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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
IIM
501
Ipswich Investment Management
Massachusetts
$771K
SYBT
502
Stock Yards Bank & Trust
Kentucky
$770K +$362K +2,150 +95%
IP
503
Intellectus Partners
California
$768K +$18.5K +110 +3%
MFGM
504
Marshall Financial Group (Maryland)
Maryland
$765K +$740K +4,393 New
AFG
505
Allegheny Financial Group
Pennsylvania
$762K -$84.5K -502 -10%
BBA
506
BLB&B Advisors
Pennsylvania
$755K
SEM
507
Suncoast Equity Management
Florida
$752K +$34.5K +205 +5%
HIC
508
Harvey Investment Company
Kentucky
$750K
PFO
509
Pathstone Family Office
New Jersey
$750K +$86.7K +515 +14%
SPC
510
Sigma Planning Corp
Michigan
$748K +$9.6K +57 +1%
FMBTD
511
First Midwest Bank Trust Division
Illinois
$746K +$3.03K +18 +0.4%
SG
512
Swarthmore Group
Pennsylvania
$745K
RIM
513
Redpoint Investment Management
Australia
$742K
ISL
514
Ingalls & Snyder LLC
New York
$733K -$25.3K -150 -3%
DW
515
Domani Wealth
Pennsylvania
$732K -$135K -800 -16%
DI
516
Diligent Investors
California
$728K
FAM
517
Formidable Asset Management
Ohio
$721K
FTDI
518
First Trust Direct Indexing
Massachusetts
$721K +$225K +1,336 +48%
IRF
519
IBM Retirement Fund
New York
$718K -$143K -850 -17%
FIM
520
Fernwood Investment Management
Massachusetts
$718K
WF
521
Welch & Forbes
Massachusetts
$716K
HI
522
Horizon Investments
North Carolina
$713K +$689K +4,094 New
Bank Julius Baer & Co
523
Bank Julius Baer & Co
Switzerland
$702K -$168 -1 -0%
BS
524
Boenning & Scattergood
Pennsylvania
$700K +$168 +1 +0%
VFIC
525
Valley Forge Investment Consultants
Pennsylvania
$699K +$676K +4,013 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.