Hershey
806 hedge funds and large institutions have $11.3B invested in Hershey in 2018 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 224 increasing their positions, 285 reducing their positions, and 60 closing their positions.
45% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 60
8% more capital invested
Capital invested by funds: $10.4B → $11.3B (+$872M)
2% more funds holding
Funds holding: 789 → 806 (+17)
0.87% less ownership
Funds ownership: 75.4% → 74.53% (-0.87%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
21% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 285
55% less call options, than puts
Call options by funds: $74.6M | Put options by funds: $165M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$130M |
| 2 |
Bank of New York Mellon
New York
|
+$66.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$57.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$82.9M |
| 2 |
Newport Trust Company
Washington,
District of Columbia
|
-$78.1M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$67.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$46.9M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$39.6M |
HSY Hedge Fund Activity: Q3 2018 in Review
806 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2018, worth a combined $11.3B — up 8.4% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new HSY positions and 60 closed out — a net gain of 27 holders — while 224 added to existing stakes and 285 trimmed.
The largest buyer was BlackRock, adding an estimated $130M. The largest seller was Invesco, cutting an estimated $82.9M.
- 806 institutional investors held Hershey (HSY) as of Q3 2018, up from 789 in Q2 2018.
- Funds reported $11.3B of Hershey stock for Q3 2018, up 8.4% quarter-over-quarter.
- 87 funds opened new Hershey positions in Q3 2018 and 60 closed out, a net change of +27 holders.
- The largest Hershey buyer in Q3 2018 was BlackRock, an estimated $130M added.
- The largest Hershey seller in Q3 2018 was Invesco, an estimated $82.9M sold.
Based on aggregated 13F filings for Q3 2018.