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767 hedge funds and large institutions have $11.8B invested in Hershey in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 239 increasing their positions, 265 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.07% more ownership

Funds ownership: 72.4%72.47% (+0.07%)

0% less funds holding

Funds holding: 770767 (-3)

1% less capital invested

Capital invested by funds: $12B → $11.8B (-$176M)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 265

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less call options, than puts

Call options by funds: $56.4M | Put options by funds: $63.9M

Holders
767
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
19.12%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
58
Increased
239
Reduced
265
Closed
57
Calls
$56.4M
Puts
$63.9M
Net Calls
-$7.49M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Klingman & Associates
New York
$344K
MA
527
MUFG Americas
New York
$341K -$1.88K -17 -0.5%
BF
528
BOK Financial
Oklahoma
$336K +$77.6K +703 +29%
IIC
529
Ironwood Investment Counsel
Arizona
$334K +$110 +1 +0%
EFS
530
Essex Financial Services
Connecticut
$329K
CG
531
Cutler Group
California
$329K +$128K +1,157 +61%
SWP
532
Stratos Wealth Partners
Ohio
$327K -$15.9K -144 -5%
WTC
533
WhitTier Trust Company
Nevada
$327K -$11K -100 -3%
AP
534
Advisor Partners
California
$325K +$7.28K +66 +2%
FFW
535
Fusion Family Wealth
New York
$322K
PA
536
Pinnacle Associates
New York
$322K +$24.8K +225 +8%
BSAM
537
Blue Sky Asset Management
Colorado
$322K +$331K +3,000 New
Cerity Partners
538
Cerity Partners
New York
$320K -$881K -7,989 -58%
UCFA
539
United Capital Financial Advisors
Texas
$319K -$14.3K -130 -4%
B
540
Barings
North Carolina
$318K -$739K -6,696 -69%
BTIS
541
BB&T Investment Services
North Carolina
$318K -$44.2K -401 -12%
HI
542
Hudock Inc
Pennsylvania
$317K +$42K +381 +15%
GCA
543
Greenwood Capital Associates
South Carolina
$316K -$2.76K -25 -0.8%
MWM
544
Modera Wealth Management
New Jersey
$315K +$11K +100 +4%
VFA
545
Voya Financial Advisors
Connecticut
$314K
W
546
Wealthfront
California
$312K +$30.5K +276 +11%
NG
547
Northstar Group
New York
$311K -$5.52K -50 -2%
HJGA
548
Hardman Johnston Global Advisors
Connecticut
$311K
SBSB
549
Sullivan, Bruyette, Speros & Blaney
Virginia
$310K
GCA
550
Gideon Capital Advisors
New York
$307K +$315K +2,859 New