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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
FPFS
901
First Personal Financial Services
North Carolina
$23K
AWA
902
Arkadios Wealth Advisors
Georgia
$23K +$22.3K +151 +15,100%
BCA
903
Berman Capital Advisors
Georgia
$22K +$1.48K +10 +7%
FA
904
Financial Avengers
California
$22K +$21.5K +145 New
KFS
905
Kelly Financial Services
Massachusetts
$21.6K -$1.04K -7 -5%
SFS
906
Sowell Financial Services
Arkansas
$21K -$444 -3 -2%
PG
907
Proffitt & Goodson
Tennessee
$21K
AIG
908
American International Group
New York
$20.5K -$704K -4,760 -3%
IAS
909
IMA Advisory Services
Colorado
$19K +$18.5K +125 New
FPCG
910
Fort Pitt Capital Group
Pennsylvania
$19K +$18.9K +128 New
FP
911
Financial Perspectives
Minnesota
$18.6K +$18.1K +122 New
AF
912
Advisornet Financial
Minnesota
$18K -$66.6K -450 -80%
CA
913
Crewe Advisors
Utah
$18K -$888 -6 -5%
HWA
914
Heritage Wealth Advisors
Virginia
$17K
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$17K
DOA
916
D'Orazio & Associates
Virginia
$16K +$15.5K +105 New
TFS
917
TrustCore Financial Services
Tennessee
$15K -$14.8K -100 -50%
1IA
918
1834 Investment Advisors
Wisconsin
$15K
BWA
919
Burt Wealth Advisors
Maryland
$15K
CAGAS
920
Capital Advisory Group Advisory Services
Minnesota
$15K
EWM
921
Edge Wealth Management
New York
$15K
VNA
922
Valley National Advisers
Pennsylvania
$15K
WB
923
Webster Bank
Connecticut
$15K
SN
924
Sittner & Nelson
Oregon
$15K +$14.8K +100 New
PWPS
925
Pinnacle Wealth Planning Services
Ohio
$15K +$15.1K +102 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.