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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
NB
676
Northwest Bancshares
Pennsylvania
$343K -$30.1K -200 -8%
IC
677
Inscription Capital
Texas
$343K +$30.9K +205 +10%
HH
678
Hilltop Holdings
Texas
$342K +$26.8K +178 +9%
EI
679
Ethic Inc
New York
$341K -$278K -1,847 -46%
LOAMS
680
Lombard Odier Asset Management (Switzerland)
Switzerland
$339K +$323K +2,144 New
PA
681
PFG Advisors
Arizona
$338K +$111K +735 +52%
JWCA
682
J.W. Cole Advisors
Florida
$334K +$318K +2,113 New
SAF
683
Smith Anglin Financial
Texas
$332K -$904 -6 -0.3%
EGA
684
E&G Advisors
Texas
$332K
GWCM
685
Godshalk Welsh Capital Management
Pennsylvania
$332K
PI
686
Putnam Investments
Massachusetts
$329K -$16.8M -111,603 -98%
JWM
687
Jupiter Wealth Management
Colorado
$328K +$301K +2,000 New
SB
688
Simmons Bank
Arkansas
$326K -$3.31K -22 -1%
WA1
689
Wimmer Associates 1
California
$325K
BP
690
Ballentine Partners
Massachusetts
$322K +$48.5K +322 +19%
AIP
691
Ameritas Investment Partners
Nebraska
$321K -$17.9K -119 -6%
SWMG
692
Sanchez Wealth Management Group
Florida
$321K
SCA
693
Sippican Capital Advisors
Massachusetts
$320K
DBIA
694
Dumont & Blake Investment Advisors
New Jersey
$320K +$7.68K +51 +3%
BBA
695
Braun-Bostich & Associates
Pennsylvania
$319K +$42K +279 +16%
BEC
696
Blue Edge Capital
Virginia
$316K
CA
697
Callahan Advisors
Texas
$316K
CNBTD
698
Citizens National Bank Trust Department
Mississippi
$316K
MCM
699
Mainstay Capital Management
Michigan
$316K
OC
700
Oarsman Capital
Wisconsin
$316K

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.