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Hershey
HSY

805 hedge funds and large institutions have $12.6B invested in Hershey in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 254 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

26% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $62M

6% more funds holding

Funds holding: 757 → 805 (+48)

5% more capital invested

Capital invested by funds: $11.9B → $12.6B (+$653M)

2.11% more ownership

Funds ownership: 72.01% → 74.12% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 235

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
18.26%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
110
Increased
254
Reduced
235
Closed
55
Calls
$78.1M
Puts
$62M
Net Calls
+$16M
Net Calls Change
-$3.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$253M
2
SI
Scharf Investments
California
+$86.5M
3
Invesco
Invesco
Georgia
+$80.3M
4
American Century Companies
American Century Companies
Missouri
+$65.2M
5
APG Asset Management
APG Asset Management
Netherlands
+$64.7M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$203M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$122M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.5M
4
LCM
Laurion Capital Management
New York
-$82.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$55.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
801
Financial Gravity Companies
Texas
$1K +$550 +5 New
AWA
802
Acorn Wealth Advisors
Michigan
$1K +$770 +7 New
Walleye Trading
803
Walleye Trading
New York
$448 -$96.6K -878 -18%
PCG
804
Private Capital Group
Connecticut
$115 +$112K +1,017 New
First Eagle Investment Management
805
First Eagle Investment Management
New York
– -$122M -1,115,299 Closed
ETC
806
Evercore Trust Company
New York
– -$106M -970,564 Closed
Credit Agricole
807
Credit Agricole
France
– -$30.9M -282,912 Closed
Alyeska Investment Group
808
Alyeska Investment Group
Illinois
– -$21M -192,421 Closed
IIM
809
Ivory Investment Management
New York
– -$15.4M -140,702 Closed
SAM
810
Scopus Asset Management
New York
– -$14.8M -135,834 Closed
NFA
811
Nationwide Fund Advisors
Ohio
– -$9.63M -88,257 Closed
HHC
812
Hutchin Hill Capital
New York
– -$8.34M -76,400 Closed
SI
813
Scout Investments
Missouri
– -$6.73M -61,635 Closed
BCM
814
Bridgeway Capital Management
Texas
– -$5.51M -50,500 Closed
CPIM
815
Columbia Partners Investment Management
Virginia
– -$2.89M -26,487 Closed
BVDMP
816
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$1.37M -12,532 Closed
PG
817
Pendal Group
Australia
– -$1.31M -11,963 Closed
DCM
818
Dynamic Capital Management
Jersey
– -$1.3M -11,953 Closed
Jane Street
819
Jane Street
New York
– -$1.31M -11,878 Closed
HI
820
Horizon Investments
North Carolina
– -$1.25M -11,692 Closed
AIM
821
Alambic Investment Management
California
– -$1.11M -10,150 Closed
Voloridge Investment Management
822
Voloridge Investment Management
Florida
– -$1.04M -9,511 Closed
CC
823
Cipher Capital
New York
– -$1.02M -9,315 Closed
GH
824
GAM Holding
Switzerland
– -$899K -8,233 Closed
CANY
825
Caxton Associates (New York)
New York
– -$819K -7,500 Closed
31 32
33
34 35

HSY Hedge Fund Activity: Q4 2017 in Review

805 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2017, worth a combined $12.6B — up 5.5% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HSY positions and 55 closed out — a net gain of 55 holders — while 254 added to existing stakes and 235 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was D.E. Shaw & Co, cutting an estimated $203M.

  • 805 institutional investors held Hershey (HSY) as of Q4 2017, up from 757 in Q3 2017.
  • Funds reported $12.6B of Hershey stock for Q4 2017, up 5.5% quarter-over-quarter.
  • 110 funds opened new Hershey positions in Q4 2017 and 55 closed out, a net change of +55 holders.
  • The largest Hershey buyer in Q4 2017 was BlackRock, an estimated $253M added.
  • The largest Hershey seller in Q4 2017 was D.E. Shaw & Co, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2017.