Hershey
789 hedge funds and large institutions have $10.4B invested in Hershey in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 66 closing their positions.
33% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 66
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more funds holding
Funds holding: 771 → 789 (+18)
1.22% less ownership
Funds ownership: 76.62% → 75.4% (-1.2%)
8% less capital invested
Capital invested by funds: $11.3B → $10.4B (-$878M)
14% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 280
58% less call options, than puts
Call options by funds: $89.6M | Put options by funds: $212M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$57.5M |
| 3 |
Two Sigma Advisers
New York
|
+$43.1M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$41.4M |
| 5 |
Morgan Stanley
New York
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$142M |
| 2 |
HMP
HS Management Partners
New York
|
-$126M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$107M |
| 4 |
TAM
Troy Asset Management
London,
United Kingdom
|
-$71.3M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$52.6M |
HSY Hedge Fund Activity: Q2 2018 in Review
789 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2018, worth a combined $10.4B — down 7.8% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new HSY positions and 66 closed out — a net gain of 22 holders — while 241 added to existing stakes and 280 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Janus Henderson Group, cutting an estimated $142M.
- 789 institutional investors held Hershey (HSY) as of Q2 2018, up from 771 in Q1 2018.
- Funds reported $10.4B of Hershey stock for Q2 2018, down 7.8% quarter-over-quarter.
- 88 funds opened new Hershey positions in Q2 2018 and 66 closed out, a net change of +22 holders.
- The largest Hershey buyer in Q2 2018 was Fidelity Investments, an estimated $142M added.
- The largest Hershey seller in Q2 2018 was Janus Henderson Group, an estimated $142M sold.
Based on aggregated 13F filings for Q2 2018.