We are live on ! Find out more

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
VBCG
576
Valley Brook Capital Group
Pennsylvania
$513K +$31.3K +208 +7%
OSAM
577
O'Shaughnessy Asset Management
Connecticut
$505K -$33.7K -224 -7%
KAS
578
Kestra Advisory Services
Texas
$504K -$75.3K -500 -14%
ETC
579
Exchange Traded Concepts
Oklahoma
$504K +$62.8K +417 +15%
LFAS
580
Level Four Advisory Services
Texas
$502K -$92.8K -616 -16%
SFI
581
SPC Financial Inc
Maryland
$502K
BIM
582
Bridges Investment Management
Nebraska
$501K +$22.6K +150 +5%
LOAME
583
Lombard Odier Asset Management (Europe)
United Kingdom
$494K +$470K +3,123 New
PIMG
584
Patriot Investment Management Group
Tennessee
$493K +$30.1K +200 +7%
ONB
585
Old National Bancorp
Indiana
$492K -$28K -186 -6%
Verition Fund Management
586
Verition Fund Management
Connecticut
$492K +$468K +3,110 New
ED
587
Exane Derivatives
France
$491K +$25K +166 +6%
PWLP
588
Prio Wealth Limited Partnership
Massachusetts
$490K +$90.4K +600 +24%
WPC
589
Waters Parkerson & Co
Louisiana
$489K +$19.4K +129 +4%
VPIM
590
Vanguard Personalized Indexing Management
California
$487K +$144K +954 +45%
E
591
Ergoteles
New York
$487K +$184K +1,221 +66%
SA
592
Stewardship Advisors
Pennsylvania
$485K
LC
593
Lincoln Capital
Nebraska
$484K
PA
594
Parallel Advisors
California
$484K +$88.1K +585 +24%
FBB
595
Fulton Breakefield Broenniman
Maryland
$477K +$454K +3,015 New
CC
596
Courier Capital
New York
$475K
CF
597
Centaurus Financial
California
$474K
OC
598
Oakworth Capital
Alabama
$474K
AWA
599
ARS Wealth Advisors
Florida
$473K
PCM
600
Prelude Capital Management
New York
$472K +$449K +2,983 New

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.