Hershey
HSY
619 hedge funds and large institutions have $11.9B invested in Hershey in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 219 reducing their positions, and 34 closing their positions.
118% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 34
6% more funds holding
Funds holding: 584 → 619 (+35)
3% more capital invested
Capital invested by funds: $11.6B → $11.9B (+$334M)
1.83% less ownership
Funds ownership: 76.9% → 75.07% (-1.8%)
17% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 219
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: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$29.2M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$20.9M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.4M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$79.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$70.2M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$48.5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$39.8M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$38.4M |
HSY Hedge Fund Activity: Q4 2013 in Review
619 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2013, worth a combined $11.9B — up 2.9% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new HSY positions and 34 closed out — a net gain of 40 holders — while 182 added to existing stakes and 219 trimmed.
The largest buyer was American Century Companies, adding an estimated $34M. The largest seller was OppenheimerFunds, cutting an estimated $79.4M.
- 619 institutional investors held Hershey (HSY) as of Q4 2013, up from 584 in Q3 2013.
- Funds reported $11.9B of Hershey stock for Q4 2013, up 2.9% quarter-over-quarter.
- 74 funds opened new Hershey positions in Q4 2013 and 34 closed out, a net change of +40 holders.
- The largest Hershey buyer in Q4 2013 was American Century Companies, an estimated $34M added.
- The largest Hershey seller in Q4 2013 was OppenheimerFunds, an estimated $79.4M sold.
Based on aggregated 13F filings for Q4 2013.