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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
Natixis Advisors
201
Natixis Advisors
Massachusetts
$6.17M +$318K +2,114 +6%
HIMC
202
Heritage Investors Management Corp
Maryland
$5.82M -$120K -799 -2%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$5.71M
BCM
204
Birmingham Capital Management
Alabama
$5.68M -$28.6K -190 -0.5%
CB
205
Commerce Bank
Missouri
$5.56M -$426K -2,827 -7%
MIM
206
MetLife Investment Management
New Jersey
$5.52M -$136K -905 -3%
M&T Bank
207
M&T Bank
New York
$5.51M -$661K -4,391 -11%
N
208
Natixis
France
$5.47M -$19.7M -130,718 -79%
SFG
209
SevenBridge Financial Group
Pennsylvania
$5.36M +$58.1K +386 +1%
TAIM
210
Te Ahumairangi Investment Management
New Zealand
$5.19M +$873K +5,800 +21%
SOADOR
211
State of Alaska Department of Revenue
Alaska
$5.19M -$277K -1,842 -5%
CBT
212
Central Bank & Trust
Kentucky
$5.16M +$549K +3,645 +13%
FIM
213
Fruth Investment Management
Texas
$5.11M -$33.9K -225 -0.7%
MAM
214
Meeder Asset Management
Ohio
$5.1M +$4.77M +31,698 +5,925%
Creative Planning
215
Creative Planning
Kansas
$5.09M +$1.07M +7,100 +28%
MSL
216
Mackay Shields LLC
New York
$5.09M +$1.12M +7,435 +30%
PAM
217
Panagora Asset Management
Massachusetts
$5.02M -$2.78M -18,427 -37%
OPERF
218
Oregon Public Employees Retirement Fund
Oregon
$4.83M +$105K +695 +2%
AAM
219
Advisors Asset Management
Colorado
$4.82M -$526K -3,496 -10%
PP
220
Paloma Partners
Connecticut
$4.7M +$1.42M +9,400 +46%
Wellington Management Group
221
Wellington Management Group
Massachusetts
$4.7M +$4.14M +27,462 +1,211%
William Blair & Company
222
William Blair & Company
Illinois
$4.67M -$779K -5,170 -15%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$4.67M -$437K -2,900 -9%
HEIP
224
Hudson Edge Investment Partners
New Jersey
$4.64M +$260K +1,729 +6%
ANTB
225
AMG National Trust Bank
Colorado
$4.55M

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.