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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
BIM
726
Baldwin Investment Management
Pennsylvania
$269K -$3.46K -23 -1%
CPIA
727
Cornell Pochily Investment Advisors
New York
$269K
JFA
728
JNBA Financial Advisors
Minnesota
$268K
NFG
729
Nadler Financial Group
Illinois
$266K
MA
730
Montag & Associates
Georgia
$265K +$15.1K +100 +6%
EFSCE
731
Enterprise Financial Services Corp (EFSC)
Missouri
$263K -$5.57K -37 -2%
BS
732
Bessemer Securities
New York
$263K
HFM
733
Hartford Financial Management
Connecticut
$263K +$301 +2 +0.1%
LA
734
Latitude Advisors
Florida
$263K +$250K +1,663 New
CFS
735
Cannon Financial Strategists
Georgia
$263K
TPCW
736
TD Private Client Wealth
New York
$262K +$1.35K +9 +0.5%
MS
737
Madden Securities
Texas
$259K -$10.5K -70 -4%
ESB
738
Essex Savings Bank
Connecticut
$259K
SIM
739
Sentry Investment Management
Wisconsin
$257K -$1.17M -7,752 -83%
CAM
740
Cypress Asset Management
Texas
$256K
KCM
741
Kornitzer Capital Management
Kansas
$255K
TTWM
742
TCV Trust & Wealth Management
Virginia
$255K
FWM
743
Frontier Wealth Management
Missouri
$255K +$452 +3 +0.2%
ZF
744
Zhang Financial
Michigan
$254K -$73.3K -487 -23%
Two Sigma Advisers
745
Two Sigma Advisers
New York
$253K -$3.6M -23,901 -94%
WT
746
Whittier Trust
California
$253K
MCWS
747
McKinley Carter Wealth Services
West Virginia
$253K +$24.2K +161 +11%
SCA
748
Snowden Capital Advisors
New York
$252K +$240K +1,593 New
CFA
749
Carroll Financial Associates
North Carolina
$251K +$15.4K +102 +7%
PWS
750
Precision Wealth Strategies
Missouri
$247K +$16.3K +108 +7%

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.