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618 hedge funds and large institutions have $11.9B invested in Hershey in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 183 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

6% more funds holding

Funds holding: 584618 (+34)

1.17% less ownership

Funds ownership: 76.23%75.07% (-1.2%)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.7B)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 218

29% less call options, than puts

Call options by funds: $44.5M | Put options by funds: $62.3M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
618
Holders Change
+34
Holders Change %
+5.82%
% of All Funds
17.94%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
73
Increased
183
Reduced
218
Closed
34
Calls
$44.5M
Puts
$62.3M
Net Calls
-$17.8M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1
Hershey Trust Company
Pennsylvania
$1.22B +$9.61K +100 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$722M +$12.1M +125,742 +2%
State Street
3
State Street
Massachusetts
$673M -$39.8M -413,954 -6%
JHIU
4
Janus Henderson Investors US
Colorado
$540M +$20.9M +217,916 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$421M -$29.3M -304,600 -7%
BIT
6
BlackRock Institutional Trust
California
$421M +$1.91M +19,875 +0.5%
JP Morgan Chase
7
JP Morgan Chase
New York
$310M -$32.6M -339,258 -10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$272M -$38.2M -397,246 -12%
AAMU
9
Amundi Asset Management US
Massachusetts
$257M -$9.9M -102,969 -4%
Wells Fargo
10
Wells Fargo
California
$254M -$15.9M -165,695 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$228M +$17.5M +182,127 +8%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$222M +$19.4M +201,933 +10%
TCIM
13
TIAA CREF Investment Management
New York
$213M -$14.3M -149,248 -6%
AL
14
AJO LP
Pennsylvania
$202M -$48.5M -504,760 -20%
BFA
15
BlackRock Fund Advisors
California
$198M +$9.53M +99,155 +5%
Northern Trust
16
Northern Trust
Illinois
$190M +$66.8K +695 +0%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$170M -$2.74M -28,466 -2%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$162M -$1.6M -16,680 -1%
AllianceBernstein
19
AllianceBernstein
Tennessee
$159M +$5.45M +56,658 +4%
Allianz Asset Management
20
Allianz Asset Management
Germany
$157M +$16.7M +173,911 +12%
APG Asset Management
21
APG Asset Management
Netherlands
$156M +$18.9M +196,239 +14%
EVM
22
Eaton Vance Management
Massachusetts
$153M +$10.2M +106,029 +7%
Bank of America
23
Bank of America
North Carolina
$151M +$7.26M +75,527 +5%
Capital World Investors
24
Capital World Investors
California
$146M
O
25
OppenheimerFunds
New York
$130M +$24.8M +258,100 +24%