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663 hedge funds and large institutions have $15.1B invested in Hershey in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 199 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 44

33% more capital invested

Capital invested by funds: $11.3B → $15.1B (+$3.75B)

5% more funds holding

Funds holding: 630663 (+33)

2.15% more ownership

Funds ownership: 73.53%75.68% (+2.2%)

5% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 210

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $89.1M

Holders
663
Holders Change
+33
Holders Change %
+5.24%
% of All Funds
17.68%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
86
Increased
199
Reduced
210
Closed
44
Calls
$72.1M
Puts
$89.1M
Net Calls
-$17M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Wheatland Advisors
Pennsylvania
$201K +$189K +1,938 New
WF
552
WealthTrust Fairport
Ohio
$193K
FMB
553
Field & Main Bank
Kentucky
$187K
JFA
554
JNBA Financial Advisors
Minnesota
$185K
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
EWM
556
Evercore Wealth Management
New York
$172K +$29.2K +300 +22%
FMT
557
First Mercantile Trust
Tennessee
$165K
KT
558
Kanaly Trust
Texas
$163K -$1.75K -18 -1%
FNBT
559
FineMark National Bank & Trust
Florida
$148K
CTA
560
Colonial Trust Advisors
South Carolina
$140K -$73K -750 -36%
EPM
561
Equitec Proprietary Markets
Illinois
$139K +$130K +1,336 New
IA
562
IndexIQ Advisors
New York
$138K -$1.13M -11,647 -90%
HIM
563
Hillsdale Investment Management
Ontario, Canada
$135K -$38.9K -400 -24%
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K
CWM
565
Cranbrook Wealth Management
Michigan
$127K +$86K +883 +260%
CFA
566
Carroll Financial Associates
North Carolina
$126K -$7.69K -79 -6%
OMCS
567
Old Mutual Customised Solutions
South Africa
$125K -$19.5K -200 -14%
CFA
568
CT Financial Advisors
Pennsylvania
$125K +$117K +1,200 New
CBT
569
Central Bank & Trust
Kentucky
$123K -$656K -6,738 -85%
DSC
570
Duncker Streett & Co
Missouri
$123K
QAM
571
QCI Asset Management
New York
$117K
FCCM
572
First City Capital Management
Georgia
$114K
GIS
573
Guardian Investor Services
New York
$107K -$2.73K -28 -3%
RAM
574
Riggs Asset Management
Pennsylvania
$106K
OFS
575
Orrstown Financial Services
Pennsylvania
$104K