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1,003 hedge funds and large institutions have $17.3B invested in Hershey in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 331 increasing their positions, 328 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

2% more funds holding

Funds holding: 9881,003 (+15)

2% more call options, than puts

Call options by funds: $112M | Put options by funds: $110M

2% more capital invested

Capital invested by funds: $17B → $17.3B (+$294M)

1% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 328

0.59% more ownership

Funds ownership: 74.46%75.05% (+0.59%)

Holders
1,003
Holders Change
+15
Holders Change %
+1.52%
% of All Funds
17.61%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
83
Increased
331
Reduced
328
Closed
62
Calls
$112M
Puts
$110M
Net Calls
+$1.96M
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$138M -$2.17M -14,419 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$133M +$43.6M +289,378 +52%
Morgan Stanley
28
Morgan Stanley
New York
$133M -$4.5M -29,889 -3%
WRF
29
Waddell & Reed Financial
Kansas
$126M +$11.3M +74,991 +10%
Citadel Advisors
30
Citadel Advisors
Florida
$122M -$128M -851,161 -52%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$116M -$4.39M -29,141 -4%
MAMU
32
Marathon Asset Management (UK)
United Kingdom
$113M +$3.11M +20,660 +3%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$112M -$47.1K -313 -0%
Charles Schwab
34
Charles Schwab
California
$106M +$329K +2,187 +0.3%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$103M +$78.1M +518,579 +400%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$92.9M -$2.6M -17,234 -3%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$91.6M +$787K +5,223 +0.9%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$90.4M +$24.4M +161,878 +39%
PPA
39
Parametric Portfolio Associates
Washington
$82.9M +$2.51M +16,638 +3%
Lazard Asset Management
40
Lazard Asset Management
New York
$82.8M -$2.52M -16,736 -3%
AAMU
41
Amundi Asset Management US
Massachusetts
$82.5M +$14.2M +94,395 +22%
Stifel Financial
42
Stifel Financial
Missouri
$80.1M +$4.09M +27,148 +6%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$79.7M -$3.11M -20,683 -4%
KBC Group
44
KBC Group
Belgium
$79.2M -$5.17M -34,320 -6%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$78M +$13.7M +90,799 +23%
Mawer Investment Management
46
Mawer Investment Management
Alberta, Canada
$77.1M -$6.63M -44,011 -8%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$76.8M -$2.58M -17,114 -3%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$74.9M -$8.62M -57,259 -11%
JP Morgan Chase
49
JP Morgan Chase
New York
$72.1M +$19.9M +132,269 +41%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$70.8M +$1.45M +9,628 +2%

HSY Hedge Fund Activity: Q1 2021 in Review

1,003 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2021, worth a combined $17.3B — up 1.7% from $17B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HSY positions and 62 closed out — a net gain of 21 holders — while 331 added to existing stakes and 328 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $128M.

  • 1,003 institutional investors held Hershey (HSY) as of Q1 2021, up from 988 in Q4 2020.
  • Funds reported $17.3B of Hershey stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 83 funds opened new Hershey positions in Q1 2021 and 62 closed out, a net change of +21 holders.
  • The largest Hershey buyer in Q1 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Hershey seller in Q1 2021 was Citadel Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2021.