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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
BSSFA
951
Baron Silver Stevens Financial Advisors
Florida
$8K +$8.29K +56 New
IRC
952
Investors Research Corp
Georgia
$7K
PAI
953
Pittenger & Anderson Inc
Nebraska
$7K
GLLW
954
Graves Light Lenhart Wealth
Virginia
$7K +$7.25K +49 New
VAIA
955
Virtus Alternative Investment Advisers
Connecticut
$6K -$5.77K -39 -49%
BWM
956
Baystate Wealth Management
Massachusetts
$6K
HIM
957
Hillsdale Investment Management
Ontario, Canada
$6K
ME
958
McIlrath & Eck
Washington
$6K
FMP
959
Financial Management Professionals
Texas
$5K
KCM
960
Kathmere Capital Management
Pennsylvania
$5K
MS
961
Mizuho Securities
Japan
$5K +$4.59K +31 New
PCA
962
Peddock Capital Advisors
Massachusetts
$5K +$5.03K +34 New
CTB
963
Country Trust Bank
Illinois
$5K +$5.33K +36 New
BHWM
964
Bay Harbor Wealth Management
Maryland
$4K
HH
965
HWG Holdings
Texas
$4K
SL
966
Savior LLC
Massachusetts
$4K
DWMG
967
DB Wealth Management Group
California
$4K +$3.85K +26 New
AWG
968
Altus Wealth Group
Colorado
$4K +$4.14K +28 New
UFF
969
USA Financial Formulas
Michigan
$4K +$4.29K +29 New
FHC
970
First Horizon Corporation
Tennessee
$3K -$1.04K -7 -23%
TFA
971
Transamerica Financial Advisors
Florida
$3K -$444 -3 -18%
CCA
972
Column Capital Advisors
Indiana
$3K
EWA
973
Evolution Wealth Advisors
Florida
$3K
GI
974
Gradient Investments
Minnesota
$3K
MCM
975
Manchester Capital Management
Vermont
$3K +$1.78K +12 +240%

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.