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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
VFA
601
Valeo Financial Advisors
Indiana
$471K +$9.34K +62 +2%
SA
602
SL Advisors
New Jersey
$470K -$34.6K -230 -7%
AWM
603
AE Wealth Management
Kansas
$470K +$30.3K +201 +7%
PCA
604
Personal Capital Advisors
California
$469K +$8.58K +57 +2%
FG
605
Foster Group
Iowa
$465K
WSTAM
606
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$25.3K +168 +6%
AS
607
Altshuler Shaham
Israel
$465K +$27K +179 +6%
HJGA
608
Hardman Johnston Global Advisors
Connecticut
$459K
BWM
609
BerganKDV Wealth Management
Minnesota
$453K +$2.41K +16 +0.6%
GT
610
Glenview Trust
Kentucky
$452K -$103K -687 -19%
ECM
611
Everence Capital Management
Indiana
$448K
FHA
612
Flagship Harbor Advisors
Massachusetts
$447K -$2.71K -18 -0.6%
VF
613
Virtu Financial
New York
$444K +$422K +2,805 New
NHC
614
Nicholas Hoffman & Company
Georgia
$443K -$74.7K -496 -15%
FTDI
615
First Trust Direct Indexing
Massachusetts
$443K -$452 -3 -0.1%
TCOV
616
Trust Company of Vermont
Vermont
$442K -$29.2K -194 -6%
FDCDDQ
617
Federation des caisses Desjardins du Quebec
Quebec, Canada
$439K -$261K -1,733 -38%
CA
618
Capitolis Advisors
New York
$439K -$4.74M -31,443 -92%
FMB
619
Field & Main Bank
Kentucky
$439K -$9.04K -60 -2%
FAT
620
First American Trust
California
$437K
ISB
621
Iowa State Bank
Iowa
$435K -$7.53K -50 -2%
SBSB
622
Sullivan, Bruyette, Speros & Blaney
Virginia
$424K
SC
623
Sepio Capital
Utah
$424K +$3.31K +22 +0.8%
KA
624
Klingman & Associates
New York
$422K
PAMP
625
Polar Asset Management Partners
Ontario, Canada
$416K -$106K -707 -21%

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.