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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
AAF
176
Andra AP-fonden
Sweden
$8.04M +$5.56M +37,600 +247%
LCM
177
Logan Capital Management
Pennsylvania
$7.97M
BFIM
178
Beese Fulmer Investment Management
Ohio
$7.79M -$166K -1,124 -2%
Korea Investment Corp
179
Korea Investment Corp
South Korea
$7.71M -$917K -6,200 -11%
PAM
180
Panagora Asset Management
Massachusetts
$7.64M -$284K -1,918 -4%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$7.52M +$287K +1,941 +4%
WIC
182
Wilkins Investment Counsel
Massachusetts
$7.51M -$207K -1,400 -3%
GC
183
Guggenheim Capital
Illinois
$7.51M -$3.42M -23,107 -32%
WorldQuant Millennium Advisors
184
WorldQuant Millennium Advisors
New York
$7.31M +$3.29M +22,261 +86%
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$7.23M +$150K +1,015 +2%
HTC
186
Hershey Trust Company
Pennsylvania
$7.18M
IAA
187
Independent Advisor Alliance
North Carolina
$7.12M +$110K +741 +2%
RCYC
188
Richard C. Young & Co
Rhode Island
$7M +$259K +1,747 +4%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$6.97M +$107K +726 +2%
Truist Financial
190
Truist Financial
North Carolina
$6.68M +$174K +1,176 +3%
IMRF
191
Illinois Municipal Retirement Fund
Illinois
$6.62M +$4.39M +29,652 +215%
PSC
192
Prentiss Smith & Co
Vermont
$6.48M -$168K -1,134 -3%
ASRS
193
Arizona State Retirement System
Arizona
$6.48M -$340K -2,296 -5%
MSE
194
MUFG Securities EMEA
United Kingdom
$6.46M -$3.14M -21,223 -33%
OAM
195
Optimal Asset Management
California
$6.43M -$1.63K -11 -0%
USAA
196
United Services Automobile Association
Texas
$6.38M
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$6.24M -$309K -2,090 -5%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$6.24M -$282K -1,907 -4%
VRS
199
Virginia Retirement Systems
Virginia
$6.23M
SOMRS
200
State of Michigan Retirement System
Michigan
$6.06M -$148K -1,000 -2%

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.