Hershey
HSY
1,137 hedge funds and large institutions have $21B invested in Hershey in 2021 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 367 increasing their positions, 331 reducing their positions, and 61 closing their positions.
187% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 61
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
33% more call options, than puts
Call options by funds: $187M | Put options by funds: $140M
13% more capital invested
Capital invested by funds: $18.6B → $21B (+$2.39B)
11% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 331
10% more funds holding
Funds holding: 1,037 → 1,137 (+100)
0.66% less ownership
Funds ownership: 75.59% → 74.92% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$90.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.1M |
| 3 |
Millennium Management
New York
|
+$57.2M |
| 4 |
VRS
Virginia Retirement Systems
Richmond,
Virginia
|
+$42.9M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$186M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$177M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$110M |
| 4 |
Holocene Advisors
New York
|
-$96.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$96.4M |
HSY Hedge Fund Activity: Q4 2021 in Review
1,137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2021, worth a combined $21B — up 13% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new HSY positions and 61 closed out — a net gain of 114 holders — while 367 added to existing stakes and 331 trimmed.
The largest buyer was Ameriprise, adding an estimated $90.2M. The largest seller was Marathon Asset Management (UK), exiting entirely with an estimated $186M sold.
- 1,137 institutional investors held Hershey (HSY) as of Q4 2021, up from 1,037 in Q3 2021.
- Funds reported $21B of Hershey stock for Q4 2021, up 13% quarter-over-quarter.
- 175 funds opened new Hershey positions in Q4 2021 and 61 closed out, a net change of +114 holders.
- The largest Hershey buyer in Q4 2021 was Ameriprise, an estimated $90.2M added.
- The largest Hershey seller in Q4 2021 was Marathon Asset Management (UK), an estimated $186M sold.
Based on aggregated 13F filings for Q4 2021.