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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
AAM
451
Azzad Asset Management
Virginia
$930K +$301 +2 +0%
FC
452
FORA Capital
Florida
$914K +$214K +1,419 +33%
CAG
453
Csenge Advisory Group
Florida
$907K -$15.1K -100 -2%
FNT
454
First National Trust
Pennsylvania
$899K -$85.7K -569 -9%
GC
455
Gratus Capital
Georgia
$893K
Cetera Investment Advisers
456
Cetera Investment Advisers
Illinois
$891K -$7.08K -47 -0.8%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$889K -$36.7K -244 -4%
CB
458
Community Bank
New York
$888K -$9.04K -60 -1%
GJIC
459
Gamble Jones Investment Counsel
California
$886K -$15.1K -100 -2%
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$886K
BCWM
461
Bartlett & Co Wealth Management
Ohio
$885K +$7.38K +49 +0.9%
BC
462
Bartlett & Co
Ohio
$885K +$7.38K +49 +0.9%
BFS
463
Bradley Foster & Sargent
Connecticut
$880K +$12.3K +82 +1%
MSFS
464
Main Street Financial Solutions
Pennsylvania
$865K +$159K +1,054 +24%
TCM
465
Twin Capital Management
Pennsylvania
$860K -$238K -1,580 -23%
EOJOAM
466
E. Ohman J:or Asset Management
Sweden
$854K +$377K +2,500 +86%
HTC
467
Haverford Trust Company
Pennsylvania
$854K -$8.28K -55 -1%
SC
468
Scotia Capital
Ontario, Canada
$844K -$61.3K -407 -7%
B
469
BP
United Kingdom
$843K -$251K -1,664 -24%
WTC
470
WhitTier Trust Company
Nevada
$842K
WDA
471
Wendell David Associates
New Hampshire
$841K +$3.77K +25 +0.5%
SEC
472
Seven Eight Capital
New York
$838K
CI
473
Cigna Investments
Connecticut
$838K +$22K +146 +3%
WANY
474
Wealthspire Advisors (New York)
New York
$831K +$265K +1,761 +50%
GVAG
475
Great Valley Advisor Group
Delaware
$828K +$301 +2 +0%

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.