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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
HAG
501
HighPoint Advisor Group
Illinois
$717K +$39.2K +260 +6%
FCB
502
First Command Bank
Texas
$707K
FCFS
503
First Command Financial Services
Texas
$707K
IIM
504
Ipswich Investment Management
Massachusetts
$700K -$60.2K -400 -8%
FPS
505
Fieldpoint Private Securities
Connecticut
$699K
PP
506
Prudential plc
United Kingdom
$695K -$3.46K -23 -0.5%
Macquarie Group
507
Macquarie Group
Australia
$693K +$38.1K +253 +6%
ISL
508
Ingalls & Snyder LLC
New York
$690K -$7.53K -50 -1%
BBA
509
BLB&B Advisors
Pennsylvania
$686K -$6.02K -40 -0.9%
HIC
510
Harvey Investment Company
Kentucky
$681K -$90.4K -600 -12%
IP
511
Intellectus Partners
California
$680K +$35.5K +236 +6%
SG
512
Swarthmore Group
Pennsylvania
$677K +$644K +4,279 New
FMBTD
513
First Midwest Bank Trust Division
Illinois
$674K -$15.7K -104 -2%
RIM
514
Redpoint Investment Management
Australia
$674K
LFG
515
Lazard Frères Gestion
France
$672K -$52.7K -350 -7%
SPC
516
Sigma Planning Corp
Michigan
$670K +$26.5K +176 +4%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$663K +$13.3K +88 +2%
DI
518
Diligent Investors
California
$661K
FIM
519
Fernwood Investment Management
Massachusetts
$652K +$60.2K +400 +11%
SEM
520
Suncoast Equity Management
Florida
$651K +$33.1K +220 +6%
WF
521
Welch & Forbes
Massachusetts
$650K
CFB
522
Cullen/Frost Bankers
Texas
$650K +$301 +2 +0%
FAM
523
Formidable Asset Management
Ohio
$639K
SWM
524
Spire Wealth Management
Virginia
$639K +$608K +4,040 New
Bank Julius Baer & Co
525
Bank Julius Baer & Co
Switzerland
$638K

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.