Hershey
669 hedge funds and large institutions have $12.7B invested in Hershey in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 211 increasing their positions, 225 reducing their positions, and 26 closing their positions.
215% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 26
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8% more funds holding
Funds holding: 619 → 669 (+50)
7% more capital invested
Capital invested by funds: $11.9B → $12.7B (+$797M)
0.32% less ownership
Funds ownership: 75.07% → 74.75% (-0.32%)
6% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 225
13% less call options, than puts
Call options by funds: $74.7M | Put options by funds: $86.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$140M |
| 2 |
O
OppenheimerFunds
New York
|
+$94.7M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$52.7M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$52M |
| 5 |
Two Sigma Investments
New York
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$145M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$139M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$91.1M |
| 4 |
Axa
Paris,
France
|
-$70M |
| 5 |
State Street
Boston,
Massachusetts
|
-$64.5M |
HSY Hedge Fund Activity: Q1 2014 in Review
669 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2014, worth a combined $12.7B — up 6.7% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new HSY positions and 26 closed out — a net gain of 56 holders — while 211 added to existing stakes and 225 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $140M. The largest seller was Janus Henderson Investors US, cutting an estimated $145M.
- 669 institutional investors held Hershey (HSY) as of Q1 2014, up from 619 in Q4 2013.
- Funds reported $12.7B of Hershey stock for Q1 2014, up 6.7% quarter-over-quarter.
- 82 funds opened new Hershey positions in Q1 2014 and 26 closed out, a net change of +56 holders.
- The largest Hershey buyer in Q1 2014 was AllianceBernstein, an estimated $140M added.
- The largest Hershey seller in Q1 2014 was Janus Henderson Investors US, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2014.