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917 hedge funds and large institutions have $14.8B invested in Hershey in 2020 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 276 increasing their positions, 359 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% less ownership

Funds ownership: 75.34%75.16% (-0.18%)

5% less funds holding

Funds holding: 961917 (-44)

10% less capital invested

Capital invested by funds: $16.4B → $14.8B (-$1.62B)

18% less call options, than puts

Call options by funds: $157M | Put options by funds: $192M

23% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 359

27% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 114

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
917
Holders Change
-44
Holders Change %
-4.58%
% of All Funds
20.2%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
83
Increased
276
Reduced
359
Closed
114
Calls
$157M
Puts
$192M
Net Calls
-$34.5M
Net Calls Change
+$33.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
851
Sowell Financial Services
Arkansas
$15K -$481K -3,261 -97%
NICM
852
Neo Ivy Capital Management
New York
$15K +$17K +115 New
HWA
853
Heritage Wealth Advisors
Virginia
$14.6K
EARNEST Partners
854
EARNEST Partners
Georgia
$14K
BWA
855
Burt Wealth Advisors
Maryland
$13K
PP
856
Pacifica Partners
Canada
$13K
WB
857
Webster Bank
Connecticut
$13K
BWM
858
BerganKDV Wealth Management
Minnesota
$13K +$13.9K +94 +3,133%
CAGAS
859
Capital Advisory Group Advisory Services
Minnesota
$13K +$14.8K +100 New
DWM
860
Darwin Wealth Management
Florida
$13K +$15K +102 New
Loomis, Sayles & Company
861
Loomis, Sayles & Company
Massachusetts
$12K -$156K -1,058 -92%
GWS
862
Glassman Wealth Services
Virginia
$12K -$1.33K -9 -9%
CCM
863
Covington Capital Management
California
$12K
KPW
864
Kore Private Wealth
New York
$12K +$13.6K +92 New
OAM
865
Optimal Asset Management
California
$12K +$7.08M +48,005 +114%
SLF
866
Sun Life Financial
Ontario, Canada
$11K -$295 -2 -2%
CHC
867
City Holding Co
West Virginia
$11K
FCM
868
Firestone Capital Management
Florida
$11K
HCM
869
Highlander Capital Management
New Jersey
$10K
KIG
870
Kessler Investment Group
Indiana
$10K
VNA
871
Valley National Advisers
Pennsylvania
$10K
M
872
MOTCO
Texas
$10K +$148 +1 +1%
ZB
873
Zions Bancorporation
Utah
$10K +$1.62K +11 +16%
TCM
874
Tradewinds Capital Management
Washington
$9K -$2.21K -15 -19%
PCFFS
875
Pacific Center for Financial Services
California
$9K

HSY Hedge Fund Activity: Q1 2020 in Review

917 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2020, worth a combined $14.8B — down 9.9% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of HSY and 83 opened new positions — a net loss of 31 holders — while 359 trimmed existing stakes and 276 added.

The largest buyer was Renaissance Technologies, adding an estimated $113M. The largest seller was APG Asset Management, cutting an estimated $143M.

  • 917 institutional investors held Hershey (HSY) as of Q1 2020, down from 961 in Q4 2019.
  • Funds reported $14.8B of Hershey stock for Q1 2020, down 9.9% quarter-over-quarter.
  • 83 funds opened new Hershey positions in Q1 2020 and 114 closed out, a net change of -31 holders.
  • The largest Hershey buyer in Q1 2020 was Renaissance Technologies, an estimated $113M added.
  • The largest Hershey seller in Q1 2020 was APG Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2020.