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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
Kayne Anderson Rudnick Investment Management
451
Kayne Anderson Rudnick Investment Management
California
$853K
LI
452
Lafayette Investments
Maryland
$852K +$258K +1,746 +45%
BCWM
453
Bartlett & Co Wealth Management
Ohio
$845K -$3.7K -25 -0.4%
BC
454
Bartlett & Co
Ohio
$845K -$3.7K -25 -0.4%
SEC
455
Seven Eight Capital
New York
$838K -$1.33M -9,000 -62%
BFS
456
Bradley Foster & Sargent
Connecticut
$835K
IRF
457
IBM Retirement Fund
New York
$834K +$101K +683 +14%
HTC
458
Haverford Trust Company
Pennsylvania
$831K
LFG
459
Lazard Frères Gestion
France
$817K +$792K +5,350 New
WTC
460
WhitTier Trust Company
Nevada
$811K
WDA
461
Wendell David Associates
New Hampshire
$807K +$7.4K +50 +1%
GVAG
462
Great Valley Advisor Group
Delaware
$797K +$148 +1 +0%
CI
463
Cigna Investments
Connecticut
$786K +$61.4K +415 +9%
SC
464
SRB Corp
Massachusetts
$780K +$758K +5,121 New
MAM
465
Mastrapasqua Asset Management
Tennessee
$779K -$131K -885 -15%
LT
466
Lindsell Train
United Kingdom
$777K
IB
467
Intrust Bank
Kansas
$777K +$56.7K +383 +8%
DW
468
Domani Wealth
Pennsylvania
$766K -$27.1K -183 -4%
TRCT
469
Tower Research Capital (TRC)
New York
$764K -$353K -2,383 -32%
CCM
470
Chilton Capital Management
Texas
$762K
OPW
471
Oxler Private Wealth
New York
$761K +$740K +5,000 New
PPSG
472
Princeton Portfolio Strategies Group
New Jersey
$760K -$65.4K -442 -8%
AFG
473
Allegheny Financial Group
Pennsylvania
$757K +$735K +4,968 New
HT
474
Heritage Trust
Oklahoma
$754K
EH
475
Equitable Holdings
New York
$751K -$64.4K -435 -8%

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.