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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
HIC
476
Harvey Investment Company
Kentucky
$747K +$88.8K +600 +14%
IIM
477
Ipswich Investment Management
Massachusetts
$735K
KFS
478
Kurt F. Somerville
$731K
MHC
479
Meyer Handelman Company
New York
$731K
OWP
480
Obermeyer Wealth Partners
Colorado
$722K
BCM
481
Brookstone Capital Management
Illinois
$702K +$12K +81 +2%
SC
482
Savant Capital
Illinois
$694K -$603K -4,078 -47%
OTPPB
483
Ontario Teachers' Pension Plan Board
Ontario, Canada
$689K -$1.06M -7,176 -61%
DTL
484
Dynamic Technology Lab
Singapore
$687K -$708K -4,782 -51%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$687K +$257K +1,739 +63%
Impax Asset Management Group
486
Impax Asset Management Group
United Kingdom
$684K -$6.9M -46,603 -91%
FCB
487
First Command Bank
Texas
$680K -$7.4K -50 -1%
FCFS
488
First Command Financial Services
Texas
$680K -$7.4K -50 -1%
FPS
489
Fieldpoint Private Securities
Connecticut
$673K +$2.66K +18 +0.4%
PP
490
Prudential plc
United Kingdom
$673K +$3.4K +23 +0.5%
ESCM
491
Echo Street Capital Management
New York
$673K +$654K +4,420 New
ISL
492
Ingalls & Snyder LLC
New York
$672K
MSFS
493
Main Street Financial Solutions
Pennsylvania
$672K +$653K +4,413 New
BBA
494
BLB&B Advisors
Pennsylvania
$666K -$14.8K -100 -2%
FMBTD
495
First Midwest Bank Trust Division
Illinois
$665K -$47.9K -324 -7%
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$664K -$1.7M -11,469 -72%
FC
497
FORA Capital
Florida
$664K +$250K +1,692 +63%
DCM
498
Dupont Capital Management
Delaware
$649K -$228K -1,541 -27%
RIM
499
Redpoint Investment Management
Australia
$649K
Vontobel Holding
500
Vontobel Holding
Switzerland
$648K +$642K +4,342 New

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.