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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
CANY
651
Caxton Associates (New York)
New York
$369K +$351K +2,333 New
AG
652
AlphaSimPlex Group
Massachusetts
$368K
ATC
653
Argent Trust Co
Tennessee
$366K -$33.6K -223 -9%
OIA
654
OneDigital Investment Advisors
Kansas
$366K +$65.8K +437 +23%
PFS
655
Prospera Financial Services
Texas
$365K +$37.8K +251 +12%
TWI
656
Thomas White International
Illinois
$364K
PA
657
Profund Advisors
Maryland
$363K -$9.19K -61 -3%
9WM
658
9258 Wealth Management
Ohio
$363K +$753 +5 +0.2%
NIM
659
Northeast Investment Management
Massachusetts
$362K
TFO
660
Tarbox Family Office
California
$361K
CS
661
Cannell & Spears
New York
$360K
SYBT
662
Stock Yards Bank & Trust
Kentucky
$359K +$36.7K +244 +12%
HAIM
663
Hunter Associates Investment Management
Pennsylvania
$357K
FA
664
Faithward Advisors
Pennsylvania
$357K +$339K +2,254 New
Fiera Capital (Canada)
665
Fiera Capital (Canada)
Quebec, Canada
$354K -$60.2K -400 -15%
LNC
666
Lincoln National Corp
Pennsylvania
$354K +$10.7K +71 +3%
SI
667
Stephens Inc
Arkansas
$352K +$36.1K +240 +12%
AA
668
ALPS Advisors
Colorado
$349K +$56.6K +376 +21%
ABC
669
Associated Banc-Corp
Wisconsin
$348K -$835K -5,545 -68%
VAS
670
Vestmark Advisory Solutions
Massachusetts
$348K +$87.6K +582 +36%
CCIA
671
Campbell & Co Investment Adviser
Maryland
$348K +$331K +2,201 New
DSC
672
Duncker Streett & Co
Missouri
$347K
CIM
673
CIM Investment Management
Pennsylvania
$346K -$12.7K -84 -4%
CIA
674
Capital Investment Advisors
Georgia
$345K -$3.01K -20 -0.9%
KPWS
675
Kestra Private Wealth Services
Texas
$344K +$327K +2,173 New

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.