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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
JGC
51
J. Goldman & Co
New York
$68.1M +$63.1M +419,268 +3,621%
US Bancorp
52
US Bancorp
Minnesota
$66.6M -$155K -1,030 -0.2%
Goldman Sachs
53
Goldman Sachs
New York
$66M +$1.91M +12,689 +3%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$65.4M +$45.4M +301,702 +270%
CS
55
Credit Suisse
Switzerland
$64.1M -$3.78M -25,086 -6%
VAM
56
Vontobel Asset Management
New York
$63.8M -$16.5M -109,778 -22%
UBS Group
57
UBS Group
Switzerland
$61.2M -$9.83M -65,271 -14%
MAM
58
Martingale Asset Management
Massachusetts
$60.9M +$1.74M +11,538 +3%
Barclays
59
Barclays
United Kingdom
$56.9M +$16.5M +109,809 +44%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$55.5M +$8.73M +57,951 +20%
Holocene Advisors
61
Holocene Advisors
New York
$54M +$2.5M +16,606 +5%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$52.6M -$813K -5,401 -2%
Bessemer Group
63
Bessemer Group
New Jersey
$50.4M +$2.49M +16,540 +5%
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$49.6M +$47.2M +313,659 New
Russell Investments Group
65
Russell Investments Group
United Kingdom
$47.6M +$9.54M +63,358 +27%
Canada Life
66
Canada Life
Manitoba, Canada
$47.6M -$5.46M -36,280 -11%
RFC
67
Regions Financial Corp
Alabama
$46.1M +$1.09M +7,260 +3%
Federated Hermes
68
Federated Hermes
Pennsylvania
$45.1M +$22.1M +146,572 +106%
PI
69
PGGM Investments
Netherlands
$44.9M +$8.32M +55,213 +24%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$44.5M +$610K +4,051 +1%
ACA
71
Anchor Capital Advisors
Massachusetts
$44.1M +$518K +3,440 +1%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$42.8M -$688K -4,567 -2%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$42.7M -$2.91M -19,325 -7%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$42.5M +$4.3M +28,567 +12%
BTW
75
Boston Trust Walden
Massachusetts
$41M +$125K +828 +0.3%

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.