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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: 26 (+4)

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

2% more funds holding

Funds holding: 9881,003 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
T
1026
TRUADVICE
Florida
-$282K -1,930 Closed
TLP
1027
Tri Locum Partners
New York
-$281K -1,842 Closed
Parallax Volatility Advisers
1028
Parallax Volatility Advisers
California
-$270K -1,773 Closed
SPI
1029
Santori & Peters Inc
Pennsylvania
-$258K -1,699 Closed
TSS
1030
Two Sigma Securities
New York
-$246K -1,614 Closed
Luther King Capital Management (LKCM)
1031
Luther King Capital Management (LKCM)
Texas
-$244K -1,600 Closed
QP
1032
Quilter Plc
United Kingdom
-$225K -1,480 Closed
BCM
1033
Bluefin Capital Management
New York
-$225K -1,475 Closed
GW
1034
GW & Wade
Massachusetts
-$221K -1,449 Closed
CSPIA
1035
Cary Street Partners Investment Advisory
Virginia
-$212K -1,391 Closed
SS
1036
Simplicity Solutions
Minnesota
-$206K -1,355 Closed
PWM
1037
Perigon Wealth Management
California
-$124K -815 Closed
ICP
1038
Interchange Capital Partners
Pennsylvania
-$121K -800 Closed
BAM
1039
Belpointe Asset Management
Nevada
-$111K -728 Closed
CAAS
1040
Capital Asset Advisory Services
Michigan
-$95K -624 Closed
D
1041
Diversified
Delaware
-$86K -603 Closed
VCG
1042
Vantage Consulting Group
Virginia
-$92K -603 Closed
GWM
1043
Greenhouse Wealth Management
Connecticut
-$84K -551 Closed
SIAG
1044
Signet Investment Advisory Group
Rhode Island
-$76K -500 Closed
SWA
1045
Safir Wealth Advisors
New Hampshire
-$61K -400 Closed
RPWA
1046
Regent Peak Wealth Advisors
Georgia
-$37K -241 Closed
CCA
1047
Childress Capital Advisors
Texas
-$37K -240 Closed
Twin Tree Management
1048
Twin Tree Management
Texas
-$30K -198 Closed
FPCG
1049
Fort Pitt Capital Group
Pennsylvania
-$19K -128 Closed
PWPS
1050
Pinnacle Wealth Planning Services
Ohio
-$15K -102 Closed

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.