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1,034 hedge funds and large institutions have $19B invested in Hershey in 2021 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 340 increasing their positions, 296 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $260M | Put options by funds: $151M

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 296

10% more capital invested

Capital invested by funds: $17.3B → $19B (+$1.65B)

3% more funds holding

Funds holding: 1,0031,034 (+31)

0.27% less ownership

Funds ownership: 75.05%74.78% (-0.27%)

Holders
1,034
Holders Change
+31
Holders Change %
+3.09%
% of All Funds
18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
119
Increased
340
Reduced
296
Closed
81
Calls
$260M
Puts
$151M
Net Calls
+$109M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
451
Cerity Partners
New York
$1.02M -$17.5K -104 -2%
BCM
452
Brookstone Capital Management
Illinois
$1.01M +$149K +883 +18%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$994K +$15K +89 +2%
LOAMS
454
Lombard Odier Asset Management (Switzerland)
Switzerland
$987K +$593K +3,524 +164%
PP
455
Prudential plc
United Kingdom
$986K +$213K +1,267 +29%
TWP
456
Tempus Wealth Planning
California
$985K +$952K +5,654 New
CAG
457
Csenge Advisory Group
Florida
$983K -$4.38K -26 -0.5%
GC
458
Gratus Capital
Georgia
$983K
GJIC
459
Gamble Jones Investment Counsel
California
$975K
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$975K
VIA
461
Vident Investment Advisory
Georgia
$969K -$2.18M -12,943 -70%
CB
462
Community Bank
New York
$962K -$15.5K -92 -2%
BC
463
Bartlett & Co
Ohio
$958K -$16.8K -100 -2%
BCWM
464
Bartlett & Co Wealth Management
Ohio
$958K -$16.8K -100 -2%
MSFS
465
Main Street Financial Solutions
Pennsylvania
$946K -$5.73K -34 -0.6%
HTC
466
Haverford Trust Company
Pennsylvania
$940K
WDA
467
Wendell David Associates
New Hampshire
$927K
WTC
468
WhitTier Trust Company
Nevada
$927K
SLI
469
Sumitomo Life Insurance
Japan
$926K -$153K -908 -15%
Walleye Trading
470
Walleye Trading
New York
$914K +$883K +5,245 New
GVAG
471
Great Valley Advisor Group
Delaware
$912K +$168 +1 +0%
HWAM
472
Hennion & Walsh Asset Management
New Jersey
$905K +$53.9K +320 +7%
LT
473
Lindsell Train
United Kingdom
$888K
TCM
474
Twin Capital Management
Pennsylvania
$883K -$62.3K -370 -7%
CCM
475
Chilton Capital Management
Texas
$871K

HSY Hedge Fund Activity: Q2 2021 in Review

1,034 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2021, worth a combined $19B — up 9.5% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HSY positions and 81 closed out — a net gain of 38 holders — while 340 added to existing stakes and 296 trimmed.

The largest buyer was Macquarie Group, adding an estimated $128M. The largest seller was BlackRock, cutting an estimated $110M.

  • 1,034 institutional investors held Hershey (HSY) as of Q2 2021, up from 1,003 in Q1 2021.
  • Funds reported $19B of Hershey stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 119 funds opened new Hershey positions in Q2 2021 and 81 closed out, a net change of +38 holders.
  • The largest Hershey buyer in Q2 2021 was Macquarie Group, an estimated $128M added.
  • The largest Hershey seller in Q2 2021 was BlackRock, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2021.