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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
LTI
876
Laffer Tengler Investments
Tennessee
$52K
EDRH
877
Edmond de Rothschild Holding
Switzerland
$51K
GWMIA
878
Global Wealth Management Investment Advisory
Florida
$51K
MPWT
879
MassMutual Private Wealth & Trust
Connecticut
$50K +$31.5K +209 +190%
SFS
880
Sowell Financial Services
Arkansas
$49K +$22.6K +150 +107%
BDWM
881
Brewin Dolphin Wealth Management
Ireland
$47.4K
MHR
882
Matthew Hamilton Rosenberg
$47K
PWA
883
Phoenix Wealth Advisors
North Carolina
$47K
WWMSC
884
Wagner Wealth Management (South Carolina)
South Carolina
$47K +$44.4K +295 New
PMFA
885
Plante Moran Financial Advisors
Michigan
$46K -$1.35K -9 -3%
M
886
MOTCO
Texas
$46K -$151 -1 -0.3%
DWP
887
Destiny Wealth Partners
Florida
$43K -$255K -1,696 -86%
CBT
888
CoreFirst Bank & Trust
Kansas
$43K
CFFP
889
Center for Financial Planning
Michigan
$42K
RFA
890
Reilly Financial Advisors
California
$42K
AA
891
AlphaMark Advisors
Kentucky
$40K
NSIM
892
North Star Investment Management
Illinois
$40K +$151 +1 +0.4%
SOW
893
State of Wyoming
Wyoming
$40K +$38.1K +253 New
SWP
894
ShoreHaven Wealth Partners
New Jersey
$38K
GWSG
895
GPS Wealth Strategies Group
Colorado
$38K +$37K +246 New
EW
896
Evoke Wealth
California
$37K
PWMG
897
Prestige Wealth Management Group
New Jersey
$37K +$9.49K +63 +38%
HI
898
Human Investing
Oregon
$36K -$1.21K -8 -3%
CFN
899
Cordasco Financial Network
Florida
$33K
ATC
900
Adirondack Trust Company
New York
$32K

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.