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Hershey
HSY

859 hedge funds and large institutions have $13B invested in Hershey in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

29% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 251

13% more capital invested

Capital invested by funds: $11.5B → $13B (+$1.5B)

3.34% more ownership

Funds ownership: 73.53% → 76.87% (+3.3%)

1% more funds holding

Funds holding: 847 → 859 (+12)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

69% less call options, than puts

Call options by funds: $78.9M | Put options by funds: $258M

Holders
859
Holders Change
+12
Holders Change %
+1.42%
% of All Funds
18.59%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
83
Increased
324
Reduced
251
Closed
64
Calls
$78.9M
Puts
$258M
Net Calls
-$179M
Net Calls Change
-$156M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$98.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$81.5M
3
State Street
State Street
Massachusetts
+$68.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43M
5
BlackRock
BlackRock
New York
+$41.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$128M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$88.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.5M
4
TCM
TimesSquare Capital Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
851
Financial Gravity Asset Management
Texas
$3K +$2.94K +27 New
CCM
852
Copeland Capital Management
Pennsylvania
$2K – – –
WCM
853
Whitener Capital Management
North Carolina
$2K – – –
Fidelity International
854
Fidelity International
Bermuda
$2K +$871 +8 +133%
LYV
855
Live Your Vision
Pennsylvania
$1K +$980 +9 New
KIG
856
Kessler Investment Group
Indiana
$1K +$1.09K +10 New
Citadel Advisors
857
Citadel Advisors
Florida
– -$128M -1,176,107 Closed
TCM
858
TimesSquare Capital Management
New York
– -$62.8M -585,875 Closed
Balyasny Asset Management
859
Balyasny Asset Management
Illinois
– -$29.5M -275,259 Closed
SFM
860
Soros Fund Management
New York
– -$23.6M -220,000 Closed
CC
861
Carlson Capital
Texas
– -$17.9M -166,848 Closed
Point72 Asset Management
862
Point72 Asset Management
Connecticut
– -$14M -130,463 Closed
ECM
863
Element Capital Management
New York
– -$10.2M -94,899 Closed
ZDA
864
Zweig-DiMenna Associates
New York
– -$4.48M -41,770 Closed
Marshall Wace
865
Marshall Wace
United Kingdom
– -$3.38M -31,503 Closed
OAM
866
Oxford Asset Management
United Kingdom
– -$3.24M -30,196 Closed
CSM
867
CAMG Solamere Management
North Carolina
– -$2.97M -27,727 Closed
Rafferty Asset Management
868
Rafferty Asset Management
New York
– -$2.75M -25,627 Closed
AF
869
Ally Financial
Michigan
– -$2.68M -25,000 Closed
PWPCM
870
Perella Weinberg Partners Capital Management
New York
– -$2.66M -24,797 Closed
BAM
871
Blueshift Asset Management
New Jersey
– -$1.99M -18,538 Closed
GIA
872
Granite Investment Advisors
New Hampshire
– -$1.83M -17,087 Closed
SW
873
SVB Wealth
Massachusetts
– -$1.79M -16,738 Closed
HCMT
874
Highland Capital Management (Texas)
Texas
– -$1.61M -15,000 Closed
BCM
875
BlueCrest Capital Management
Jersey
– -$1.23M -11,436 Closed
33 34
35
36 37

HSY Hedge Fund Activity: Q1 2019 in Review

859 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2019, worth a combined $13B — up 13% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HSY positions and 64 closed out — a net gain of 19 holders — while 324 added to existing stakes and 251 trimmed.

The largest buyer was Invesco, adding an estimated $98.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $128M sold.

  • 859 institutional investors held Hershey (HSY) as of Q1 2019, up from 847 in Q4 2018.
  • Funds reported $13B of Hershey stock for Q1 2019, up 13% quarter-over-quarter.
  • 83 funds opened new Hershey positions in Q1 2019 and 64 closed out, a net change of +19 holders.
  • The largest Hershey buyer in Q1 2019 was Invesco, an estimated $98.2M added.
  • The largest Hershey seller in Q1 2019 was Citadel Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2019.