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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
FNBTCON
751
First National Bank & Trust Co of Newtown
Pennsylvania
$246K
CT
752
Coastline Trust
Rhode Island
$245K
FDCC
753
Foster Dykema Cabot & Co
Massachusetts
$244K -$142K -946 -38%
WI
754
Wintrust Investments
Illinois
$244K +$24.2K +161 +12%
FC
755
Financial Consulate
Maryland
$242K +$452 +3 +0.2%
NFG
756
Northeast Financial Group
Pennsylvania
$241K +$151 +1 +0.1%
BMC
757
Beaton Management Company
Massachusetts
$239K
SFWC
758
Strategic Family Wealth Counselors
New Jersey
$239K +$753 +5 +0.3%
OBGC
759
O'Brien Greene & Co
Pennsylvania
$237K -$30.1K -200 -12%
PBC
760
Pavion Blue Capital
California
$237K
STC
761
Sarah T. Connolly
$237K
LRPA
762
L. Roy Papp & Associates
Arizona
$236K
HCP
763
Hexagon Capital Partners
Arkansas
$236K +$108K +720 +93%
P
764
Pitcairn
Pennsylvania
$235K -$32.8K -218 -13%
CG
765
Colony Group
Massachusetts
$235K -$11K -73 -5%
JWA
766
JFS Wealth Advisors
Pennsylvania
$234K
GIA
767
Gateway Investment Advisers
Ohio
$233K -$23.5K -156 -10%
SAM
768
SignalPoint Asset Management
Missouri
$231K +$3.16K +21 +1%
FC
769
Farley Capital
New York
$230K
YWP
770
YorkBridge Wealth Partners
New York
$229K -$2.71K -18 -1%
FP
771
Foundry Partners
Minnesota
$229K
NL
772
NWAM LLC
Washington
$228K
RSWM
773
Robertson Stephens Wealth Management
California
$228K +$6.93K +46 +3%
Nomura Holdings
774
Nomura Holdings
Japan
$227K -$813K -5,400 -79%
DY
775
Dowling & Yahnke
California
$227K

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.