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Hershey
HSY

Overview Fund Activity

1,033 hedge funds and large institutions have $18.6B invested in Hershey in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 335 increasing their positions, 307 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
18.14%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
88
Increased
335
Reduced
307
Closed
72
Calls
$202M
Puts
$132M
Net Calls
+$69.9M
Net Calls Change
-$39.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$132M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$62.7M
3
State Street
State Street
Massachusetts
+$53.1M
4
Millennium Management
Millennium Management
New York
+$48.6M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$46.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$138M
2
CIP
Champlain Investment Partners
Vermont
-$82.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$70.7M
4
KBC Group
KBC Group
Belgium
-$65.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
826
Dynamic Technology Lab
Singapore
$207K +$207K +1,221 New
MMPW
827
Mitchell McLeod Pugh & Williams
Alabama
$205K – – –
VCA
828
Verdence Capital Advisors
Maryland
$205K – – –
NRS
829
Neville Rodie & Shaw
New York
$203K – – –
HAFS
830
Hapanowicz & Associates Financial Services
Pennsylvania
$203K – – –
MIM
831
MTM Investment Management
South Carolina
$200K +$1.01K +6 +0.5%
AF
832
Arrow Financial
New York
$195K – – –
BWL
833
Bogart Wealth LLC
Virginia
$188K +$846 +5 +0.5%
CYG
834
Clean Yield Group
Vermont
$186K -$16.9K -100 -8%
FMTCOCP
835
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$186K – – –
1832 Asset Management
836
1832 Asset Management
Ontario, Canada
$180K +$180K +1,040 New
Koshinski Asset Management
837
Koshinski Asset Management
Illinois
$178K +$178K +1,052 New
AF
838
Allworth Financial
California
$175K +$27.7K +164 +19%
BAM
839
Belpointe Asset Management
Nevada
$172K -$507 -3 -0.3%
CCC
840
Crescent Capital Consulting
Louisiana
$169K – – –
TWA
841
TCI Wealth Advisors
Arizona
$168K +$40.4K +239 +32%
SFG
842
Sage Financial Group
Pennsylvania
$163K – – –
LWM
843
Liberty Wealth Management
California
$163K +$509 +3 +0.3%
EDRH
844
Edmond de Rothschild Holding
Switzerland
$162K +$108K +635 +198%
QCG
845
Quadrant Capital Group
Ohio
$159K +$7.11K +42 +5%
HDIM
846
Hanson & Doremus Investment Management
Vermont
$154K +$338 +2 +0.2%
SFP
847
Sterling Financial Planning
New Jersey
$152K – – –
LWA
848
Lowe Wealth Advisors
Maryland
$152K – – –
WQ
849
Wealth Quarterback
New Jersey
$147K -$8.64K -51 -6%
LPIC
850
LeJeune Puetz Investment Counsel
Michigan
$146K – – –
32 33
34
35 36