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618 hedge funds and large institutions have $11.9B invested in Hershey in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 183 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

6% more funds holding

Funds holding: 584618 (+34)

1.17% less ownership

Funds ownership: 76.23%75.07% (-1.2%)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.7B)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 218

29% less call options, than puts

Call options by funds: $44.5M | Put options by funds: $62.3M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
618
Holders Change
+34
Holders Change %
+5.82%
% of All Funds
17.94%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
73
Increased
183
Reduced
218
Closed
34
Calls
$44.5M
Puts
$62.3M
Net Calls
-$17.8M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
FNB
476
First Niagara Bank
New York
$304K
IIC
477
Ironwood Investment Counsel
Arizona
$301K
BHWM
478
Bar Harbor Wealth Management
New Hampshire
$300K -$4.04K -42 -1%
FA
479
FDx Advisors
Illinois
$298K +$4.23K +44 +1%
PSI
480
Pinnacle Summer Investments
Virginia
$296K -$18.5K -192 -6%
Macquarie Group
481
Macquarie Group
Australia
$292K +$135K +1,400 +88%
SC
482
Sumit Capital
New York
$292K +$289K +3,008 New
VAM
483
Visium Asset Management
New York
$289K +$286K +2,976 New
WSCM
484
Wellington Shields Capital Management
New York
$287K -$38.4K -399 -12%
MWM
485
Modera Wealth Management
New Jersey
$287K +$2.88K +30 +1%
SAM
486
SignalPoint Asset Management
Missouri
$287K +$28.8K +300 +11%
HSA
487
HBK Sorce Advisory
Pennsylvania
$284K
CP
488
Coho Partners
Pennsylvania
$282K -$20.2K -210 -7%
HJGA
489
Hardman Johnston Global Advisors
Connecticut
$282K
PCM
490
Parsons Capital Management
Rhode Island
$277K +$4.81K +50 +2%
FNBTCON
491
First National Bank & Trust Co of Newtown
Pennsylvania
$276K -$14.4K -150 -5%
B
492
Baird
Wisconsin
$274K -$199K -2,069 -42%
HAIM
493
Hunter Associates Investment Management
Pennsylvania
$272K
CI
494
Constellation Investments
Ohio
$272K +$28.8K +300 +12%
SM
495
Stratton Management
Pennsylvania
$263K
QBFM
496
QS Batterymarch Financial Management
New York
$255K -$8.56K -89 -3%
FDCC
497
Foster Dykema Cabot & Co
Massachusetts
$253K
TCOV
498
Trust Company of Vermont
Vermont
$253K
SC
499
Schulhoff & Co
Ohio
$246K
BEAM
500
Baker Ellis Asset Management
Washington
$243K -$48.1K -500 -17%