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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
SF
651
Synovus Financial
Georgia
$403K -$5.89K -35 -1%
TWI
652
Thomas White International
Illinois
$401K
NIM
653
Northeast Investment Management
Massachusetts
$399K
TFO
654
Tarbox Family Office
California
$397K
CS
655
Cannell & Spears
New York
$396K
KA
656
Klingman & Associates
New York
$395K -$67.4K -400 -15%
ABC
657
Associated Banc-Corp
Wisconsin
$395K -$60.6K -360 -14%
LNC
658
Lincoln National Corp
Pennsylvania
$394K +$5.05K +30 +1%
FA
659
Faithward Advisors
Pennsylvania
$393K
PFS
660
Prospera Financial Services
Texas
$392K -$10.6K -63 -3%
OIA
661
OneDigital Investment Advisors
Kansas
$391K -$11.5K -68 -3%
Fiera Capital (Canada)
662
Fiera Capital (Canada)
Quebec, Canada
$390K
SWM
663
SeaCrest Wealth Management
New York
$387K +$37.6K +223 +11%
ATC
664
Argent Trust Co
Tennessee
$385K -$17.3K -103 -4%
AA
665
ALPS Advisors
Colorado
$385K
CIA
666
Capital Investment Advisors
Georgia
$385K +$4.04K +24 +1%
KPWS
667
Kestra Private Wealth Services
Texas
$384K +$5.56K +33 +2%
PAA
668
Peregrine Asset Advisers
Oregon
$383K +$370K +2,200 New
DSC
669
Duncker Streett & Co
Missouri
$382K
PA
670
Profund Advisors
Maryland
$381K -$18.7K -111 -5%
NB
671
Northwest Bancshares
Pennsylvania
$377K
DLA
672
Douglas Lane & Associates
New York
$377K +$62.3K +370 +21%
GWCM
673
Godshalk Welsh Capital Management
Pennsylvania
$372K
PA
674
PFG Advisors
Arizona
$372K
QVT
675
Quantitative Value Technologies
Kansas
$369K -$42.6K -253 -11%

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.