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Hershey
HSY

859 hedge funds and large institutions have $13B invested in Hershey in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 324 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

29% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 251

13% more capital invested

Capital invested by funds: $11.5B → $13B (+$1.5B)

3.34% more ownership

Funds ownership: 73.53% → 76.87% (+3.3%)

1% more funds holding

Funds holding: 847 → 859 (+12)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

69% less call options, than puts

Call options by funds: $78.9M | Put options by funds: $258M

Holders
859
Holders Change
+12
Holders Change %
+1.42%
% of All Funds
18.59%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
83
Increased
324
Reduced
251
Closed
64
Calls
$78.9M
Puts
$258M
Net Calls
-$179M
Net Calls Change
-$156M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$98.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$81.5M
3
State Street
State Street
Massachusetts
+$68.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$43M
5
BlackRock
BlackRock
New York
+$41.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$128M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$88.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.5M
4
TCM
TimesSquare Capital Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
901
FineMark National Bank & Trust
Florida
– -$289K -2,699 Closed
FA
902
FMA Advisory
Pennsylvania
– -$218K -2,030 Closed
TFA
903
Transamerica Financial Advisors
Florida
– -$116K -1,078 Closed
JA
904
JOYN Advisors
Georgia
– -$111K -1,039 Closed
Walleye Trading
905
Walleye Trading
New York
– -$108K -995 Closed
W
906
WealthOne
New York
– -$68K -633 Closed
PHK
907
Point72 Hong Kong
Hong Kong
– -$66K -612 Closed
SIAG
908
Signet Investment Advisory Group
Rhode Island
– -$58K -550 Closed
CA
909
Claro Advisors
Massachusetts
– -$33K -322 Closed
CC
910
Claybrook Capital
Massachusetts
– -$29K -275 Closed
WDL
911
Well Done LLC
Michigan
– -$29K -275 Closed
MWA
912
Meridian Wealth Advisors
Texas
– -$21K -200 Closed
RWA
913
River Wealth Advisors
Pennsylvania
– -$20K -187 Closed
PWMG
914
Prestige Wealth Management Group
New Jersey
– -$20K -186 Closed
MNBTD
915
Moody National Bank Trust Division
Texas
– -$13K -118 Closed
DWM
916
Doyle Wealth Management
Florida
– -$12K -114 Closed
PG
917
Patten Group
Tennessee
– -$9K -80 Closed
FTI
918
Fiduciary Trust International
Massachusetts
– -$3K -25 Closed
EWA
919
ERTS Wealth Advisors
Michigan
– -$2K -19 Closed
33 34 35 36
37

HSY Hedge Fund Activity: Q1 2019 in Review

859 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2019, worth a combined $13B — up 13% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HSY positions and 64 closed out — a net gain of 19 holders — while 324 added to existing stakes and 251 trimmed.

The largest buyer was Invesco, adding an estimated $98.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $128M sold.

  • 859 institutional investors held Hershey (HSY) as of Q1 2019, up from 847 in Q4 2018.
  • Funds reported $13B of Hershey stock for Q1 2019, up 13% quarter-over-quarter.
  • 83 funds opened new Hershey positions in Q1 2019 and 64 closed out, a net change of +19 holders.
  • The largest Hershey buyer in Q1 2019 was Invesco, an estimated $98.2M added.
  • The largest Hershey seller in Q1 2019 was Citadel Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2019.