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663 hedge funds and large institutions have $12B invested in Hershey in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0% more funds holding

Funds holding: 663663 (0)

0.78% less ownership

Funds ownership: 75.68%74.9% (-0.78%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

10% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 231

20% less capital invested

Capital invested by funds: $15.1B → $12B (-$3.07B)

35% less call options, than puts

Call options by funds: $57.5M | Put options by funds: $88.5M

Holders
663
Holders Change
Holders Change %
0%
% of All Funds
17.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
67
Increased
207
Reduced
231
Closed
59
Calls
$57.5M
Puts
$88.5M
Net Calls
-$31M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
551
Klingman & Associates
New York
$202K
MBTD
552
Mechanics Bank - Trust Department
California
$202K
WAM
553
Wolverine Asset Management
Illinois
$192K -$31.3K -300 -14%
VIM
554
Veritas Investment Management
United Kingdom
$186K +$192K +1,841 New
FMB
555
Field & Main Bank
Kentucky
$182K
Federated Hermes
556
Federated Hermes
Pennsylvania
$181K -$349K -3,348 -65%
JFA
557
JNBA Financial Advisors
Minnesota
$179K
FNBT
558
FineMark National Bank & Trust
Florida
$173K +$30.6K +293 +21%
HIM
559
Hillsdale Investment Management
Ontario, Canada
$172K +$41.7K +400 +31%
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$164K +$167K +1,600 +5,517%
FMT
561
First Mercantile Trust
Tennessee
$160K
KT
562
Kanaly Trust
Texas
$157K -$1.04K -10 -0.6%
AWS
563
Aris Wealth Services
Pennsylvania
$138K +$142K +1,365 New
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K
CWM
565
Cranbrook Wealth Management
Michigan
$123K
CFA
566
CT Financial Advisors
Pennsylvania
$121K
OMCS
567
Old Mutual Customised Solutions
South Africa
$121K
CFA
568
Carroll Financial Associates
North Carolina
$120K
DSC
569
Duncker Streett & Co
Missouri
$119K
ST
570
Spot Trading
Illinois
$116K -$877K -8,401 -88%
QAM
571
QCI Asset Management
New York
$113K
TWA
572
TCI Wealth Advisors
Arizona
$112K +$16.6K +159 +17%
FCCM
573
First City Capital Management
Georgia
$111K
TRCT
574
Tower Research Capital (TRC)
New York
$110K +$53.6K +514 +89%
MAM
575
Mizuho Asset Management
Japan
$106K +$27.9K +267 +34%