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649 hedge funds and large institutions have $11.9B invested in Hershey in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 189 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $70.3M | Put options by funds: $69.2M

0.35% more ownership

Funds ownership: 74.75%75.1% (+0.35%)

3% less funds holding

Funds holding: 669649 (-20)

7% less capital invested

Capital invested by funds: $12.7B → $11.9B (-$832M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 268

Holders
649
Holders Change
-20
Holders Change %
-2.99%
% of All Funds
18.65%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
45
Increased
189
Reduced
268
Closed
61
Calls
$70.3M
Puts
$69.2M
Net Calls
+$1.14M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
551
Field & Main Bank
Kentucky
$175K
JFA
552
JNBA Financial Advisors
Minnesota
$173K
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$166K -$166K -1,688 -50%
HIM
554
Hillsdale Investment Management
Ontario, Canada
$166K -$9.81K -100 -6%
BA
555
BlackRock Advisors
Delaware
$165K -$3.04K -31 -2%
Northwestern Mutual Wealth Management
556
Northwestern Mutual Wealth Management
Wisconsin
$158K -$14.9K -152 -9%
DADC
557
D.A. Davidson & Co
Montana
$140K +$76K +775 +116%
FNBT
558
FineMark National Bank & Trust
Florida
$139K -$14.7K -150 -10%
YL
559
YCG LLC
Texas
$133K +$40.2K +410 +43%
EWM
560
Evercore Wealth Management
New York
$132K
PFSC
561
Peoples Financial Services Corp
Pennsylvania
$129K -$2.45K -25 -2%
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K
BEAM
563
Baker Ellis Asset Management
Washington
$117K -$127K -1,300 -52%
CFA
564
Carroll Financial Associates
North Carolina
$116K
W
565
Wealthfront
California
$115K -$1.18K -12 -1%
DSC
566
Duncker Streett & Co
Missouri
$115K
GIS
567
Guardian Investor Services
New York
$109K -$3.92K -40 -3%
QAM
568
QCI Asset Management
New York
$109K
FCCM
569
First City Capital Management
Georgia
$107K
WTB
570
Washington Trust Bank
Washington
$107K -$78.5K -800 -42%
WRM
571
Westport Resources Management
Connecticut
$101K -$16.7K -170 -14%
MFS
572
MSI Financial Services
Massachusetts
$99K -$41.7K -425 -30%
OFS
573
Orrstown Financial Services
Pennsylvania
$97K
LBG
574
Lloyds Banking Group
United Kingdom
$96K -$2.75M -28,009 -97%
SFG
575
Sage Financial Group
Pennsylvania
$94K