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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
SSC
976
Syverson Strege & Co
Iowa
$3K +$2.96K +20 New
CHA
977
Carmichael Hill & Associates
Maryland
$2K
CCM
978
Copeland Capital Management
Pennsylvania
$2K
CFD
979
Creative Financial Designs
Indiana
$2K
AWM
980
Accel Wealth Management
Iowa
$2K +$1.92K +13 New
Fidelity International
981
Fidelity International
Bermuda
$1K -$148 -1 -14%
APWA
982
Atlas Private Wealth Advisors
New Jersey
$1K
CWC
983
Carolinas Wealth Consulting
North Carolina
$1K
CAM
984
ClariVest Asset Management
California
$1K
CWP
985
Concord Wealth Partners
Virginia
$1K +$888 +6 New
SFO
986
Standard Family Office
South Dakota
$1K +$1.33K +9 New
AL
987
AJO LP
Pennsylvania
-$15.1M -105,379 Closed
Alyeska Investment Group
988
Alyeska Investment Group
Illinois
-$9.32M -65,000 Closed
DA
989
Duality Advisers
Florida
-$4.7M -32,760 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
990
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.55M -24,767 Closed
QT
991
Quantbot Technologies
New York
-$2.24M -15,617 Closed
WG
992
Winton Group
United Kingdom
-$2.03M -14,172 Closed
MLM
993
Mount Lucas Management
Pennsylvania
-$1.72M -11,984 Closed
B
994
Barings
North Carolina
-$975K -6,802 Closed
LOAMS
995
Lombard Odier Asset Management (Switzerland)
Switzerland
-$906K -6,323 Closed
PRC
996
Pearl River Capital
Michigan
-$888K -6,193 Closed
JWCA
997
J.W. Cole Advisors
Florida
-$881K -6,147 Closed
TC
998
TwinBeech Capital
New York
-$820K -5,719 Closed
MGIM
999
M&G Investment Management
United Kingdom
-$773K -5,408 Closed
CC
1000
Centiva Capital
New York
-$626K -4,368 Closed

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.