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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
KFC
1026
Klingenstein Fields & Co
New York
-$222K -1,547 Closed
AW
1027
ACG Wealth
Georgia
-$217K -1,513 Closed
HI
1028
Horizon Investments
North Carolina
-$214K -1,490 Closed
FCFC
1029
First Citizens Financial Corp
Iowa
-$212K -1,482 Closed
PWMAG
1030
Pinnacle Wealth Management Advisory Group
New Jersey
-$211K -1,475 Closed
PM
1031
Parametrica Management
Hong Kong
-$210K -1,465 Closed
MFG
1032
Magnus Financial Group
New York
-$202K -1,412 Closed
HCA
1033
Horan Capital Advisors
Ohio
-$143K -1,000 Closed
PCM
1034
Prelude Capital Management
New York
-$103K -716 Closed
AIM
1035
Arcadia Investment Management
Michigan
-$86K -600 Closed
RA
1036
Rational Advisors
New York
-$83K -585 Closed
PCM
1037
Penserra Capital Management
California
-$79K -552 Closed
FFA
1038
Founders Financial Alliance
North Carolina
-$76K -529 Closed
RIM
1039
Rampart Investment Management
Connecticut
-$75K -522 Closed
AA
1040
AlphaCentric Advisors
Puerto Rico
-$73K -510 Closed
JSC
1041
Jackson Square Capital
California
-$48K -335 Closed
PWM
1042
Provident Wealth Management
Tennessee
-$45K -312 Closed
NNP
1043
Nachman Norwood & Parrott
South Carolina
-$34K -236 Closed
SC
1044
Slow Capital
California
-$26K -184 Closed
NPP
1045
New Potomac Partners
Maryland
-$22K -150 Closed
F
1046
F3Logic
Minnesota
-$8.74K -61 Closed
AA
1047
Advisory Alpha
Michigan
-$7K -50 Closed
NIM
1048
NuWave Investment Management
New Jersey
-$5K -38 Closed
BWM
1049
BNC Wealth Management
Oregon
-$4K -25 Closed
SIAG
1050
Safeguard Investment Advisory Group
California
+$592 +4 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.