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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
UF
626
Univest Financial
Pennsylvania
$415K
CP
627
Coho Partners
Pennsylvania
$414K
PL
628
Parthenon LLC
Kentucky
$411K
AMG
629
Advisors Management Group
Wisconsin
$411K +$30.1K +200 +8%
CAM
630
Columbia Asset Management
Michigan
$409K
HI
631
Hudock Inc
Pennsylvania
$406K +$301 +2 +0.1%
MRCM
632
M&R Capital Management
New Jersey
$403K +$60.2K +400 +19%
TPWA
633
TRUE Private Wealth Advisors
Oregon
$402K -$115K -763 -23%
HC
634
Hendley & Co
Ohio
$401K
AC
635
Allstate Corporation
Illinois
$399K -$25.9K -172 -6%
AIM
636
Allen Investment Management
New York
$399K
CS
637
Comerica Securities
Michigan
$398K +$151 +1 +0%
AWMT
638
AAFMAA Wealth Management & Trust
North Carolina
$397K
LCM
639
Laurion Capital Management
New York
$395K +$377K +2,500 New
SC
640
Schulhoff & Co
Ohio
$392K
CAPTRUST Financial Advisors
641
CAPTRUST Financial Advisors
North Carolina
$385K +$86K +571 +31%
ESCM
642
Echo Street Capital Management
New York
$384K -$300K -1,991 -45%
HHAA
643
Henry H. Armstrong Associates
Pennsylvania
$384K
BMO
644
Beck Mack & Oliver
New York
$380K
WAOTB
645
Wealth Advisors of Tampa Bay
Florida
$380K
LWM
646
Loveless Wealth Management
Montana
$379K
QVT
647
Quantitative Value Technologies
Kansas
$376K +$357K +2,372 New
CI
648
Conning Inc
Connecticut
$375K -$46.5M -308,757 -99%
WA
649
WealthTrust Axiom
Pennsylvania
$373K
SF
650
Synovus Financial
Georgia
$371K -$7.98K -53 -2%

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.