Hershey
HSY
859 hedge funds and large institutions have $13B invested in Hershey in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 64 closing their positions.
30% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 64
29% more repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 251
13% more capital invested
Capital invested by funds: $11.5B → $13B (+$1.5B)
3.34% more ownership
Funds ownership: 73.53% → 76.87% (+3.3%)
1% more funds holding
Funds holding: 847 → 859 (+12)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
69% less call options, than puts
Call options by funds: $78.9M | Put options by funds: $258M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$98.2M |
| 2 |
JP Morgan Chase
New York
|
+$81.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$68.7M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$43M |
| 5 |
BlackRock
New York
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$128M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$88.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.5M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$62.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$29.5M |
HSY Hedge Fund Activity: Q1 2019 in Review
859 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2019, worth a combined $13B — up 13% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new HSY positions and 64 closed out — a net gain of 19 holders — while 324 added to existing stakes and 251 trimmed.
The largest buyer was Invesco, adding an estimated $98.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $128M sold.
- 859 institutional investors held Hershey (HSY) as of Q1 2019, up from 847 in Q4 2018.
- Funds reported $13B of Hershey stock for Q1 2019, up 13% quarter-over-quarter.
- 83 funds opened new Hershey positions in Q1 2019 and 64 closed out, a net change of +19 holders.
- The largest Hershey buyer in Q1 2019 was Invesco, an estimated $98.2M added.
- The largest Hershey seller in Q1 2019 was Citadel Advisors, an estimated $128M sold.
Based on aggregated 13F filings for Q1 2019.