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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
EF
776
Empirical Finance
Pennsylvania
$226K
NA
777
Navellier & Associates
Nevada
$226K +$1.21K +8 +0.6%
6M
778
6 Meridian
Kansas
$225K +$214K +1,424 New
FNBT
779
FineMark National Bank & Trust
Florida
$224K -$1.05K -7 -0.5%
WB
780
WesBanco Bank
West Virginia
$224K +$213K +1,414 New
NFG
781
Next Financial Group
Texas
$223K
CYG
782
Clean Yield Group
Vermont
$221K
PAS
783
Park Avenue Securities
New York
$221K +$211K +1,400 New
VDI
784
Vaughan David Investments
Illinois
$220K
CCP
785
Corient Capital Partners
California
$217K +$207K +1,377 New
BWM
786
BCS Wealth Management
Tennessee
$216K
EWA
787
EP Wealth Advisors
California
$216K +$206K +1,368 New
WS
788
Wedbush Securities
California
$213K +$203K +1,346 New
AIC
789
Ameritas Investment Company
Nebraska
$211K +$201K +1,336 New
HBT
790
Hills Bank & Trust
Iowa
$211K -$602 -4 -0.3%
ESBC
791
E.S. Barr & Co
Kentucky
$211K
MJRIC
792
Mogy Joel R Investment Counsel
California
$211K
BFG
793
Barber Financial Group
Kansas
$210K +$200K +1,328 New
CFG
794
Cooper Financial Group
California
$207K -$18.2K -121 -8%
SWK
795
Stephen W. Kidder
$206K -$19.4K -129 -9%
KCM
796
Kanawha Capital Management
Virginia
$206K -$3.46K -23 -2%
CA
797
Cullinan Associates
Kentucky
$206K +$196K +1,300 New
ET
798
Equitable Trust
Tennessee
$206K +$196K +1,300 New
KP
799
Keel Point
Alabama
$204K -$55.7K -370 -22%
BFA
800
Beaumont Financial Advisors
Massachusetts
$204K -$3.92K -26 -2%

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.