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Hershey

805 hedge funds and large institutions have $12.6B invested in Hershey in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 254 increasing their positions, 235 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

26% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $62M

6% more funds holding

Funds holding: 757805 (+48)

5% more capital invested

Capital invested by funds: $11.9B → $12.6B (+$653M)

2.11% more ownership

Funds ownership: 72.01%74.12% (+2.1%)

8% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 235

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
18.26%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
110
Increased
254
Reduced
235
Closed
55
Calls
$78.1M
Puts
$62M
Net Calls
+$16M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
151
Wilkins Investment Counsel
Massachusetts
$6.6M -$143K -1,300 -2%
FTIOP
152
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.45M -$23K -209 -0.4%
RJA
153
Raymond James & Associates
Florida
$6.43M -$2.1M -19,119 -25%
Macquarie Group
154
Macquarie Group
Australia
$6.38M -$2.21M -20,047 -26%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$6.37M
LCM
156
Logan Capital Management
Pennsylvania
$6.36M -$2.75K -25 -0%
IG
157
ING Group
Netherlands
$6.32M +$398K +3,613 +7%
OTPPB
158
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.2M -$414K -3,767 -6%
CIM
159
Cambria Investment Management
California
$6.18M +$207K +1,878 +4%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$6.14M -$2.15M -19,535 -27%
Franklin Resources
161
Franklin Resources
California
$5.96M +$1.45M +13,194 +34%
AAM
162
Advisors Asset Management
Colorado
$5.91M -$218K -1,982 -4%
CG
163
Clinton Group
New York
$5.7M +$5.09M +46,226 +1,163%
SMDAM
164
Sumitomo Mitsui DS Asset Management
Japan
$5.58M -$713K -6,485 -12%
CA
165
CapWealth Advisors
Tennessee
$5.5M +$66.9K +608 +1%
USAA
166
United Services Automobile Association
Texas
$5.4M -$2.91M -26,454 -36%
FGP
167
Foyston, Gordon, & Payne
Ontario, Canada
$5.2M +$84.5K +768 +2%
HighTower Advisors
168
HighTower Advisors
Illinois
$5.19M -$279K -2,536 -5%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$5.17M -$5.5K -50 -0.1%
BCM
170
Birmingham Capital Management
Alabama
$5.16M -$68.8K -625 -1%
SAM
171
Silvercrest Asset Management
New York
$5.1M
CWM
172
CIBC World Markets
New York
$5.08M -$20.3M -184,569 -80%
MIM
173
MetLife Investment Management
New Jersey
$4.96M +$4.8M +43,649 New
NIPH
174
NN Investment Partners Holdings
Netherlands
$4.95M -$908K -8,249 -16%
CAM
175
Centre Asset Management
New York
$4.9M +$4.75M +43,180 New

HSY Hedge Fund Activity: Q4 2017 in Review

805 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2017, worth a combined $12.6B — up 5.5% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HSY positions and 55 closed out — a net gain of 55 holders — while 254 added to existing stakes and 235 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was D.E. Shaw & Co, cutting an estimated $203M.

  • 805 institutional investors held Hershey (HSY) as of Q4 2017, up from 757 in Q3 2017.
  • Funds reported $12.6B of Hershey stock for Q4 2017, up 5.5% quarter-over-quarter.
  • 110 funds opened new Hershey positions in Q4 2017 and 55 closed out, a net change of +55 holders.
  • The largest Hershey buyer in Q4 2017 was BlackRock, an estimated $253M added.
  • The largest Hershey seller in Q4 2017 was D.E. Shaw & Co, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2017.