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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
CCM
926
Covington Capital Management
California
$14K -$4.44K -30 -25%
SLF
927
Sun Life Financial
Ontario, Canada
$13K -$148 -1 -1%
CHC
928
City Holding Co
West Virginia
$13K
GWS
929
Glassman Wealth Services
Virginia
$13K
PFBT
930
Parkside Financial Bank & Trust
Missouri
$13K +$444 +3 +4%
TFIPS
931
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.2K +$11.8K +80 New
FCM
932
Firestone Capital Management
Florida
$12K
FCH
933
Freestone Capital Holdings
Washington
$11.6K
SBL
934
Sargent Bickham Lagudis
Colorado
$11K -$10.2K -69 -48%
ZB
935
Zions Bancorporation
Utah
$11K -$148 -1 -1%
HCM
936
Highlander Capital Management
New Jersey
$11K
KIG
937
Kessler Investment Group
Indiana
$11K
PCFFS
938
Pacific Center for Financial Services
California
$11K
SIM
939
Sonora Investment Management
Arizona
$11K
COCM
940
Charter Oak Capital Management
New Hampshire
$11K +$10.4K +70 New
EARNEST Partners
941
EARNEST Partners
Georgia
$10K
LWANC
942
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
TCM
943
Tradewinds Capital Management
Washington
$10K
SWA
944
Sutton Wealth Advisors
Florida
$9.75K +$1.18K +8 +14%
WPA
945
West Paces Advisors
Georgia
$9.14K
TF
946
TimeScale Financial
Massachusetts
$9K
TWM
947
Tradition Wealth Management
Minnesota
$9K +$8.43K +57 New
OIA
948
Optimum Investment Advisors
Illinois
$8K
JWM
949
Janiczek Wealth Management
Colorado
$8K +$7.1K +48 +800%
TC
950
Tacita Capital
Ontario, Canada
$8K +$7.4K +50 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.