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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
SAM
151
Shell Asset Management
Netherlands
$10.7M -$2.75M -18,591 -21%
ACI
152
AMP Capital Investors
Australia
$10.7M +$419K +2,832 +4%
SLAM
153
Swiss Life Asset Management
$10.4M +$3.39M +22,902 +51%
PAMU
154
Pictet Asset Management (UK)
United Kingdom
$10.4M -$87.7K -593 -0.9%
GC
155
Grimes & Company
Massachusetts
$10M +$349K +2,358 +4%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$9.8M -$44.5K -301 -0.5%
DILIC
157
Dai-ichi Life Insurance Company
Japan
$9.65M +$2.92M +19,704 +45%
LCM
158
LVM Capital Management
Michigan
$9.65M +$56.8K +384 +0.6%
Assenagon Asset Management
159
Assenagon Asset Management
Luxembourg
$9.4M +$7.49M +50,632 +458%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$9.21M +$1.42M +9,622 +19%
BFM
161
Boston Financial Management
Massachusetts
$9.16M -$200K -1,354 -2%
SSA
162
Schonfeld Strategic Advisors
New York
$9.05M -$2.37M -15,985 -21%
MPM
163
Meritage Portfolio Management
Kansas
$8.88M +$51.9K +351 +0.6%
Aviva
164
Aviva
United Kingdom
$8.82M -$922K -6,230 -10%
Squarepoint
165
Squarepoint
New York
$8.79M -$3.83M -25,891 -31%
Royal London Asset Management
166
Royal London Asset Management
United Kingdom
$8.68M -$367K -2,482 -4%
CFG
167
Citizens Financial Group
Rhode Island
$8.63M +$119K +807 +1%
Treasurer of the State of North Carolina
168
Treasurer of the State of North Carolina
North Carolina
$8.62M +$28.1K +190 +0.3%
CA
169
CapWealth Advisors
Tennessee
$8.49M +$203K +1,372 +3%
CSS
170
Cubist Systematic Strategies
Connecticut
$8.42M +$2.61M +17,641 +47%
FAF
171
Fjarde Ap-fonden
Sweden
$8.35M +$814K +5,500 +11%
Connor, Clark & Lunn Investment Management (CC&L)
172
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.35M +$3.96M +26,734 +95%
LKIM
173
Lawson Kroeker Investment Management
Nebraska
$8.34M -$14.1K -95 -0.2%
BAM
174
Bell Asset Management
Australia
$8.11M -$797K -5,386 -9%
Comerica Bank
175
Comerica Bank
Texas
$8.05M -$284K -1,917 -3%

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.