We are live on ! Find out more

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
TTWM
726
TCV Trust & Wealth Management
Virginia
$246K
FWM
727
Frontier Wealth Management
Missouri
$246K +$444 +3 +0.2%
VAS
728
Vestmark Advisory Solutions
Massachusetts
$246K +$4.29K +29 +2%
WT
729
Whittier Trust
California
$244K
Luther King Capital Management (LKCM)
730
Luther King Capital Management (LKCM)
Texas
$244K +$237K +1,600 New
MA
731
Montag & Associates
Georgia
$240K -$74K -500 -24%
AIM
732
Aigen Investment Management
New York
$238K +$231K +1,560 New
CG
733
Colony Group
Massachusetts
$237K -$13.5K -91 -6%
FNBTCON
734
First National Bank & Trust Co of Newtown
Pennsylvania
$237K -$5.18K -35 -2%
CT
735
Coastline Trust
Rhode Island
$236K
CFGS
736
Concourse Financial Group Securities
Alabama
$236K +$22.2K +150 +11%
KWM
737
Kingsview Wealth Management
Oregon
$235K -$888 -6 -0.4%
NFG
738
Northeast Financial Group
Pennsylvania
$232K +$226K +1,525 New
FC
739
Financial Consulate
Maryland
$232K +$592 +4 +0.3%
BMC
740
Beaton Management Company
Massachusetts
$230K
SFWC
741
Strategic Family Wealth Counselors
New Jersey
$229K +$888 +6 +0.4%
LRPA
742
L. Roy Papp & Associates
Arizona
$228K
PBC
743
Pavion Blue Capital
California
$228K
SWM
744
SVA Wealth Management
Wisconsin
$228K
MCM
745
McRae Capital Management
New Jersey
$228K +$222K +1,500 New
STC
746
Sarah T. Connolly
$228K +$222K +1,500 New
CFA
747
Carroll Financial Associates
North Carolina
$226K
EF
748
Empirical Finance
Pennsylvania
$226K +$219K +1,483 New
QP
749
Quilter Plc
United Kingdom
$225K +$1.48K +10 +0.7%
JWA
750
JFS Wealth Advisors
Pennsylvania
$225K +$14.5K +98 +7%

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.