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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
SI
576
Stephens Inc
Arkansas
$574K +$180K +1,069 +48%
DWA
577
Douglass Winthrop Advisors
New York
$572K
NFG
578
Next Financial Group
Texas
$572K +$316K +1,877 +133%
UCFA
579
United Capital Financial Advisors
Texas
$569K -$2.19K -13 -0.4%
VBCG
580
Valley Brook Capital Group
Pennsylvania
$565K
ONB
581
Old National Bancorp
Indiana
$558K +$16.2K +96 +3%
BIM
582
Bridges Investment Management
Nebraska
$556K +$4.55K +27 +0.9%
SFI
583
SPC Financial Inc
Maryland
$553K
PIMG
584
Patriot Investment Management Group
Tennessee
$551K +$7.58K +45 +1%
PI
585
PEAK6 Investments
Illinois
$547K +$445K +2,640 +532%
KFA
586
Krane Funds Advisors
New York
$542K +$524K +3,113 New
NHC
587
Nicholas Hoffman & Company
Georgia
$541K +$50.9K +302 +11%
PWLP
588
Prio Wealth Limited Partnership
Massachusetts
$540K
BFM
589
Boston Financial Management
Massachusetts
$539K -$273K -1,624 -34%
WPC
590
Waters Parkerson & Co
Louisiana
$534K -$4.88K -29 -0.9%
LC
591
Lincoln Capital
Nebraska
$533K
AS
592
Altshuler Shaham
Israel
$531K +$19.2K +114 +4%
FBB
593
Fulton Breakefield Broenniman
Maryland
$525K
CF
594
Centaurus Financial
California
$523K
CC
595
Courier Capital
New York
$523K
OC
596
Oakworth Capital
Alabama
$523K
AWA
597
ARS Wealth Advisors
Florida
$521K
VFA
598
Valeo Financial Advisors
Indiana
$518K
SA
599
SL Advisors
New Jersey
$514K -$3.71K -22 -0.7%
VPIM
600
Vanguard Personalized Indexing Management
California
$513K -$22.4K -133 -4%

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.