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Hershey
HSY

805 hedge funds and large institutions have $12.6B invested in Hershey in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 254 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

26% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $62M

6% more funds holding

Funds holding: 757 → 805 (+48)

5% more capital invested

Capital invested by funds: $11.9B → $12.6B (+$653M)

2.11% more ownership

Funds ownership: 72.01% → 74.12% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 235

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
18.26%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
110
Increased
254
Reduced
235
Closed
55
Calls
$78.1M
Puts
$62M
Net Calls
+$16M
Net Calls Change
-$3.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$253M
2
SI
Scharf Investments
California
+$86.5M
3
Invesco
Invesco
Georgia
+$80.3M
4
American Century Companies
American Century Companies
Missouri
+$65.2M
5
APG Asset Management
APG Asset Management
Netherlands
+$64.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$203M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$122M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.5M
4
LCM
Laurion Capital Management
New York
-$82.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$55.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
601
Sigma Planning Corp
Michigan
$255K +$247K +2,245 New
FA
602
FMA Advisory
Pennsylvania
$254K +$8.91K +81 +4%
NAM
603
NTV Asset Management
West Virginia
$253K +$220 +2 +0.1%
BBHC
604
Brown Brothers Harriman & Co
New York
$253K +$17.6K +160 +8%
WP
605
WealthSource Partners
California
$247K – – –
CIBC World Market
606
CIBC World Market
Ontario, Canada
$247K +$240K +2,179 New
PA
607
Parallel Advisors
California
$246K +$550 +5 +0.2%
BCM
608
Brookstone Capital Management
Illinois
$244K +$237K +2,150 New
BMC
609
Beaton Management Company
Massachusetts
$243K -$39.1K -355 -14%
CHAM
610
Clear Harbor Asset Management
Connecticut
$241K – – –
FNBTCON
611
First National Bank & Trust Co of Newtown
Pennsylvania
$240K – – –
HTC
612
Haverford Trust Company
Pennsylvania
$239K +$10.8K +98 +5%
PL
613
Parthenon LLC
Kentucky
$238K – – –
Twin Tree Management
614
Twin Tree Management
Texas
$237K -$107K -975 -32%
IRF
615
IBM Retirement Fund
New York
$237K – – –
Assenagon Asset Management
616
Assenagon Asset Management
Luxembourg
$236K -$5.98M -54,370 -96%
CG
617
Caprock Group
Idaho
$236K -$26.3K -239 -10%
FIM
618
Foresters Investment Management
New York
$236K +$37K +336 +19%
OC
619
Oarsman Capital
Wisconsin
$233K – – –
VDI
620
Vaughan David Investments
Illinois
$232K – – –
RIM
621
Regent Investment Management
Kentucky
$229K – – –
FRA
622
Front Row Advisors
California
$229K +$222K +2,015 New
SWMG
623
Sanchez Wealth Management Group
Florida
$228K +$220K +2,000 New
PM
624
Parametrica Management
Hong Kong
$228K +$221K +2,010 New
TRCT
625
Tower Research Capital (TRC)
New York
$228K +$221K +2,011 New
23 24
25
26 27

HSY Hedge Fund Activity: Q4 2017 in Review

805 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2017, worth a combined $12.6B — up 5.5% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HSY positions and 55 closed out — a net gain of 55 holders — while 254 added to existing stakes and 235 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was D.E. Shaw & Co, cutting an estimated $203M.

  • 805 institutional investors held Hershey (HSY) as of Q4 2017, up from 757 in Q3 2017.
  • Funds reported $12.6B of Hershey stock for Q4 2017, up 5.5% quarter-over-quarter.
  • 110 funds opened new Hershey positions in Q4 2017 and 55 closed out, a net change of +55 holders.
  • The largest Hershey buyer in Q4 2017 was BlackRock, an estimated $253M added.
  • The largest Hershey seller in Q4 2017 was D.E. Shaw & Co, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2017.