Hershey
HSY
688 hedge funds and large institutions have $10.5B invested in Hershey in 2015 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 246 increasing their positions, 204 reducing their positions, and 58 closing their positions.
249% more call options, than puts
Call options by funds: $314M | Put options by funds: $89.9M
57% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 58
21% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 204
4% more funds holding
Funds holding: 664 → 688 (+24)
1.56% more ownership
Funds ownership: 73.69% → 75.24% (+1.6%)
2% less capital invested
Capital invested by funds: $10.8B → $10.5B (-$267M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$207M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$194M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$89.7M |
| 4 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$55.1M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$41.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$265M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$134M |
| 3 |
VAM
Vontobel Asset Management
New York
|
-$120M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$59.2M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$50.5M |
HSY Hedge Fund Activity: Q4 2015 in Review
688 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2015, worth a combined $10.5B — down 2.5% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new HSY positions and 58 closed out — a net gain of 33 holders — while 246 added to existing stakes and 204 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $265M.
- 688 institutional investors held Hershey (HSY) as of Q4 2015, up from 664 in Q3 2015.
- Funds reported $10.5B of Hershey stock for Q4 2015, down 2.5% quarter-over-quarter.
- 91 funds opened new Hershey positions in Q4 2015 and 58 closed out, a net change of +33 holders.
- The largest Hershey buyer in Q4 2015 was Amundi Asset Management US, an estimated $207M added.
- The largest Hershey seller in Q4 2015 was JP Morgan Chase, an estimated $265M sold.
Based on aggregated 13F filings for Q4 2015.