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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
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$15.3M -$12.3M -82,926 -45%
ZIM
127
Zacks Investment Management
Illinois
$15.1M +$49.7K +336 +0.3%
CWM
128
CIBC World Markets
New York
$14.7M +$6.52M +44,072 +84%
MNG
129
Manning & Napier Group
New York
$14.5M -$640K -4,322 -4%
LCAM
130
London & Capital Asset Management
United Kingdom
$14.5M +$469K +3,167 +3%
AIMCA
131
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.5M
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$14.2M -$553K -3,735 -4%
ECM
133
ExodusPoint Capital Management
New York
$14.2M +$1.46M +9,856 +12%
ACM
134
Academy Capital Management
Texas
$13.7M -$36.7K -248 -0.3%
PI
135
PineBridge Investments
New York
$13.5M +$1.28M +8,618 +11%
MAM
136
Madison Asset Management
Wisconsin
$13.2M +$29K +196 +0.2%
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
$13.2M +$1.66M +11,207 +15%
Mariner
138
Mariner
Kansas
$13.1M +$843K +5,698 +7%
RJA
139
Raymond James & Associates
Florida
$12.8M +$500K +3,380 +4%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$12M +$11.7M +78,785 New
CIM
141
Corda Investment Management
Texas
$11.9M -$270K -1,825 -2%
CCM
142
Candlestick Capital Management
Connecticut
$11.4M -$5.18M -35,000 -32%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.2M +$1.82M +12,305 +20%
JMPWA
144
JP Morgan Private Wealth Advisors
California
$11.2M -$89.4K -604 -0.8%
Aberdeen Group
145
Aberdeen Group
United Kingdom
$11.1M +$143K +965 +1%
VI
146
Vestcor Inc
New Brunswick, Canada
$11.1M -$99.3K -671 -0.9%
MPI
147
Mairs & Power Inc
Minnesota
$11M +$784K +5,299 +8%
QI
148
QS Investors
New York
$11M +$20.6K +139 +0.2%
H
149
Hexavest
Quebec, Canada
$10.9M -$5.24M -35,415 -33%
Osaic Holdings
150
Osaic Holdings
Arizona
$10.9M +$890K +6,013 +9%

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.