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1,034 hedge funds and large institutions have $19B invested in Hershey in 2021 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 340 increasing their positions, 296 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $260M | Put options by funds: $151M

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 296

10% more capital invested

Capital invested by funds: $17.3B → $19B (+$1.65B)

3% more funds holding

Funds holding: 1,0031,034 (+31)

0.27% less ownership

Funds ownership: 75.05%74.78% (-0.27%)

Holders
1,034
Holders Change
+31
Holders Change %
+3.09%
% of All Funds
18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
119
Increased
340
Reduced
296
Closed
81
Calls
$260M
Puts
$151M
Net Calls
+$109M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$158M -$8.59M -51,004 -5%
APG Asset Management
27
APG Asset Management
Netherlands
$153M +$1.63M +9,700 +0.9%
American Century Companies
28
American Century Companies
Missouri
$142M -$12.9M -76,331 -9%
Morgan Stanley
29
Morgan Stanley
New York
$142M -$4.45M -26,437 -3%
AQR Capital Management
30
AQR Capital Management
Connecticut
$141M -$10.4M -61,951 -7%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$139M +$12.6M +74,853 +10%
Macquarie Group
32
Macquarie Group
Australia
$133M +$128M +760,380 +17,356%
Deutsche Bank
33
Deutsche Bank
Germany
$133M -$57.4M -340,678 -31%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$132M +$8.44M +50,115 +7%
Amundi
35
Amundi
France
$130M +$125M +743,564 New
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$121M +$47.5M +282,119 +68%
Charles Schwab
37
Charles Schwab
California
$118M +$1.63M +9,654 +1%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$117M +$33.5M +198,909 +42%
Swiss National Bank
39
Swiss National Bank
Switzerland
$104M -$87.9M -521,897 -47%
Lazard Asset Management
40
Lazard Asset Management
New York
$97.9M +$6.47M +38,393 +7%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$97.3M -$4.85M -28,786 -5%
PPA
42
Parametric Portfolio Associates
Washington
$95.2M +$3.72M +22,064 +4%
Holocene Advisors
43
Holocene Advisors
New York
$93.8M +$33.2M +197,368 +58%
Stifel Financial
44
Stifel Financial
Missouri
$92.6M +$4.25M +25,253 +5%
KBC Group
45
KBC Group
Belgium
$90.8M +$3.52M +20,930 +4%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$90.5M +$3.51M +20,830 +4%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$83.3M -$4.34M -25,746 -5%
VAM
48
Vontobel Asset Management
New York
$82.5M +$11.7M +69,572 +18%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$79.1M -$6.59M -39,110 -8%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$78.7M +$729K +4,331 +1%

HSY Hedge Fund Activity: Q2 2021 in Review

1,034 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2021, worth a combined $19B — up 9.5% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HSY positions and 81 closed out — a net gain of 38 holders — while 340 added to existing stakes and 296 trimmed.

The largest buyer was Macquarie Group, adding an estimated $128M. The largest seller was BlackRock, cutting an estimated $110M.

  • 1,034 institutional investors held Hershey (HSY) as of Q2 2021, up from 1,003 in Q1 2021.
  • Funds reported $19B of Hershey stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 119 funds opened new Hershey positions in Q2 2021 and 81 closed out, a net change of +38 holders.
  • The largest Hershey buyer in Q2 2021 was Macquarie Group, an estimated $128M added.
  • The largest Hershey seller in Q2 2021 was BlackRock, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2021.