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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
SWA
926
SOA Wealth Advisors
New York
$18K -$13K -86 -42%
AF
927
Advisornet Financial
Minnesota
$18K – – –
HWA
928
Heritage Wealth Advisors
Virginia
$17.4K – – –
NICM
929
Neo Ivy Capital Management
New York
$17K -$258K -1,716 -94%
DOA
930
D'Orazio & Associates
Virginia
$17K – – –
CWP
931
Concord Wealth Partners
Virginia
$17K +$15.1K +100 +1,667%
PG
932
Proffitt & Goodson
Tennessee
$16K -$5.42K -36 -26%
1IA
933
1834 Investment Advisors
Wisconsin
$16K – – –
CAGAS
934
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
EWM
935
Edge Wealth Management
New York
$16K – – –
SN
936
Sittner & Nelson
Oregon
$16K – – –
TFS
937
TrustCore Financial Services
Tennessee
$16K – – –
WB
938
Webster Bank
Connecticut
$16K – – –
FHC
939
First Horizon Corporation
Tennessee
$16K +$12.7K +84 +365%
HFM
940
Harvest Fund Management
China
$16K +$15.8K +105 New
PFBT
941
Parkside Financial Bank & Trust
Missouri
$15K +$1.81K +12 +14%
GWS
942
Glassman Wealth Services
Virginia
$15K +$2.11K +14 +17%
CHC
943
City Holding Co
West Virginia
$14K – – –
CCM
944
Covington Capital Management
California
$14K – – –
SLF
945
Sun Life Financial
Ontario, Canada
$14K – – –
FCM
946
Firestone Capital Management
Florida
$13K – – –
TFIPS
947
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.7K – – –
HCM
948
Highlander Capital Management
New Jersey
$12K – – –
KIG
949
Kessler Investment Group
Indiana
$12K – – –
SBL
950
Sargent Bickham Lagudis
Colorado
$12K – – –
36 37
38
39 40

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.