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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
JF
476
Jump Financial
Illinois
$809K +$770K +5,113 New
LT
477
Lindsell Train
United Kingdom
$807K
IB
478
Intrust Bank
Kansas
$793K -$13.4K -89 -2%
DW
479
Domani Wealth
Pennsylvania
$791K -$3.31K -22 -0.4%
CCM
480
Chilton Capital Management
Texas
$791K
OPW
481
Oxler Private Wealth
New York
$790K
IRF
482
IBM Retirement Fund
New York
$786K -$76.2K -506 -9%
Two Sigma Investments
483
Two Sigma Investments
New York
$783K -$15M -99,716 -95%
EH
484
Equitable Holdings
New York
$783K +$3.16K +21 +0.4%
CCMD
485
Cypress Capital Management (Delaware)
Delaware
$779K -$2.47M -16,375 -77%
HT
486
Heritage Trust
Oklahoma
$779K -$2.71K -18 -0.4%
PPSG
487
Princeton Portfolio Strategies Group
New Jersey
$777K -$11.9K -79 -2%
AFG
488
Allegheny Financial Group
Pennsylvania
$772K -$13.4K -89 -2%
HWAM
489
Hennion & Walsh Asset Management
New Jersey
$771K +$734K +4,876 New
BCM
490
Brookstone Capital Management
Illinois
$770K +$39.3K +261 +6%
AWA
491
Aaron Wealth Advisors
Illinois
$768K -$751K -4,984 -51%
KFS
492
Kurt F. Somerville
$759K
MHC
493
Meyer Handelman Company
New York
$759K
SP
494
Symmetry Partners
Connecticut
$751K -$158K -1,048 -18%
CAM
495
Costello Asset Management
Pennsylvania
$751K +$306K +2,030 +75%
BFM
496
Boston Financial Management
Massachusetts
$747K -$8.34M -55,392 -92%
OWP
497
Obermeyer Wealth Partners
Colorado
$746K -$3.92K -26 -0.5%
LIA
498
LS Investment Advisors
Michigan
$740K -$650K -4,314 -48%
DC
499
Davenport & Co
Virginia
$728K +$90.7K +602 +15%
SC
500
Savant Capital
Illinois
$724K +$2.41K +16 +0.4%

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.