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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
GFA
526
Gifford Fong Associates
California
$697K
GSBTD
527
Glenview State Bank Trust Department
Illinois
$697K
PWS
528
Private Wealth Strategies
Ohio
$697K
QOP
529
Quinn Opportunity Partners
Virginia
$697K
AWE
530
Avidian Wealth Enterprises
Texas
$681K +$10.6K +63 +2%
KAS
531
Kestra Advisory Services
Texas
$678K +$119K +706 +22%
B
532
BP
United Kingdom
$673K -$247K -1,468 -28%
PA
533
Parallel Advisors
California
$673K +$135K +802 +26%
DCM
534
Dupont Capital Management
Delaware
$666K +$94.5K +561 +17%
KRSITF
535
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$664K -$26.3K -156 -4%
NAMP
536
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$662K
BBVA
537
Banco Bilbao Vizcaya Argentaria
Spain
$662K +$56.2K +334 +10%
HL
538
HeadInvest LLC
Maine
$657K
CFB
539
Cullen/Frost Bankers
Texas
$656K -$57.6K -342 -8%
HI
540
Harbour Investments
Wisconsin
$655K +$8.08K +48 +1%
QCM
541
Quantinno Capital Management
New York
$653K
APA
542
American Portfolios Advisors
New York
$651K -$6.4K -38 -1%
FPCG
543
Fort Pitt Capital Group
Pennsylvania
$651K +$629K +3,735 New
WA
544
WBH Advisory
Maryland
$649K -$842 -5 -0.1%
PTC
545
Private Trust Company
Ohio
$648K +$20.7K +123 +3%
WFAG
546
Wescott Financial Advisory Group
Pennsylvania
$643K -$18.7K -111 -3%
IA
547
Insight Advisors
Pennsylvania
$640K -$505 -3 -0.1%
WAM
548
World Asset Management
Michigan
$638K -$32.2K -191 -5%
MWM
549
Modera Wealth Management
New Jersey
$636K
HSA
550
HBK Sorce Advisory
Pennsylvania
$635K -$8.42K -50 -1%

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.