Hershey
671 hedge funds and large institutions have $10.3B invested in Hershey in 2015 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 201 increasing their positions, 235 reducing their positions, and 69 closing their positions.
25% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 69
1% more funds holding
Funds holding: 664 → 671 (+7)
1.24% less ownership
Funds ownership: 74.9% → 73.66% (-1.2%)
14% less capital invested
Capital invested by funds: $12B → $10.3B (-$1.64B)
14% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 235
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
48% less call options, than puts
Call options by funds: $49.5M | Put options by funds: $94.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$109M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$106M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$101M |
| 4 |
Two Sigma Investments
New York
|
+$93.3M |
| 5 |
Two Sigma Advisers
New York
|
+$80.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$120M |
| 2 |
O
OppenheimerFunds
New York
|
-$90.7M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$74.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$74.3M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$73M |
HSY Hedge Fund Activity: Q2 2015 in Review
671 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2015, worth a combined $10.3B — down 14% from $12B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new HSY positions and 69 closed out — a net gain of 17 holders — while 201 added to existing stakes and 235 trimmed.
The largest buyer was Marathon Asset Management (UK), opening a new position worth an estimated $109M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $120M sold.
- 671 institutional investors held Hershey (HSY) as of Q2 2015, up from 664 in Q1 2015.
- Funds reported $10.3B of Hershey stock for Q2 2015, down 14% quarter-over-quarter.
- 86 funds opened new Hershey positions in Q2 2015 and 69 closed out, a net change of +17 holders.
- The largest Hershey buyer in Q2 2015 was Marathon Asset Management (UK), an estimated $109M added.
- The largest Hershey seller in Q2 2015 was Westfield Capital Management, an estimated $120M sold.
Based on aggregated 13F filings for Q2 2015.