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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
BS
526
Boenning & Scattergood
Pennsylvania
$636K -$7.53K -50 -1%
WAM
527
World Asset Management
Michigan
$633K -$41.6K -276 -7%
GFA
528
Gifford Fong Associates
California
$633K
GSBTD
529
Glenview State Bank Trust Department
Illinois
$633K
PWS
530
Private Wealth Strategies
Ohio
$633K
QOP
531
Quinn Opportunity Partners
Virginia
$633K
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$627K -$24.7K -164 -4%
CFO
533
Colony Family Offices
North Carolina
$617K +$587K +3,900 New
AWE
534
Avidian Wealth Enterprises
Texas
$608K -$52.3K -347 -8%
GCP
535
GSA Capital Partners
United Kingdom
$604K +$575K +3,818 New
NAMP
536
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$601K
PFO
537
Pathstone Family Office
New Jersey
$599K +$571K +3,789 New
APA
538
American Portfolios Advisors
New York
$597K -$38.9K -258 -6%
HL
539
HeadInvest LLC
Maine
$597K +$22.6K +150 +4%
FTC
540
Farmers Trust Company
Ohio
$595K -$18.1K -120 -3%
WFAG
541
Wescott Financial Advisory Group
Pennsylvania
$594K
QCM
542
Quantinno Capital Management
New York
$593K
IA
543
Insight Advisors
Pennsylvania
$590K
Marshall Wace
544
Marshall Wace
United Kingdom
$590K +$562K +3,734 New
HI
545
Harbour Investments
Wisconsin
$587K +$559K +3,710 New
HSA
546
HBK Sorce Advisory
Pennsylvania
$584K -$58.3K -387 -9%
WAM
547
Weatherly Asset Management
California
$580K -$5.27K -35 -0.9%
WA
548
WBH Advisory
Maryland
$578K -$12.7K -84 -2%
MWM
549
Modera Wealth Management
New Jersey
$577K
FHB
550
First Hawaiian Bank
Hawaii
$577K +$40.7K +270 +8%

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.