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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
M&T Bank
201
M&T Bank
New York
$5.98M -$944K -6,377 -14%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$5.95M -$247K -1,668 -4%
CB
203
Commerce Bank
Missouri
$5.78M -$14.8K -100 -0.3%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$5.76M +$4.06M +27,434 +241%
RJT
205
Raymond James Trust
Florida
$5.76M -$1.09M -7,388 -16%
HIMC
206
Heritage Investors Management Corp
Maryland
$5.72M -$183K -1,236 -3%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$5.62M -$27.2K -184 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
208
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.59M -$78.3K -529 -1%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$5.59M +$9.17K +62 +0.2%
Handelsbanken Fonder
210
Handelsbanken Fonder
Sweden
$5.5M +$237K +1,600 +5%
BCM
211
Birmingham Capital Management
Alabama
$5.5M
BAM
212
Blueshift Asset Management
New Jersey
$5.48M +$5.32M +35,960 New
MIM
213
MetLife Investment Management
New Jersey
$5.46M -$229K -1,547 -4%
FGP
214
Foyston, Gordon, & Payne
Ontario, Canada
$5.44M -$419K -2,829 -7%
Man Group
215
Man Group
United Kingdom
$5.36M -$4.92M -33,259 -49%
William Blair & Company
216
William Blair & Company
Illinois
$5.29M +$850K +5,746 +20%
SOADOR
217
State of Alaska Department of Revenue
Alaska
$5.28M -$328K -2,219 -6%
CIBC World Market
218
CIBC World Market
Ontario, Canada
$5.26M +$409K +2,766 +9%
CA
219
Capitolis Advisors
New York
$5.21M +$5.06M +34,220 New
AAM
220
Advisors Asset Management
Colorado
$5.17M -$290K -1,960 -5%
SFG
221
SevenBridge Financial Group
Pennsylvania
$5.1M +$205K +1,387 +4%
FIM
222
Fruth Investment Management
Texas
$4.96M -$59.2K -400 -1%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$4.93M -$410K -2,770 -8%
SGI
224
Summit Global Investments
Utah
$4.87M -$2.06M -13,933 -30%
OPERF
225
Oregon Public Employees Retirement Fund
Oregon
$4.55M -$327K -2,210 -7%

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.