We are live on ! Find out more

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
BMO
626
Beck Mack & Oliver
New York
$366K
WAOTB
627
Wealth Advisors of Tampa Bay
Florida
$366K
LWM
628
Loveless Wealth Management
Montana
$365K -$3.7K -25 -1%
EWM
629
Evercore Wealth Management
New York
$365K
NB
630
Northwest Bancshares
Pennsylvania
$360K
PA
631
Profund Advisors
Maryland
$359K -$36.4K -246 -9%
WA
632
WealthTrust Axiom
Pennsylvania
$359K
AG
633
AlphaSimPlex Group
Massachusetts
$354K
AI
634
Atom Investors
Texas
$351K +$121K +821 +55%
MSRPS
635
Maryland State Retirement & Pension System
Maryland
$351K +$352K +2,380 New
TWI
636
Thomas White International
Illinois
$350K -$13.3K -90 -4%
9WM
637
9258 Wealth Management
Ohio
$349K -$5.18K -35 -2%
NIM
638
Northeast Investment Management
Massachusetts
$349K
CS
639
Cannell & Spears
New York
$347K
TFO
640
Tarbox Family Office
California
$347K
CIM
641
CIM Investment Management
Pennsylvania
$346K -$5.47K -37 -2%
Wellington Management Group
642
Wellington Management Group
Massachusetts
$345K -$86.7K -586 -21%
HAIM
643
Hunter Associates Investment Management
Pennsylvania
$344K -$11.8K -80 -3%
MA
644
MUFG Americas
New York
$337K +$1.33K +9 +0.4%
CIA
645
Capital Investment Advisors
Georgia
$336K +$740 +5 +0.2%
BWAM
646
Boyd Watterson Asset Management
Ohio
$335K
DSC
647
Duncker Streett & Co
Missouri
$334K
LNC
648
Lincoln National Corp
Pennsylvania
$330K +$29.7K +201 +10%
AIP
649
Ameritas Investment Partners
Nebraska
$327K -$29.6K -200 -9%
MRCM
650
M&R Capital Management
New Jersey
$327K

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.