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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$16M -$1.19M -7,874 -7%
Connor, Clark & Lunn Investment Management (CC&L)
127
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.9M +$6.88M +45,675 +83%
MNG
128
Manning & Napier Group
New York
$15.4M +$396K +2,630 +3%
RJA
129
Raymond James & Associates
Florida
$15.3M +$1.88M +12,470 +15%
Squarepoint
130
Squarepoint
New York
$15.2M +$5.82M +38,644 +67%
ZIM
131
Zacks Investment Management
Illinois
$15.2M -$450K -2,987 -3%
Axa
132
Axa
France
$15M -$1.36M -9,000 -9%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$14.9M +$1.13M +7,495 +9%
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$14.8M -$3.39M -22,528 -19%
AIMCA
135
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.7M -$331K -2,200 -2%
LCAM
136
London & Capital Asset Management
United Kingdom
$14.6M -$392K -2,604 -3%
ACM
137
Academy Capital Management
Texas
$14.2M -$66.7K -443 -0.5%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$13.8M -$897K -5,957 -6%
DZ Bank
139
DZ Bank
Germany
$13.6M +$10M +66,625 +341%
NIG
140
NFJ Investment Group
Texas
$13.5M +$12.9M +85,460 New
MAM
141
Madison Asset Management
Wisconsin
$13.4M -$295K -1,959 -2%
Mariner
142
Mariner
Kansas
$13.3M -$244K -1,620 -2%
BNP Paribas Asset Management
143
BNP Paribas Asset Management
France
$13.3M -$7.39M -49,089 -37%
Aberdeen Group
144
Aberdeen Group
United Kingdom
$12.8M +$1.19M +7,927 +11%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M +$873K +5,796 +8%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$12.3M +$5.84M +38,748 +99%
SLAM
147
Swiss Life Asset Management
$12.1M +$1.21M +8,067 +12%
CWM
148
CIBC World Markets
New York
$12M -$3.1M -20,564 -21%
ACI
149
AMP Capital Investors
Australia
$11.8M +$447K +2,969 +4%
CIM
150
Corda Investment Management
Texas
$11.7M -$583K -3,872 -5%

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.