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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
WSFS
101
Wilmington Savings Fund Society
Delaware
$24.5M -$186K -1,235 -0.8%
Allianz Asset Management
102
Allianz Asset Management
Germany
$24.2M -$1.09M -7,245 -5%
Swedbank
103
Swedbank
Sweden
$23.9M +$22.7M +150,839 New
Prudential Financial
104
Prudential Financial
New Jersey
$23.7M +$5.53M +36,721 +32%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23M -$27.9K -185 -0.1%
Assenagon Asset Management
106
Assenagon Asset Management
Luxembourg
$22.9M +$12.6M +83,404 +135%
RMDI
107
R.M. Davis Inc
Maine
$22.5M -$1.15M -7,609 -5%
ECM
108
ExodusPoint Capital Management
New York
$21.9M +$6.85M +45,501 +49%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$21.8M -$63.1M -419,053 -75%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$21.1M -$37.9M -251,437 -65%
TAM
111
Troy Asset Management
United Kingdom
$20.6M +$2.11M +14,000 +12%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.5M +$1.78M +11,796 +10%
Franklin Resources
113
Franklin Resources
California
$20.4M -$4.89M -32,501 -20%
Asset Management One
114
Asset Management One
Japan
$20.1M +$452K +2,998 +2%
NIPH
115
NN Investment Partners Holdings
Netherlands
$19.9M -$11.3M -74,959 -37%
RJT
116
Raymond James Trust
Florida
$19.5M +$12.9M +85,345 +226%
CSS
117
Cubist Systematic Strategies
Connecticut
$17.9M +$8.74M +58,050 +105%
GT
118
Glenmede Trust
Pennsylvania
$17.9M -$337K -2,238 -2%
PI
119
PineBridge Investments
New York
$17.2M +$3.01M +19,996 +23%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$17M -$3.53M -23,432 -18%
Man Group
121
Man Group
United Kingdom
$16.9M +$10.8M +71,517 +203%
SAM
122
Storebrand Asset Management
Norway
$16.9M +$509K +3,377 +3%
WMSA
123
Weiss Multi-Strategy Advisers
New York
$16.6M -$15.1M -100,591 -49%
Nomura Asset Management
124
Nomura Asset Management
Japan
$16.3M -$49.1K -326 -0.3%
TIM
125
Tikehau Investment Management
France
$16.2M +$15.5M +102,600 New

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.