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649 hedge funds and large institutions have $11.9B invested in Hershey in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 189 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $70.3M | Put options by funds: $69.2M

0.35% more ownership

Funds ownership: 74.75%75.1% (+0.35%)

3% less funds holding

Funds holding: 669649 (-20)

7% less capital invested

Capital invested by funds: $12.7B → $11.9B (-$832M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 268

Holders
649
Holders Change
-20
Holders Change %
-2.99%
% of All Funds
18.65%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
45
Increased
189
Reduced
268
Closed
61
Calls
$70.3M
Puts
$69.2M
Net Calls
+$1.14M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1
Hershey Trust Company
Pennsylvania
$1.22B
Vanguard Group
2
Vanguard Group
Pennsylvania
$756M +$16.5M +167,938 +2%
State Street
3
State Street
Massachusetts
$634M +$20.8M +212,450 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$547M +$110M +1,116,826 +25%
JHIU
5
Janus Henderson Investors US
Colorado
$417M +$14.7M +150,288 +4%
BIT
6
BlackRock Institutional Trust
California
$416M -$10.7M -108,709 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$359M +$42.1M +428,853 +13%
Norges Bank
8
Norges Bank
Norway
$343M +$237M +2,420,748 +220%
EVM
9
Eaton Vance Management
Massachusetts
$279M +$99.4M +1,013,049 +55%
AllianceBernstein
10
AllianceBernstein
Tennessee
$257M -$35.1M -358,263 -12%
AAMU
11
Amundi Asset Management US
Massachusetts
$244M -$19.5M -199,005 -7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$243M -$22.2M -225,851 -8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$230M -$46.8M -476,792 -17%
Wells Fargo
14
Wells Fargo
California
$209M -$33.4M -340,870 -14%
BFA
15
BlackRock Fund Advisors
California
$202M +$723K +7,367 +0.4%
Northern Trust
16
Northern Trust
Illinois
$188M -$12.3M -125,061 -6%
Bank of America
17
Bank of America
North Carolina
$172M +$16.5M +168,452 +11%
APG Asset Management
18
APG Asset Management
Netherlands
$170M +$12M +122,594 +8%
O
19
OppenheimerFunds
New York
$162M -$59.5M -606,440 -27%
American Century Companies
20
American Century Companies
Missouri
$160M +$72.7M +741,507 +82%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$153M -$4.28M -43,599 -3%
VAM
22
Vontobel Asset Management
New York
$150M +$152M +1,548,249 New
Capital World Investors
23
Capital World Investors
California
$146M
Allianz Asset Management
24
Allianz Asset Management
Germany
$139M -$8.17M -83,349 -6%
Aristotle Capital Management
25
Aristotle Capital Management
California
$126M +$17.3M +175,980 +16%