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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
SAF
676
Smith Anglin Financial
Texas
$367K +$1.68K +10 +0.5%
EGA
677
E&G Advisors
Texas
$366K -$354K -2,100 Closed
Twin Tree Management
678
Twin Tree Management
Texas
$362K +$350K +2,081 New
DBIA
679
Dumont & Blake Investment Advisors
New Jersey
$360K +$6.74K +40 +2%
AOWM
680
Alpha Omega Wealth Management
Virginia
$360K +$348K +2,065 New
SB
681
Simmons Bank
Arkansas
$359K
WA1
682
Wimmer Associates 1
California
$358K
AIP
683
Ameritas Investment Partners
Nebraska
$353K
SWMG
684
Sanchez Wealth Management Group
Florida
$353K
BBA
685
Braun-Bostich & Associates
Pennsylvania
$353K +$2.02K +12 +0.6%
MA
686
Mutual Advisors
Nebraska
$353K +$7.07K +42 +2%
BP
687
Ballentine Partners
Massachusetts
$352K -$2.86K -17 -0.8%
BCI
688
Brinker Capital Investments
Pennsylvania
$352K +$340K +2,021 New
BCM
689
Bayesian Capital Management
New York
$351K -$974K -5,783 -74%
CFGS
690
Concourse Financial Group Securities
Alabama
$349K +$22.2K +132 +7%
BEC
691
Blue Edge Capital
Virginia
$348K
CA
692
Callahan Advisors
Texas
$348K
CNBTD
693
Citizens National Bank Trust Department
Mississippi
$348K
MCM
694
Mainstay Capital Management
Michigan
$348K
OC
695
Oarsman Capital
Wisconsin
$348K
SSG
696
Summit Securities Group
New York
$347K +$335K +1,991 New
IC
697
Inscription Capital
Texas
$344K -$32.7K -194 -9%
PWP
698
Principle Wealth Partners
Connecticut
$344K
WP
699
WMS Partners
Maryland
$343K
VFA
700
Voya Financial Advisors
Connecticut
$342K -$962K -5,711 -74%

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.