Hershey
HSY
699 hedge funds and large institutions have $10.7B invested in Hershey in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 233 reducing their positions, and 48 closing their positions.
89% more call options, than puts
Call options by funds: $168M | Put options by funds: $88.8M
38% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 48
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3.2% more ownership
Funds ownership: 75.21% → 78.41% (+3.2%)
2% more funds holding
Funds holding: 686 → 699 (+13)
4% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 233
12% less capital invested
Capital invested by funds: $12.1B → $10.7B (-$1.44B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$311M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$161M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.5M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$45.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$277M |
| 2 |
Bank of New York Mellon
New York
|
-$90.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.8M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$50M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$39.6M |
HSY Hedge Fund Activity: Q1 2016 in Review
699 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2016, worth a combined $10.7B — down 12% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new HSY positions and 48 closed out — a net gain of 18 holders — while 242 added to existing stakes and 233 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $311M. The largest seller was JP Morgan Chase, cutting an estimated $277M.
- 699 institutional investors held Hershey (HSY) as of Q1 2016, up from 686 in Q4 2015.
- Funds reported $10.7B of Hershey stock for Q1 2016, down 12% quarter-over-quarter.
- 66 funds opened new Hershey positions in Q1 2016 and 48 closed out, a net change of +18 holders.
- The largest Hershey buyer in Q1 2016 was Royal London Asset Management, an estimated $311M added.
- The largest Hershey seller in Q1 2016 was JP Morgan Chase, an estimated $277M sold.
Based on aggregated 13F filings for Q1 2016.