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988 hedge funds and large institutions have $17B invested in Hershey in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 298 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $15.6B → $17B (+$1.47B)

7% more funds holding

Funds holding: 925988 (+63)

1% more call options, than puts

Call options by funds: $155M | Put options by funds: $153M

0.45% less ownership

Funds ownership: 74.9%74.46% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 307

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
988
Holders Change
+63
Holders Change %
+6.81%
% of All Funds
17.48%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
140
Increased
298
Reduced
307
Closed
63
Calls
$155M
Puts
$153M
Net Calls
+$1.85M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
676
Orrstown Financial Services
Pennsylvania
$301K -$4K -27 -1%
DBIA
677
Dumont & Blake Investment Advisors
New Jersey
$301K +$5.18K +35 +2%
PWP
678
Principle Wealth Partners
Connecticut
$301K +$292K +1,975 New
WP
679
WMS Partners
Maryland
$300K +$14.8K +100 +5%
DWP
680
Destiny Wealth Partners
Florida
$300K +$292K +1,970 New
IC
681
Inscription Capital
Texas
$299K +$68.1K +460 +31%
CT
682
Columbia Trust
Oregon
$295K +$287K +1,937 New
YIH
683
Y-Intercept (HK)
Hong Kong
$292K +$288K +1,943 New
FHA
684
First Horizon Advisors
Tennessee
$288K +$148 +1 +0.1%
OIA
685
OneDigital Investment Advisors
Kansas
$286K +$24.1K +163 +10%
SWM
686
SeaCrest Wealth Management
New York
$285K
CAPTRUST Financial Advisors
687
CAPTRUST Financial Advisors
North Carolina
$283K +$3.55K +24 +1%
E
688
Ergoteles
New York
$283K +$274K +1,855 New
FRA
689
Front Row Advisors
California
$282K
EFS
690
Essex Financial Services
Connecticut
$282K +$740 +5 +0.3%
T
691
TRUADVICE
Florida
$282K +$79K +534 +38%
TLP
692
Tri Locum Partners
New York
$281K +$273K +1,842 New
GD
693
Grandfield & Dodd
New York
$280K
DLA
694
Douglas Lane & Associates
New York
$279K -$33K -223 -11%
AA
695
ALPS Advisors
Colorado
$279K -$5.47K -37 -2%
NIC
696
Northwest Investment Counselors
Oregon
$279K
NICM
697
Neo Ivy Capital Management
New York
$278K +$218K +1,476 +423%
AFC
698
AFT Forsyth & Company
Florida
$276K
MAFM
699
Mid Atlantic Financial Management
Pennsylvania
$275K +$9.17K +62 +4%
ESB
700
Essex Savings Bank
Connecticut
$271K

HSY Hedge Fund Activity: Q4 2020 in Review

988 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2020, worth a combined $17B — up 9.5% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new HSY positions and 63 closed out — a net gain of 77 holders — while 298 added to existing stakes and 307 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $165M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 988 institutional investors held Hershey (HSY) as of Q4 2020, up from 925 in Q3 2020.
  • Funds reported $17B of Hershey stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 140 funds opened new Hershey positions in Q4 2020 and 63 closed out, a net change of +77 holders.
  • The largest Hershey buyer in Q4 2020 was Citadel Advisors, an estimated $165M added.
  • The largest Hershey seller in Q4 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2020.