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Hershey
HSY

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: 2 → 6 (+4)

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

2% more funds holding

Funds holding: 988 → 1,003 (+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

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$112M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$89M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$78.1M
4
JGC
J. Goldman & Co
New York
+$63.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$47.2M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$128M
2
Millennium Management
Millennium Management
New York
-$112M
3
State Street
State Street
Massachusetts
-$63.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.1M
5
BlackRock
BlackRock
New York
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
901
Old Second National Bank of Aurora
Illinois
$32K – – –
RAM
902
Riggs Asset Management
Pennsylvania
$32K – – –
TC
903
Trust Company
Kansas
$32K – – –
TC
904
Truvestments Capital
Florida
$32K – – –
LC
905
Lindbrook Capital
California
$31K +$904 +6 +3%
CIAS
906
CBIZ Investment Advisory Services
Ohio
$30K – – –
ARMC
907
American Research & Management Company
Massachusetts
$28K -$3.77K -25 -13%
FMII
908
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
GAM
909
Gemmer Asset Management
California
$27K – – –
PP
910
Pacifica Partners
Canada
$27K – – –
WAP
911
Wealthcare Advisory Partners
Pennsylvania
$27K +$25.6K +170 New
APWM
912
Atlas Private Wealth Management
New York
$25K – – –
RIM
913
Rockbridge Investment Management
New York
$25K – – –
CAC
914
Certified Advisory Corp
Florida
$25K +$23.6K +157 New
BCM
915
Bourgeon Capital Management
Connecticut
$24K – – –
FCA
916
FinTrust Capital Advisors
South Carolina
$24K – – –
FPFS
917
First Personal Financial Services
North Carolina
$24K – – –
WT
918
Washington Trust
Rhode Island
$24K – – –
AWA
919
Arkadios Wealth Advisors
Georgia
$24K +$151 +1 +0.7%
FA
920
Financial Avengers
California
$23K +$151 +1 +0.7%
BCA
921
Berman Capital Advisors
Georgia
$23K +$602 +4 +3%
KFS
922
Kelly Financial Services
Massachusetts
$22.5K – – –
AIG
923
American International Group
New York
$21.7K +$379K +2,514 +2%
IAS
924
IMA Advisory Services
Colorado
$20K – – –
CA
925
Crewe Advisors
Utah
$19K – – –
35 36
37
38 39

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.