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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
LKIM
176
Lawson Kroeker Investment Management
Nebraska
$8.62M -$40.4K -268 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
177
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.38M +$2.45M +16,248 +44%
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$8.33M +$780K +5,177 +11%
LCM
179
Logan Capital Management
Pennsylvania
$8.28M +$2.86K +19 +0%
Korea Investment Corp
180
Korea Investment Corp
South Korea
$8.11M +$105K +700 +1%
WIC
181
Wilkins Investment Counsel
Massachusetts
$7.96M +$152K +1,010 +2%
BFIM
182
Beese Fulmer Investment Management
Ohio
$7.93M -$156K -1,036 -2%
RCYC
183
Richard C. Young & Co
Rhode Island
$7.89M +$597K +3,966 +9%
Truist Financial
184
Truist Financial
North Carolina
$7.71M +$735K +4,880 +11%
WorldQuant Millennium Advisors
185
WorldQuant Millennium Advisors
New York
$7.59M
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$7.58M -$4.65M -30,848 -39%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$7.49M +$237K +1,574 +3%
HTC
188
Hershey Trust Company
Pennsylvania
$7.46M
Royal London Asset Management
189
Royal London Asset Management
United Kingdom
$7.09M -$1.82M -12,093 -21%
HF
190
HRT Financial
New York
$7.09M +$6.76M +44,861 New
RJFSA
191
Raymond James Financial Services Advisors
Florida
$7.02M -$750K -4,978 -10%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$6.86M +$359K +2,383 +6%
IMRF
193
Illinois Municipal Retirement Fund
Illinois
$6.82M -$54.1K -359 -0.8%
PSC
194
Prentiss Smith & Co
Vermont
$6.67M -$56.5K -375 -0.9%
USAA
195
United Services Automobile Association
Texas
$6.63M
ASRS
196
Arizona State Retirement System
Arizona
$6.58M -$144K -957 -2%
VRS
197
Virginia Retirement Systems
Virginia
$6.47M
BAM
198
Bell Asset Management
Australia
$6.46M -$1.86M -12,376 -23%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$6.45M +$198K +1,314 +3%
SOMRS
200
State of Michigan Retirement System
Michigan
$6.25M -$45.2K -300 -0.8%

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.