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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
HPC
551
HM Payson & Co
Maine
$573K +$6.33K +42 +1%
PTC
552
Private Trust Company
Ohio
$569K -$77.7K -516 -13%
MF
553
Magnetar Financial
Illinois
$560K +$533K +3,541 New
SVWAG
554
Sound View Wealth Advisors Group
Georgia
$555K +$151 +1 +0%
AAM
555
Arabesque Asset Management
United Kingdom
$551K +$525K +3,486 New
BBVA
556
Banco Bilbao Vizcaya Argentaria
Spain
$549K +$37K +246 +8%
PFPT
557
Pinnacle Financial Partners (Tennessee)
Tennessee
$548K
SWP
558
Stratos Wealth Partners
Ohio
$543K -$15.7K -104 -3%
LWAC
559
Laurel Wealth Advisors (California)
California
$542K -$66.7K -443 -11%
SSB
560
Sandy Spring Bank
Maryland
$542K -$10.1K -67 -2%
TCOT
561
Trust Company of Toledo
Ohio
$542K -$452 -3 -0.1%
AL
562
ADE LLC
Maryland
$541K
JCM
563
Jacobi Capital Management
Pennsylvania
$539K -$45.5K -302 -8%
EWM
564
Empirical Wealth Management
Washington
$535K -$365K -2,422 -42%
PA
565
Pinnacle Associates
New York
$528K -$71.5K -475 -12%
AFIA
566
America First Investment Advisors
Nebraska
$526K
MCC
567
Money Concepts Capital
Florida
$525K +$44.3K +294 +10%
AIM
568
Aigen Investment Management
New York
$525K +$265K +1,760 +113%
SSA
569
Schonfeld Strategic Advisors
New York
$522K -$8.45M -56,100 -94%
WC
570
Woodstock Corp
Massachusetts
$521K -$7.53K -50 -1%
DWA
571
Douglass Winthrop Advisors
New York
$519K
BC
572
Bridgefront Capital
Texas
$519K +$494K +3,280 New
UCFA
573
United Capital Financial Advisors
Texas
$518K -$7.23K -48 -1%
DCM
574
Dupont Capital Management
Delaware
$516K -$151K -1,001 -23%
SSWM
575
Smith Salley Wealth Management
North Carolina
$513K -$5.12K -34 -1%

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.