Hershey
662 hedge funds and large institutions have $12.4B invested in Hershey in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 226 increasing their positions, 228 reducing their positions, and 52 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
20% more capital invested
Capital invested by funds: $10.3B → $12.4B (+$2.1B)
0.05% less ownership
Funds ownership: 73.66% → 73.61% (-0.05%)
1% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 228
6% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 52
1% less funds holding
Funds holding: 670 → 662 (-8)
28% less call options, than puts
Call options by funds: $54.5M | Put options by funds: $75.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$150M |
| 2 |
Bank of New York Mellon
New York
|
+$101M |
| 3 |
Morgan Stanley
New York
|
+$74.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$74.4M |
| 5 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$89.7M |
| 2 |
Renaissance Technologies
New York
|
-$60.1M |
| 3 |
JP Morgan Chase
New York
|
-$58.3M |
| 4 |
Two Sigma Advisers
New York
|
-$58M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$43.4M |
HSY Hedge Fund Activity: Q3 2015 in Review
662 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2015, worth a combined $12.4B — up 20% from $10.3B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of HSY and 49 opened new positions — a net loss of 3 holders — while 228 trimmed existing stakes and 226 added.
The largest buyer was Fidelity Investments, adding an estimated $150M. The largest seller was Two Sigma Investments, cutting an estimated $89.7M.
- 662 institutional investors held Hershey (HSY) as of Q3 2015, down from 670 in Q2 2015.
- Funds reported $12.4B of Hershey stock for Q3 2015, up 20% quarter-over-quarter.
- 49 funds opened new Hershey positions in Q3 2015 and 52 closed out, a net change of -3 holders.
- The largest Hershey buyer in Q3 2015 was Fidelity Investments, an estimated $150M added.
- The largest Hershey seller in Q3 2015 was Two Sigma Investments, an estimated $89.7M sold.
Based on aggregated 13F filings for Q3 2015.