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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
NR
851
Newfound Research
Massachusetts
$83K -$42.6K -283 -35%
NFSG
852
Newbridge Financial Services Group
Florida
$82K -$24.8K -165 -24%
AIM
853
Anchor Investment Management
South Carolina
$81.9K
T
854
TOBAM
France
$80K -$1.49M -9,867 -95%
AA
855
Ancora Advisors
Ohio
$79K
GEA
856
Glen Eagle Advisors
New Jersey
$78.3K -$5.27K -35 -7%
PI
857
PEAK6 Investments
Illinois
$78K +$51.1K +339 +216%
CWA
858
Clearview Wealth Advisors
Oregon
$75K +$6.17K +41 +10%
VCM
859
Versant Capital Management
Arizona
$74K
Jones Financial Companies
860
Jones Financial Companies
Missouri
$74K +$26.4K +175 +60%
AIC
861
Archer Investment Corporation
Indiana
$73.5K +$70K +465 New
MLFP
862
MPS Loria Financial Planners
Illinois
$67K
GRP
863
Global Retirement Partners
California
$66K +$301 +2 +0.5%
DAC
864
Dividend Assets Capital
South Carolina
$65K
RE
865
RBC Europe
United Kingdom
$64.8K -$13.6K -90 -18%
IA
866
IFP Advisors
Florida
$64K
SIAP
867
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
TLCM
868
Twin Lakes Capital Management
California
$63K +$60.2K +400 New
PFGIA
869
Patriot Financial Group Insurance Agency
Massachusetts
$61K
TAIM
870
TD Ameritrade Investment Management
Nebraska
$57K
GG
871
Gleason Group
Kentucky
$56K +$301 +2 +0.6%
BAM
872
Barrett Asset Management
New York
$55K -$52.7K -350 -50%
CWM
873
Cranbrook Wealth Management
Michigan
$54K
TH
874
TCTC Holdings
Texas
$54K
DAM
875
Delta Asset Management
Tennessee
$53K

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.