Hershey
772 hedge funds and large institutions have $11.3B invested in Hershey in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 226 increasing their positions, 301 reducing their positions, and 90 closing their positions.
2.49% more ownership
Funds ownership: 74.12% → 76.62% (+2.5%)
4% less funds holding
Funds holding: 805 → 772 (-33)
10% less capital invested
Capital invested by funds: $12.6B → $11.3B (-$1.3B)
25% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 301
28% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 90
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
43% less call options, than puts
Call options by funds: $44.4M | Put options by funds: $77.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$260M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$171M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$80.1M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$59.2M |
| 5 |
Renaissance Technologies
New York
|
+$43.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$171M |
| 2 |
BlackRock
New York
|
-$101M |
| 3 |
Goldman Sachs
New York
|
-$39.9M |
| 4 |
Two Sigma Advisers
New York
|
-$36.2M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$35.9M |
HSY Hedge Fund Activity: Q1 2018 in Review
772 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2018, worth a combined $11.3B — down 10% from $12.6B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of HSY and 65 opened new positions — a net loss of 25 holders — while 301 trimmed existing stakes and 226 added.
The largest buyer was Fidelity Investments, adding an estimated $260M. The largest seller was Amundi Asset Management US, cutting an estimated $171M.
- 772 institutional investors held Hershey (HSY) as of Q1 2018, down from 805 in Q4 2017.
- Funds reported $11.3B of Hershey stock for Q1 2018, down 10% quarter-over-quarter.
- 65 funds opened new Hershey positions in Q1 2018 and 90 closed out, a net change of -25 holders.
- The largest Hershey buyer in Q1 2018 was Fidelity Investments, an estimated $260M added.
- The largest Hershey seller in Q1 2018 was Amundi Asset Management US, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2018.