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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
SWM
701
SeaCrest Wealth Management
New York
$316K +$18.8K +125 +7%
MA
702
MUFG Americas
New York
$315K -$33.3K -221 -10%
MA
703
Mutual Advisors
Nebraska
$314K -$12.2K -81 -4%
PWP
704
Principle Wealth Partners
Connecticut
$312K +$151 +1 +0.1%
WP
705
WMS Partners
Maryland
$312K +$151 +1 +0.1%
QPWM
706
Quadrant Private Wealth Management
Pennsylvania
$311K -$5.12K -34 -2%
EWM
707
Evercore Wealth Management
New York
$309K -$66.7K -443 -18%
TF
708
Tompkins Financial
New York
$304K -$11.3K -75 -4%
Members Trust
709
Members Trust
Florida
$302K -$17.2K -114 -6%
FHA
710
First Horizon Advisors
Tennessee
$302K +$2.86K +19 +1%
JCIA
711
Jackson Creek Investment Advisors
Colorado
$302K +$288K +1,911 New
CFGS
712
Concourse Financial Group Securities
Alabama
$296K +$48.9K +325 +21%
FRA
713
Front Row Advisors
California
$293K
GD
714
Grandfield & Dodd
New York
$290K
NIC
715
Northwest Investment Counselors
Oregon
$290K
EFS
716
Essex Financial Services
Connecticut
$287K -$5.57K -37 -2%
AFC
717
AFT Forsyth & Company
Florida
$286K
DLA
718
Douglas Lane & Associates
New York
$284K -$5.42K -36 -2%
NG
719
Northstar Group
New York
$281K
MAFM
720
Mid Atlantic Financial Management
Pennsylvania
$279K -$6.02K -40 -2%
CHAM
721
Clear Harbor Asset Management
Connecticut
$279K +$5.57K +37 +2%
TIA
722
Traphagen Investment Advisors
New Jersey
$277K +$263K +1,749 New
OFS
723
Orrstown Financial Services
Pennsylvania
$275K -$37.3K -248 -13%
MBTD
724
Mechanics Bank - Trust Department
California
$271K
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$270K

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.