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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
AAMU
51
Amundi Asset Management US
Massachusetts
$65.1M +$10.2M +69,012 +19%
US Bancorp
52
US Bancorp
Minnesota
$64.3M +$6.3M +42,589 +11%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$62.4M +$3.99M +26,970 +7%
Goldman Sachs
54
Goldman Sachs
New York
$61.6M -$30.2M -204,298 -34%
Los Angeles Capital Management
55
Los Angeles Capital Management
California
$61.3M +$47.6M +321,535 +399%
EVM
56
Eaton Vance Management
Massachusetts
$61.2M -$8.37M -56,540 -12%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$58.6M +$40.5M +273,475 +246%
MAM
58
Martingale Asset Management
Massachusetts
$56.9M +$3.44M +23,239 +7%
Canada Life
59
Canada Life
Manitoba, Canada
$51.6M -$1.25M -8,425 -2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$51.5M -$3.26M -22,032 -6%
Holocene Advisors
61
Holocene Advisors
New York
$49.4M +$46.3M +313,188 +2,749%
JP Morgan Chase
62
JP Morgan Chase
New York
$49.3M +$6.66M +44,985 +16%
CI
63
Conning Inc
Connecticut
$47.4M +$3.79M +25,605 +9%
Bessemer Group
64
Bessemer Group
New Jersey
$46M -$4.06M -27,419 -8%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$44.3M +$3.34M +22,578 +8%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$44.1M -$5.65M -38,200 -12%
RFC
67
Regions Financial Corp
Alabama
$43.3M +$1.21M +8,147 +3%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$42.3M +$605K +4,087 +1%
ACA
69
Anchor Capital Advisors
Massachusetts
$42M -$970K -6,556 -2%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$41.9M +$31.9M +215,716 +363%
SAM
71
Scopus Asset Management
New York
$41.9M +$40.7M +275,000 New
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$41.9M -$6.61M -44,640 -14%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$41.6M -$2.37M -16,046 -6%
BTW
74
Boston Trust Walden
Massachusetts
$39.4M +$1.43M +9,690 +4%
Barclays
75
Barclays
United Kingdom
$38.1M +$12M +80,809 +48%

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.