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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
AWE
501
Avidian Wealth Enterprises
Texas
$639K +$32.6K +220 +6%
DI
502
Diligent Investors
California
$636K -$3.7K -25 -0.6%
HAG
503
HighPoint Advisor Group
Illinois
$634K +$191K +1,294 +44%
Macquarie Group
504
Macquarie Group
Australia
$629K -$878K -5,934 -59%
WAM
505
World Asset Management
Michigan
$629K -$26.8K -181 -4%
KRSITF
506
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$629K +$39.5K +267 +7%
WF
507
Welch & Forbes
Massachusetts
$627K
BCV
508
Banque Cantonale Vaudoise
Switzerland
$626K -$419K -2,834 -41%
CFB
509
Cullen/Frost Bankers
Texas
$626K -$4.59K -31 -0.7%
PTC
510
Private Trust Company
Ohio
$626K +$296K +2,000 +95%
HSA
511
HBK Sorce Advisory
Pennsylvania
$621K -$34.5K -233 -5%
BS
512
Boenning & Scattergood
Pennsylvania
$620K -$13.2K -89 -2%
IP
513
Intellectus Partners
California
$619K +$602K +4,065 New
SPC
514
Sigma Planning Corp
Michigan
$618K +$18.8K +127 +3%
APA
515
American Portfolios Advisors
New York
$615K -$655K -4,425 -52%
Bank Julius Baer & Co
516
Bank Julius Baer & Co
Switzerland
$614K -$266K -1,800 -31%
EI
517
Ethic Inc
New York
$610K +$128K +866 +28%
FAM
518
Formidable Asset Management
Ohio
$609K
GFA
519
Gifford Fong Associates
California
$609K
GSBTD
520
Glenview State Bank Trust Department
Illinois
$609K
PWS
521
Private Wealth Strategies
Ohio
$609K
QOP
522
Quinn Opportunity Partners
Virginia
$609K
DC
523
Davenport & Co
Virginia
$609K +$186K +1,256 +46%
FI
524
FormulaFolio Investments
Michigan
$609K +$591K +3,996 New
B
525
Bellecapital
Switzerland
$600K -$14.6K -99 -2%

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.