We are live on ! Find out more

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
801
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$137K +$100K +678 +303%
LWA
802
Lowe Wealth Advisors
Maryland
$136K +$148 +1 +0.1%
QCG
803
Quadrant Capital Group
Ohio
$133K -$7.7K -52 -6%
LPIC
804
LeJeune Puetz Investment Counsel
Michigan
$131K
GC
805
Grace Capital
Massachusetts
$129K -$44.4K -300 -26%
IAM
806
Infusive Asset Management
New York
$129K +$126K +850 New
PWM
807
Perigon Wealth Management
California
$124K +$121K +815 New
NR
808
Newfound Research
Massachusetts
$123K +$120K +809 New
KTC
809
Kistler-Tiffany Companies
Pennsylvania
$122K
PO
810
Private Ocean
California
$122K
PCG
811
Private Capital Group
Connecticut
$122K +$33.6K +227 +39%
BFEC
812
Benjamin F. Edwards & Company
Missouri
$121K
ICP
813
Interchange Capital Partners
Pennsylvania
$121K +$118K +800 New
HCP
814
Hexagon Capital Partners
Arkansas
$118K +$1.92K +13 +2%
MCM
815
MV Capital Management
Maryland
$114K
ANBT
816
American National Bank & Trust
Texas
$114K +$5.18K +35 +5%
BAM
817
Belpointe Asset Management
Nevada
$111K +$108K +728 New
BAM
818
Bellevue Asset Management
Washington
$110K
TWA
819
TCI Wealth Advisors
Arizona
$109K +$148 +1 +0.1%
BAM
820
Barrett Asset Management
New York
$106K
IAIM
821
International Assets Investment Management
Florida
$105K +$102K +691 New
NFSG
822
Newbridge Financial Services Group
Florida
$104K -$62.6K -423 -38%
CA
823
Clearstead Advisors
Ohio
$98K -$5.33K -36 -5%
SIC
824
Salem Investment Counselors
North Carolina
$98K
PFSC
825
Peoples Financial Services Corp
Pennsylvania
$96K

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.