Hershey
HSY
584 hedge funds and large institutions have $11.6B invested in Hershey in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 198 increasing their positions, 206 reducing their positions, and 39 closing their positions.
26% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 39
6% more capital invested
Capital invested by funds: $10.9B → $11.6B (+$618M)
1.72% more ownership
Funds ownership: 75.18% → 76.9% (+1.7%)
1% more funds holding
Funds holding: 580 → 584 (+4)
4% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 206
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
36% less call options, than puts
Call options by funds: $41.2M | Put options by funds: $64.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$202M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$84.5M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$73.5M |
| 4 |
Renaissance Technologies
New York
|
+$72.6M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$159M |
| 2 |
MAM
Marketfield Asset Management
New York
|
-$108M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$39.5M |
| 4 |
JP Morgan Chase
New York
|
-$33.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$28.6M |
HSY Hedge Fund Activity: Q3 2013 in Review
584 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2013, worth a combined $11.6B — up 5.6% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new HSY positions and 39 closed out — a net gain of 10 holders — while 198 added to existing stakes and 206 trimmed.
The largest buyer was OppenheimerFunds, opening a new position worth an estimated $202M. The largest seller was Herndon Capital Management, cutting an estimated $159M.
- 584 institutional investors held Hershey (HSY) as of Q3 2013, up from 580 in Q2 2013.
- Funds reported $11.6B of Hershey stock for Q3 2013, up 5.6% quarter-over-quarter.
- 49 funds opened new Hershey positions in Q3 2013 and 39 closed out, a net change of +10 holders.
- The largest Hershey buyer in Q3 2013 was OppenheimerFunds, an estimated $202M added.
- The largest Hershey seller in Q3 2013 was Herndon Capital Management, an estimated $159M sold.
Based on aggregated 13F filings for Q3 2013.