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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
BCM
751
Bluefin Capital Management
New York
$225K +$218K +1,475 New
YWP
752
YorkBridge Wealth Partners
New York
$223K
FC
753
Farley Capital
New York
$221K
FP
754
Foundry Partners
Minnesota
$221K
GW
755
GW & Wade
Massachusetts
$221K +$214K +1,449 New
PWS
756
Precision Wealth Strategies
Missouri
$221K +$215K +1,451 New
SAM
757
SignalPoint Asset Management
Missouri
$220K +$148 +1 +0.1%
NL
758
NWAM LLC
Washington
$220K +$213K +1,442 New
W
759
WealthOne
New York
$220K +$213K +1,442 New
MCWS
760
McKinley Carter Wealth Services
West Virginia
$219K -$57K -385 -21%
DY
761
Dowling & Yahnke
California
$219K +$213K +1,437 New
SWK
762
Stephen W. Kidder
$218K -$10.5K -71 -5%
CFG
763
Cooper Financial Group
California
$218K +$212K +1,430 New
FNBT
764
FineMark National Bank & Trust
Florida
$217K +$1.04K +7 +0.5%
NA
765
Navellier & Associates
Nevada
$217K +$1.04K +7 +0.5%
NFG
766
Next Financial Group
Texas
$215K -$2.81K -19 -1%
PA
767
PFG Advisors
Arizona
$214K +$207K +1,402 New
CYG
768
Clean Yield Group
Vermont
$213K
RSWM
769
Robertson Stephens Wealth Management
California
$213K
CSPIA
770
Cary Street Partners Investment Advisory
Virginia
$212K +$96.3K +651 +88%
VDI
771
Vaughan David Investments
Illinois
$212K +$206K +1,389 New
WI
772
Wintrust Investments
Illinois
$210K +$204K +1,380 New
BWM
773
BCS Wealth Management
Tennessee
$208K +$202K +1,364 New
RCA
774
Rowland Carmichael Advisors
Arizona
$206K +$200K +1,352 New
SS
775
Simplicity Solutions
Minnesota
$206K +$201K +1,355 New

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.