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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
CAM
601
Costello Asset Management
Pennsylvania
$414K +$14.8K +100 +4%
AC
602
Allstate Corporation
Illinois
$411K +$57K +385 +17%
SBSB
603
Sullivan, Bruyette, Speros & Blaney
Virginia
$408K
KA
604
Klingman & Associates
New York
$406K
SC
605
Sepio Capital
Utah
$405K -$11.7K -79 -3%
Fiera Capital (Canada)
606
Fiera Capital (Canada)
Quebec, Canada
$402K
UF
607
Univest Financial
Pennsylvania
$400K
CP
608
Coho Partners
Pennsylvania
$398K
PL
609
Parthenon LLC
Kentucky
$396K
CAM
610
Columbia Asset Management
Michigan
$394K
HI
611
Hudock Inc
Pennsylvania
$391K +$444 +3 +0.1%
JG
612
Jefferies Group
New York
$387K +$376K +2,543 New
ATC
613
Argent Trust Co
Tennessee
$386K
HC
614
Hendley & Co
Ohio
$386K +$75.5K +510 +25%
AIM
615
Allen Investment Management
New York
$384K
CS
616
Comerica Securities
Michigan
$384K
AWMT
617
AAFMAA Wealth Management & Trust
North Carolina
$382K +$372K +2,514 New
PWLP
618
Prio Wealth Limited Partnership
Massachusetts
$381K
FDCC
619
Foster Dykema Cabot & Co
Massachusetts
$379K -$9.77K -66 -3%
AG
620
AIA Group
Hong Kong
$378K +$382K +2,579 New
PA
621
Parallel Advisors
California
$377K -$26K -176 -7%
SC
622
Schulhoff & Co
Ohio
$377K
HHAA
623
Henry H. Armstrong Associates
Pennsylvania
$370K
SF
624
Synovus Financial
Georgia
$366K -$743K -5,022 -68%
AMG
625
Advisors Management Group
Wisconsin
$366K

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.