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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
CCMD
476
Cypress Capital Management (Delaware)
Delaware
$871K +$12.6K +75 +2%
OPW
477
Oxler Private Wealth
New York
$870K
AFA
478
Abacus FCF Advisors
Florida
$860K +$828K +4,914 New
DC
479
Davenport & Co
Virginia
$849K +$46.5K +276 +6%
PPSG
480
Princeton Portfolio Strategies Group
New Jersey
$847K -$8.42K -50 -1%
EH
481
Equitable Holdings
New York
$836K -$25.3K -150 -3%
MHC
482
Meyer Handelman Company
New York
$836K
MSAM
483
Moloney Securities Asset Management
Missouri
$836K +$808K +4,798 New
BFS
484
Bradley Foster & Sargent
Connecticut
$828K -$137K -811 -15%
MC
485
Maverick Capital
Texas
$827K +$800K +4,749 New
AWA
486
Aaron Wealth Advisors
Illinois
$822K -$22.6K -134 -3%
OWP
487
Obermeyer Wealth Partners
Colorado
$821K
WCM
488
Weld Capital Management
New York
$814K -$291K -1,728 -27%
HT
489
Heritage Trust
Oklahoma
$812K -$45.6K -271 -5%
IB
490
Intrust Bank
Kansas
$811K -$60.8K -361 -7%
ETC
491
Exchange Traded Concepts
Oklahoma
$801K +$237K +1,409 +44%
CI
492
Cigna Investments
Connecticut
$799K -$119K -704 -13%
SC
493
Savant Capital
Illinois
$798K +$1.01K +6 +0.1%
FPS
494
Fieldpoint Private Securities
Connecticut
$791K
Rockefeller Capital Management
495
Rockefeller Capital Management
New York
$789K +$568K +3,373 +291%
KFS
496
Kurt F. Somerville
$784K -$50.5K -300 -6%
SAM
497
Sabadell Asset Management
Spain
$779K +$753K +4,470 New
FCB
498
First Command Bank
Texas
$778K
FCFS
499
First Command Financial Services
Texas
$778K
LAM
500
L2 Asset Management
Massachusetts
$772K +$747K +4,435 New

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.