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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
RPWA
876
Regent Peak Wealth Advisors
Georgia
$37K +$35.7K +241 New
HI
877
Human Investing
Oregon
$36K -$148 -1 -0.4%
EW
878
Evoke Wealth
California
$36K
SWM
879
Sugarloaf Wealth Management
Georgia
$35K
CFN
880
Cordasco Financial Network
Florida
$32K
RAM
881
Riggs Asset Management
Pennsylvania
$30K -$124K -837 -81%
ARMC
882
American Research & Management Company
Massachusetts
$30K
OSNBOA
883
Old Second National Bank of Aurora
Illinois
$30K
TC
884
Trust Company
Kansas
$30K
TC
885
Truvestments Capital
Florida
$30K
Twin Tree Management
886
Twin Tree Management
Texas
$30K +$28.3K +191 +2,729%
SWA
887
SOA Wealth Advisors
New York
$30K +$30.2K +204 New
ATC
888
Adirondack Trust Company
New York
$29K
CIAS
889
CBIZ Investment Advisory Services
Ohio
$29K
LC
890
Lindbrook Capital
California
$29K +$444 +3 +2%
FMII
891
Farmers & Merchants Investments Inc
Nebraska
$27K
GAM
892
Gemmer Asset Management
California
$26K
PWMG
893
Prestige Wealth Management Group
New Jersey
$25K -$57K -385 -70%
RIM
894
Rockbridge Investment Management
New York
$25K
PP
895
Pacifica Partners
Canada
$25K +$7.4K +50 +42%
PI
896
PEAK6 Investments
Illinois
$24K -$914K -6,178 -98%
APWM
897
Atlas Private Wealth Management
New York
$24K +$23.7K +160 New
WT
898
Washington Trust
Rhode Island
$23K -$11.1K -75 -33%
BCM
899
Bourgeon Capital Management
Connecticut
$23K
FCA
900
FinTrust Capital Advisors
South Carolina
$23K

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.