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
CAAS
826
Capital Asset Advisory Services
Michigan
$95K +$92.3K +624 New
JFGIW
827
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K +$10.1K +68 +12%
LSA
828
Leonteq Securities AG
Switzerland
$93.2K +$90.6K +612 New
KFI
829
Key Financial Inc
Pennsylvania
$93K +$90K +608 New
VCG
830
Vantage Consulting Group
Virginia
$92K +$89.2K +603 New
BC
831
Blackhill Capital
New Jersey
$91K
FF
832
FourThought Financial
Florida
$91K +$88.8K +600 New
RWB
833
RMR Wealth Builders
New Jersey
$87K +$84.6K +572 New
D
834
Diversified
Delaware
$86K +$89.2K +603 New
GWM
835
Greenhouse Wealth Management
Connecticut
$84K +$81.5K +551 New
ECM
836
Estabrook Capital Management
New York
$83.8K
PGAM
837
Princeton Global Asset Management
New Jersey
$83K
MAM
838
Meeder Asset Management
Ohio
$81K +$7.7K +52 +11%
GEA
839
Glen Eagle Advisors
New Jersey
$80.7K
AF
840
Allworth Financial
California
$79K +$444 +3 +0.6%
AIM
841
Anchor Investment Management
South Carolina
$78.9K
RE
842
RBC Europe
United Kingdom
$76.2K
AA
843
Ancora Advisors
Ohio
$76K
SIAG
844
Signet Investment Advisory Group
Rhode Island
$76K +$74K +500 New
VCM
845
Versant Capital Management
Arizona
$70K -$740 -5 -1%
CWA
846
Clearview Wealth Advisors
Oregon
$66K +$63.8K +431 New
MLFP
847
MPS Loria Financial Planners
Illinois
$65K +$1.18K +8 +2%
GRP
848
Global Retirement Partners
California
$63K +$296 +2 +0.5%
DAC
849
Dividend Assets Capital
South Carolina
$62K +$60.7K +410 New
IA
850
IFP Advisors
Florida
$61K -$8.43K -57 -12%

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.