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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
Citigroup
76
Citigroup
New York
$37.9M -$4.55M -30,756 -11%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$37.7M -$2.76M -18,668 -7%
Teacher Retirement System of Texas
78
Teacher Retirement System of Texas
Texas
$36.6M -$6.85M -46,318 -16%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$36.1M +$2.02M +13,652 +6%
PI
80
PGGM Investments
Netherlands
$34.9M +$799K +5,401 +2%
AllianceBernstein
81
AllianceBernstein
Tennessee
$33M -$3.16M -21,333 -9%
National Pension Service
82
National Pension Service
South Korea
$32.5M -$257K -1,737 -0.8%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$32.4M +$100K +678 +0.3%
AG
84
Aperio Group
California
$31.9M -$547K -3,697 -2%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$31.7M -$4.11M -27,793 -12%
BA
86
Bridgewater Associates
Connecticut
$31.7M +$16.3M +110,086 +112%
WMSA
87
Weiss Multi-Strategy Advisers
New York
$31.3M +$3.48M +23,548 +13%
Principal Financial Group
88
Principal Financial Group
Iowa
$30.7M -$1.97M -13,330 -6%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$30.7M +$1.11M +7,531 +4%
NIPH
90
NN Investment Partners Holdings
Netherlands
$30.6M -$3.67M -24,835 -11%
RPI
91
Railway Pension Investments
United Kingdom
$28.7M +$29.6K +200 +0.1%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$28.4M -$916K -6,192 -3%
N
93
Natixis
France
$25.2M +$20.1M +136,144 +467%
Point72 Asset Management
94
Point72 Asset Management
Connecticut
$24.8M -$14.7M -99,356 -38%
Franklin Resources
95
Franklin Resources
California
$24.6M +$234K +1,581 +1%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$24.5M -$266K -1,800 -1%
Allianz Asset Management
97
Allianz Asset Management
Germany
$24.4M -$6.4M -43,228 -21%
AssetMark Inc
98
AssetMark Inc
California
$23.9M +$1.59M +10,752 +7%
WSFS
99
Wilmington Savings Fund Society
Delaware
$23.7M -$221K -1,491 -0.9%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$23.6M +$876K +5,922 +4%

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.