We are live on ! Find out more

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
VI
151
Vestcor Inc
New Brunswick, Canada
$11.5M -$9.94K -66 -0.1%
QI
152
QS Investors
New York
$11.4M -$2.86K -19 -0%
MPI
153
Mairs & Power Inc
Minnesota
$11.2M -$211K -1,404 -2%
GC
154
Grimes & Company
Massachusetts
$10.9M +$476K +3,164 +5%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$10.4M +$250K +1,657 +3%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$10.4M +$4.34M +28,809 +79%
CIBC World Market
157
CIBC World Market
Ontario, Canada
$10.3M +$4.59M +30,478 +88%
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$10.2M +$5.88M +39,060 +154%
Osaic Holdings
159
Osaic Holdings
Arizona
$10.2M -$1.11M -7,346 -10%
PAMU
160
Pictet Asset Management (UK)
United Kingdom
$10.1M -$617K -4,100 -6%
LCM
161
LVM Capital Management
Michigan
$9.92M -$95.3K -633 -1%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$9.83M +$256K +1,702 +3%
AAF
163
Andra AP-fonden
Sweden
$9.57M +$1.16M +7,700 +15%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$9.37M -$2.15M -14,260 -19%
H
165
Hexavest
Quebec, Canada
$9.33M -$1.93M -12,806 -18%
DILIC
166
Dai-ichi Life Insurance Company
Japan
$9.27M -$717K -4,761 -8%
CFG
167
Citizens Financial Group
Rhode Island
$9.05M +$86.1K +572 +1%
FAF
168
Fjarde Ap-fonden
Sweden
$8.95M +$271K +1,800 +3%
CA
169
CapWealth Advisors
Tennessee
$8.94M +$117K +780 +1%
Aviva
170
Aviva
United Kingdom
$8.92M -$230K -1,530 -3%
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$8.91M -$28.6K -190 -0.3%
MPM
172
Meritage Portfolio Management
Kansas
$8.85M -$348K -2,313 -4%
IAA
173
Independent Advisor Alliance
North Carolina
$8.78M +$1.33M +8,800 +19%
Comerica Bank
174
Comerica Bank
Texas
$8.78M +$6.17K +41 +0.1%
HighTower Advisors
175
HighTower Advisors
Illinois
$8.63M +$4.54M +30,160 +124%

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.