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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
SW
626
SVB Wealth
Massachusetts
$453K +$439K +2,604 New
CAM
627
Columbia Asset Management
Michigan
$450K
HI
628
Hudock Inc
Pennsylvania
$448K +$842 +5 +0.2%
MRCM
629
M&R Capital Management
New Jersey
$444K
TCM
630
Teza Capital Management
Illinois
$443K -$1.15M -6,835 -73%
HC
631
Hendley & Co
Ohio
$442K
AIM
632
Allen Investment Management
New York
$439K
CS
633
Comerica Securities
Michigan
$439K
AWMT
634
AAFMAA Wealth Management & Trust
North Carolina
$438K
WI
635
WBI Investments
New Jersey
$433K +$419K +2,488 New
SC
636
Schulhoff & Co
Ohio
$432K
SCA
637
Snowden Capital Advisors
New York
$431K +$149K +882 +55%
QSS
638
Quantitative Systematic Strategies
Florida
$430K +$416K +2,470 New
HH
639
Hilltop Holdings
Texas
$428K +$50.4K +299 +14%
HHAA
640
Henry H. Armstrong Associates
Pennsylvania
$423K
VAS
641
Vestmark Advisory Solutions
Massachusetts
$423K +$39.1K +232 +11%
JWCA
642
J.W. Cole Advisors
Florida
$423K +$52.7K +313 +15%
BMO
643
Beck Mack & Oliver
New York
$422K +$3.37K +20 +0.8%
WAOTB
644
Wealth Advisors of Tampa Bay
Florida
$418K
ED
645
Exane Derivatives
France
$416K -$125K -745 -24%
LWM
646
Loveless Wealth Management
Montana
$414K -$3.37K -20 -0.8%
WA
647
WealthTrust Axiom
Pennsylvania
$411K
9WM
648
9258 Wealth Management
Ohio
$408K +$7.58K +45 +2%
AC
649
Allstate Corporation
Illinois
$407K -$31.3K -186 -7%
AG
650
AlphaSimPlex Group
Massachusetts
$405K

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.