We are live on ! Find out more

988 hedge funds and large institutions have $17B invested in Hershey in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 298 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $15.6B → $17B (+$1.47B)

7% more funds holding

Funds holding: 925988 (+63)

1% more call options, than puts

Call options by funds: $155M | Put options by funds: $153M

0.45% less ownership

Funds ownership: 74.9%74.46% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 307

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
988
Holders Change
+63
Holders Change %
+6.81%
% of All Funds
17.48%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
140
Increased
298
Reduced
307
Closed
63
Calls
$155M
Puts
$153M
Net Calls
+$1.85M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
26
APG Asset Management
Netherlands
$140M -$42M -283,765 -20%
AQR Capital Management
27
AQR Capital Management
Connecticut
$134M +$8.39M +56,710 +7%
Morgan Stanley
28
Morgan Stanley
New York
$132M +$38.7M +261,391 +43%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$113M -$21M -141,938 -16%
WRF
30
Waddell & Reed Financial
Kansas
$110M -$107K -723 -0.1%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$108M +$12.1M +82,099 +13%
MAMU
32
Marathon Asset Management (UK)
United Kingdom
$106M +$29.4M +198,861 +40%
Charles Schwab
33
Charles Schwab
California
$101M -$1.71M -11,534 -2%
American Century Companies
34
American Century Companies
Missouri
$93.1M -$109M -733,772 -55%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$92.1M -$9.87M -66,689 -10%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$87.4M -$1.85M -12,495 -2%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$84.8M -$14.2M -96,180 -15%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$84.2M -$7.05M -47,672 -8%
Lazard Asset Management
39
Lazard Asset Management
New York
$82.3M -$5.52M -37,306 -6%
VAM
40
Vontobel Asset Management
New York
$81M -$16.7M -112,949 -18%
Mawer Investment Management
41
Mawer Investment Management
Alberta, Canada
$81M -$420K -2,835 -0.5%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$80.9M -$1.74M -11,734 -2%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$79.9M -$877K -5,928 -1%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$78.6M +$7.8M +52,735 +11%
PPA
45
Parametric Portfolio Associates
Washington
$77.3M +$687K +4,644 +0.9%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$76.5M -$5.95M -40,203 -7%
Stifel Financial
47
Stifel Financial
Missouri
$73M +$3.73M +25,216 +6%
UBS Group
48
UBS Group
Switzerland
$68.9M +$778K +5,259 +1%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$66.7M -$2.83M -19,129 -4%
CS
50
Credit Suisse
Switzerland
$65.6M -$8.31M -56,172 -12%

HSY Hedge Fund Activity: Q4 2020 in Review

988 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2020, worth a combined $17B — up 9.5% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new HSY positions and 63 closed out — a net gain of 77 holders — while 298 added to existing stakes and 307 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $165M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 988 institutional investors held Hershey (HSY) as of Q4 2020, up from 925 in Q3 2020.
  • Funds reported $17B of Hershey stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 140 funds opened new Hershey positions in Q4 2020 and 63 closed out, a net change of +77 holders.
  • The largest Hershey buyer in Q4 2020 was Citadel Advisors, an estimated $165M added.
  • The largest Hershey seller in Q4 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2020.