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Hershey
630 hedge funds and large institutions have $11.3B invested in Hershey in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 248 reducing their positions, and 59 closing their positions.
New
Increased
Maintained
Reduced
Closed
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
5% less capital invested
Capital invested by funds: $11.9B → $11.3B (-$546M)
1.57% less ownership
Funds ownership: 75.1% → 73.53% (-1.6%)
3% less funds holding
Funds holding: 649 → 630 (-19)
21% less call options, than puts
Call options by funds: $72.5M | Put options by funds: $92.1M
24% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 59
25% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 248
Holders
630
Holders Change
-19
Holders Change %
-2.93%
% of All Funds
18.28%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
45
Increased
187
Reduced
248
Closed
59
Calls
$72.5M
Puts
$92.1M
Net Calls
-$19.6M
Net Calls Change
-$20.7M
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$141M |
| 2 |
JP Morgan Chase
New York
|
+$112M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$82.3M |
| 4 |
AC
Alleghany Corporation
New York
|
+$55.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$52.4M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$194M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$163M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$158M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$86.8M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$81.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
676
Dynamic Technology Lab
Singapore
| – | -$290K | -2,978 | Closed |
|
677
Natixis Advisors
Boston,
Massachusetts
| – | -$287K | -2,947 | Closed |
|
|
AP
678
Advisor Partners
Walnut Creek,
California
| – | -$208K | -2,134 | Closed |
|
|
BFA
679
Bragg Financial Advisors
Charlotte,
North Carolina
| – | -$205K | -2,109 | Closed |
|
|
OC
680
Oarsman Capital
Milwaukee,
Wisconsin
| – | -$202K | -2,070 | Closed |
|
|
TAM
681
Tocqueville Asset Management
New York
| – | -$54K | -552 | Closed |
|
|
SEC
682
Seven Eight Capital
New York
| – | -$49K | -500 | Closed |
|
|
GSC
683
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$16K | -168 | Closed |
|
|
KLWA
684
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$11K | -109 | Closed |
|
|
WA
685
Waverly Advisors
Birmingham,
Alabama
| – | -$6K | -63 | Closed |
|
|
PAS
686
Partnervest Advisory Services
Santa Barbara,
California
| – | -$5K | -54 | Closed |
|
|
TIM
687
Tortoise Investment Management
White Plains,
New York
| – | -$3K | -30 | Closed |
|