HSY icon

Hershey
HSY

Overview Fund Activity

1,033 hedge funds and large institutions have $18.6B invested in Hershey in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 335 increasing their positions, 307 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
18.14%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
88
Increased
335
Reduced
307
Closed
72
Calls
$202M
Puts
$132M
Net Calls
+$69.9M
Net Calls Change
-$39.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$132M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$62.7M
3
State Street
State Street
Massachusetts
+$53.1M
4
Millennium Management
Millennium Management
New York
+$48.6M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$46.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$138M
2
CIP
Champlain Investment Partners
Vermont
-$82.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$70.7M
4
KBC Group
KBC Group
Belgium
-$65.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
551
Bartlett & Co
Ohio
$634K -$297K -1,755 -32%
BCWM
552
Bartlett & Co Wealth Management
Ohio
$634K -$297K -1,755 -32%
JCM
553
Jacobi Capital Management
Pennsylvania
$627K +$55.8K +330 +10%
SI
554
Stephens Inc
Arkansas
$619K +$60.6K +358 +11%
CCM
555
Cribstone Capital Management
Maine
$619K +$619K +3,657 New
MWM
556
Modera Wealth Management
New Jersey
$618K – – –
WA
557
WBH Advisory
Maryland
$618K +$169 +1 +0%
WFAG
558
Wescott Financial Advisory Group
Pennsylvania
$617K – – –
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$616K +$147K +868 +31%
FTC
560
Farmers Trust Company
Ohio
$613K – – –
WAM
561
Weatherly Asset Management
California
$613K – – –
HSA
562
HBK Sorce Advisory
Pennsylvania
$607K -$9.48K -56 -2%
SWM
563
Spire Wealth Management
Virginia
$601K +$14.6K +86 +2%
PFP
564
Pinnacle Financial Partners
Tennessee
$596K – – –
BIM
565
Bridges Investment Management
Nebraska
$595K +$53.7K +317 +10%
SVWAG
566
Sound View Wealth Advisors Group
Georgia
$594K +$169 +1 +0%
AWM
567
AE Wealth Management
Kansas
$593K +$2.54K +15 +0.4%
SSB
568
Sandy Spring Bank
Maryland
$592K -$9.81K -58 -2%
CAPTRUST Financial Advisors
569
CAPTRUST Financial Advisors
North Carolina
$591K -$16.9K -100 -3%
FHB
570
First Hawaiian Bank
Hawaii
$587K – – –
FRM
571
Fox Run Management
Connecticut
$585K +$585K +3,457 New
DY
572
Dowling & Yahnke
California
$582K +$339K +2,000 +139%
AL
573
ADE LLC
Maryland
$579K – – –
LC
574
Lincoln Capital
Nebraska
$569K +$50.8K +300 +10%
WAM
575
World Asset Management
Michigan
$567K -$52.8K -312 -9%
21 22
23
24 25