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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
PWMAG
801
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$194K +1,285 New
HIA
802
Harbor Investment Advisory
Maryland
$202K
IC
803
IEQ Capital
California
$202K +$192K +1,278 New
W
804
WealthOne
New York
$201K -$26.1K -173 -12%
RPC
805
Rossmore Private Capital
Connecticut
$201K +$191K +1,269 New
EP
806
Eudaimonia Partners
Tennessee
$192K
CT
807
Caldwell Trust
Florida
$190K
Rockefeller Capital Management
808
Rockefeller Capital Management
New York
$183K -$11.1K -74 -6%
AF
809
Arrow Financial
New York
$182K
FMTCOCP
810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$174K
BWL
811
Bogart Wealth LLC
Virginia
$174K +$602 +4 +0.4%
WP
812
WealthShield Partners
North Carolina
$174K +$166K +1,102 New
S
813
SignatureFD
Georgia
$171K +$16.6K +110 +11%
APP
814
Alpha Paradigm Partners
Illinois
$163K
CCC
815
Crescent Capital Consulting
Louisiana
$158K
ERSOT
816
Employees Retirement System of Texas
Texas
$158K
SFG
817
Sage Financial Group
Pennsylvania
$153K
IAM
818
Infusive Asset Management
New York
$153K +$17.6K +117 +14%
QCG
819
Quadrant Capital Group
Ohio
$146K +$7.38K +49 +6%
HDIM
820
Hanson & Doremus Investment Management
Vermont
$144K +$151 +1 +0.1%
SFP
821
Sterling Financial Planning
New Jersey
$142K -$22.6K -150 -14%
LWA
822
Lowe Wealth Advisors
Maryland
$141K
LWM
823
Liberty Wealth Management
California
$138K
LPIC
824
LeJeune Puetz Investment Counsel
Michigan
$136K
GC
825
Grace Capital
Massachusetts
$134K

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.