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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
SEM
526
Suncoast Equity Management
Florida
$593K +$25.9K +175 +5%
HI
527
HBK Investments
Texas
$592K -$1.66M -11,210 -74%
FTC
528
Farmers Trust Company
Ohio
$591K
LWAC
529
Laurel Wealth Advisors (California)
California
$589K -$12.4K -84 -2%
PA
530
Pinnacle Associates
New York
$581K -$32.6K -220 -5%
NAMP
531
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$579K
LFAS
532
Level Four Advisory Services
Texas
$577K +$296 +2 +0.1%
TMAM
533
Tokio Marine Asset Management
Japan
$576K -$207K -1,400 -27%
WFAG
534
Wescott Financial Advisory Group
Pennsylvania
$572K +$555K +3,754 New
QCM
535
Quantinno Capital Management
New York
$571K -$50K -338 -8%
FIM
536
Fernwood Investment Management
Massachusetts
$567K
WAM
537
Weatherly Asset Management
California
$564K
LP
538
LMR Partners
United Kingdom
$563K +$547K +3,695 New
WA
539
WBH Advisory
Maryland
$559K -$10.2K -69 -2%
JCM
540
Jacobi Capital Management
Pennsylvania
$559K +$5.33K +36 +1%
MWM
541
Modera Wealth Management
New Jersey
$556K +$124K +841 +30%
KAS
542
Kestra Advisory Services
Texas
$555K +$541K +3,654 +10,440%
HL
543
HeadInvest LLC
Maine
$552K +$107K +725 +25%
IA
544
Insight Advisors
Pennsylvania
$547K +$531K +3,590 New
HPC
545
HM Payson & Co
Maine
$545K +$11.8K +80 +2%
GT
546
Glenview Trust
Kentucky
$540K
SWP
547
Stratos Wealth Partners
Ohio
$539K
SVWAG
548
Sound View Wealth Advisors Group
Georgia
$534K +$296 +2 +0.1%
SSB
549
Sandy Spring Bank
Maryland
$532K
WANY
550
Wealthspire Advisors (New York)
New York
$532K +$517K +3,492 New

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.