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988 hedge funds and large institutions have $17B invested in Hershey in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 298 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $15.6B → $17B (+$1.47B)

7% more funds holding

Funds holding: 925988 (+63)

1% more call options, than puts

Call options by funds: $155M | Put options by funds: $153M

0.45% less ownership

Funds ownership: 74.9%74.46% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 307

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
988
Holders Change
+63
Holders Change %
+6.81%
% of All Funds
17.48%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
140
Increased
298
Reduced
307
Closed
63
Calls
$155M
Puts
$153M
Net Calls
+$1.85M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
576
Oakworth Capital
Alabama
$457K
TCOV
577
Trust Company of Vermont
Vermont
$456K -$5.18K -35 -1%
AWA
578
ARS Wealth Advisors
Florida
$455K -$3.7K -25 -0.8%
Neuberger Berman Group
579
Neuberger Berman Group
New York
$451K -$18.9K -128 -4%
WPC
580
Waters Parkerson & Co
Louisiana
$451K
ED
581
Exane Derivatives
France
$448K +$428K +2,894 +6,157%
FG
582
Foster Group
Iowa
$446K +$435K +2,939 New
PIMG
583
Patriot Investment Management Group
Tennessee
$444K -$29.6K -200 -6%
VFA
584
Valeo Financial Advisors
Indiana
$444K +$39.8K +269 +10%
PCA
585
Personal Capital Advisors
California
$443K +$430K +2,908 New
HJGA
586
Hardman Johnston Global Advisors
Connecticut
$442K
EOJOAM
587
E. Ohman J:or Asset Management
Sweden
$442K
KIA
588
KCM Investment Advisors
California
$435K -$12K -81 -3%
BWM
589
BerganKDV Wealth Management
Minnesota
$434K +$12K +81 +3%
FHA
590
Flagship Harbor Advisors
Massachusetts
$433K -$38.8K -262 -8%
FMB
591
Field & Main Bank
Kentucky
$432K -$29.6K -200 -7%
ECM
592
Everence Capital Management
Indiana
$431K -$445K -3,010 -52%
ISB
593
Iowa State Bank
Iowa
$427K
SIA
594
Strategic Investment Advisors
Michigan
$427K +$415K +2,802 New
FTDI
595
First Trust Direct Indexing
Massachusetts
$427K +$415K +2,805 New
ETC
596
Exchange Traded Concepts
Oklahoma
$422K -$2.18M -14,757 -84%
AWM
597
AE Wealth Management
Kansas
$422K -$536K -3,622 -57%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$422K -$15.4K -104 -4%
FAT
599
First American Trust
California
$420K -$444 -3 -0.1%
AS
600
Altshuler Shaham
Israel
$420K +$408K +2,758 New

HSY Hedge Fund Activity: Q4 2020 in Review

988 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2020, worth a combined $17B — up 9.5% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new HSY positions and 63 closed out — a net gain of 77 holders — while 298 added to existing stakes and 307 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $165M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 988 institutional investors held Hershey (HSY) as of Q4 2020, up from 925 in Q3 2020.
  • Funds reported $17B of Hershey stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 140 funds opened new Hershey positions in Q4 2020 and 63 closed out, a net change of +77 holders.
  • The largest Hershey buyer in Q4 2020 was Citadel Advisors, an estimated $165M added.
  • The largest Hershey seller in Q4 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2020.