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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
FG
601
Foster Group
Iowa
$512K
WSTAM
602
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$168 +1 +0%
PA
603
Pinnacle Associates
New York
$510K -$68.9K -409 -12%
HJGA
604
Hardman Johnston Global Advisors
Connecticut
$505K
BWM
605
BerganKDV Wealth Management
Minnesota
$503K +$3.54K +21 +0.7%
GT
606
Glenview Trust
Kentucky
$497K
ECM
607
Everence Capital Management
Indiana
$493K
SP
608
Symmetry Partners
Connecticut
$492K -$324K -1,921 -40%
FMB
609
Field & Main Bank
Kentucky
$492K +$8.42K +50 +2%
TCOV
610
Trust Company of Vermont
Vermont
$487K
EWM
611
Empirical Wealth Management
Washington
$484K -$103K -609 -18%
CA
612
Capitolis Advisors
New York
$484K
FDCDDQ
613
Federation des caisses Desjardins du Quebec
Quebec, Canada
$483K
FAT
614
First American Trust
California
$481K
TRCT
615
Tower Research Capital (TRC)
New York
$480K -$1.46M -8,656 -76%
FC
616
FORA Capital
Florida
$478K -$511K -3,033 -52%
CT
617
Caldwell Trust
Florida
$470K +$253K +1,500 +125%
SC
618
Sepio Capital
Utah
$466K -$674 -4 -0.1%
UF
619
Univest Financial
Pennsylvania
$458K
FHA
620
Flagship Harbor Advisors
Massachusetts
$456K -$34.5K -205 -7%
ISB
621
Iowa State Bank
Iowa
$456K -$22.7K -135 -5%
CP
622
Coho Partners
Pennsylvania
$455K
WANY
623
Wealthspire Advisors (New York)
New York
$454K -$446K -2,648 -50%
AMG
624
Advisors Management Group
Wisconsin
$453K
PL
625
Parthenon LLC
Kentucky
$453K

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.