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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
LFAS
551
Level Four Advisory Services
Texas
$633K +$77.8K +462 +15%
WAM
552
Weatherly Asset Management
California
$631K -$8.42K -50 -1%
FTC
553
Farmers Trust Company
Ohio
$626K -$28.6K -170 -5%
CAPTRUST Financial Advisors
554
CAPTRUST Financial Advisors
North Carolina
$626K +$196K +1,163 +48%
CC
555
Centiva Capital
New York
$626K +$605K +3,593 New
SSWM
556
Smith Salley Wealth Management
North Carolina
$623K +$56.4K +335 +10%
SSB
557
Sandy Spring Bank
Maryland
$620K +$22.4K +133 +4%
OTPPB
558
Ontario Teachers' Pension Plan Board
Ontario, Canada
$616K +$595K +3,534 New
PFPT
559
Pinnacle Financial Partners (Tennessee)
Tennessee
$613K
PWA
560
Pinnacle Wealth Advisors
Tennessee
$613K +$593K +3,520 New
SVWAG
561
Sound View Wealth Advisors Group
Georgia
$612K +$168 +1 +0%
AWM
562
AE Wealth Management
Kansas
$608K +$87.4K +519 +17%
TCM
563
Tuttle Capital Management
Connecticut
$608K +$588K +3,491 New
FHB
564
First Hawaiian Bank
Hawaii
$604K -$29.6K -176 -5%
SWM
565
Spire Wealth Management
Virginia
$603K -$97.2K -577 -14%
SWP
566
Stratos Wealth Partners
Ohio
$602K +$4.38K +26 +0.8%
WFI
567
West Family Investments
California
$600K +$580K +3,446 New
TCOT
568
Trust Company of Toledo
Ohio
$597K
AL
569
ADE LLC
Maryland
$596K
PP
570
Paloma Partners
Connecticut
$595K -$4.43M -26,320 -89%
LWAC
571
Laurel Wealth Advisors (California)
California
$595K -$842 -5 -0.1%
JCM
572
Jacobi Capital Management
Pennsylvania
$588K -$6.06K -36 -1%
HPC
573
HM Payson & Co
Maine
$583K -$46.1K -274 -8%
AFIA
574
America First Investment Advisors
Nebraska
$579K
WC
575
Woodstock Corp
Massachusetts
$574K

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.