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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
PO
826
Private Ocean
California
$134K +$7.38K +49 +6%
IBOK
827
Independence Bank of Kentucky
Kentucky
$127K -$16.6K -110 -12%
KTC
828
Kistler-Tiffany Companies
Pennsylvania
$127K
FP
829
Financial Perspectives
Minnesota
$122K +$2.89M +19,174 +15,716%
BAM
830
Bellevue Asset Management
Washington
$119K
MCM
831
MV Capital Management
Maryland
$119K +$452 +3 +0.4%
TWA
832
TCI Wealth Advisors
Arizona
$119K +$5.42K +36 +5%
BFEC
833
Benjamin F. Edwards & Company
Missouri
$117K -$8.28K -55 -7%
SNT
834
Security National Trust
West Virginia
$111K -$30.1K -200 -22%
PCG
835
Private Capital Group
Connecticut
$109K -$17K -113 -14%
IAIM
836
International Assets Investment Management
Florida
$105K
EI
837
Ellevest Inc
New York
$104K -$60.1K -399 -38%
SIC
838
Salem Investment Counselors
North Carolina
$102K
GAM
839
Grandview Asset Management
Pennsylvania
$101K +$96.4K +640 New
PFSC
840
Peoples Financial Services Corp
Pennsylvania
$99K
JFGIW
841
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K
KFI
842
Key Financial Inc
Pennsylvania
$96K
CA
843
Clearstead Advisors
Ohio
$95K -$6.63K -44 -7%
BC
844
Blackhill Capital
New Jersey
$95K
FF
845
FourThought Financial
Florida
$94K
RWB
846
RMR Wealth Builders
New Jersey
$90K
AF
847
Allworth Financial
California
$89K +$7.08K +47 +9%
LSA
848
Leonteq Securities AG
Switzerland
$87.1K -$9.19K -61 -10%
ECM
849
Estabrook Capital Management
New York
$87K
PGAM
850
Princeton Global Asset Management
New Jersey
$86K

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.