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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
SIAP
851
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$61K
SWA
852
Safir Wealth Advisors
New Hampshire
$61K +$59.2K +400 New
PFGIA
853
Patriot Financial Group Insurance Agency
Massachusetts
$58K -$740 -5 -1%
TAIM
854
TD Ameritrade Investment Management
Nebraska
$57K +$296 +2 +0.5%
GG
855
Gleason Group
Kentucky
$54K +$148 +1 +0.3%
CWM
856
Cranbrook Wealth Management
Michigan
$52K
TH
857
TCTC Holdings
Texas
$52K
DAM
858
Delta Asset Management
Tennessee
$51K +$7.4K +50 +18%
LTI
859
Laffer Tengler Investments
Tennessee
$49.5K +$48.7K +329 New
GWMIA
860
Global Wealth Management Investment Advisory
Florida
$49K
EDRH
861
Edmond de Rothschild Holding
Switzerland
$49K +$47.4K +320 New
MHR
862
Matthew Hamilton Rosenberg
$46K
BDWM
863
Brewin Dolphin Wealth Management
Ireland
$45.7K
PMFA
864
Plante Moran Financial Advisors
Michigan
$45K +$1.63K +11 +4%
PWA
865
Phoenix Wealth Advisors
North Carolina
$45K +$44.1K +298 New
M
866
MOTCO
Texas
$44K
Jones Financial Companies
867
Jones Financial Companies
Missouri
$44K +$43.1K +291 New
RFA
868
Reilly Financial Advisors
California
$41K
CI
869
CX Institutional
Indiana
$41K +$18.9K +128 +90%
CBT
870
CoreFirst Bank & Trust
Kansas
$41K +$40K +270 New
CFFP
871
Center for Financial Planning
Michigan
$40K -$10.4K -70 -21%
NSIM
872
North Star Investment Management
Illinois
$39K
AA
873
AlphaMark Advisors
Kentucky
$38K
CCA
874
Childress Capital Advisors
Texas
$37K +$35.5K +240 New
SWP
875
ShoreHaven Wealth Partners
New Jersey
$37K +$35.5K +240 New

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.