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686 hedge funds and large institutions have $12.1B invested in Hershey in 2015 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 246 increasing their positions, 203 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 203

4% more funds holding

Funds holding: 662686 (+24)

1.6% more ownership

Funds ownership: 73.61%75.21% (+1.6%)

2% less capital invested

Capital invested by funds: $12.4B → $12.1B (-$302M)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
686
Holders Change
+24
Holders Change %
+3.63%
% of All Funds
18%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
91
Increased
246
Reduced
203
Closed
58
Calls
$314M
Puts
$89.9M
Net Calls
+$224M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.66B
HTC
2
Hershey Trust Company
Pennsylvania
$1.13B +$17.1M +190,100 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$750M +$9.82M +109,532 +1%
JHIU
4
Janus Henderson Investors US
Colorado
$667M +$194M +2,167,227 +41%
State Street
5
State Street
Massachusetts
$559M +$6.84M +76,281 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$539M +$3.6M +40,180 +0.7%
JP Morgan Chase
7
JP Morgan Chase
New York
$457M -$265M -2,956,207 -37%
BIT
8
BlackRock Institutional Trust
California
$367M +$9.33M +104,077 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$312M -$28M -312,052 -8%
AAMU
10
Amundi Asset Management US
Massachusetts
$298M +$207M +2,308,682 +224%
BFA
11
BlackRock Fund Advisors
California
$265M +$17M +189,506 +7%
Capital World Investors
12
Capital World Investors
California
$223M +$89.7M +1,000,000 +67%
Bank of America
13
Bank of America
North Carolina
$202M +$12.7M +141,154 +7%
Renaissance Technologies
14
Renaissance Technologies
New York
$198M -$26.8M -299,100 -12%
Northern Trust
15
Northern Trust
Illinois
$173M -$12.5M -138,914 -7%
Aristotle Capital Management
16
Aristotle Capital Management
California
$130M +$4.51M +50,339 +4%
BG
17
BlackRock Group
United Kingdom
$128M +$6.73M +74,993 +6%
Morgan Stanley
18
Morgan Stanley
New York
$126M +$6.34M +70,652 +5%
AI
19
Analytic Investors
California
$118M -$1.24M -13,803 -1%
MAMU
20
Marathon Asset Management (UK)
United Kingdom
$107M -$2.61M -29,064 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$106M +$1.28M +14,284 +1%
Invesco
22
Invesco
Georgia
$88.7M +$15.5M +172,851 +21%
Norges Bank
23
Norges Bank
Norway
$83.8M -$2.92M -32,591 -3%
GC
24
Guggenheim Capital
Illinois
$71.9M +$23.5M +262,102 +48%
Legal & General Group
25
Legal & General Group
United Kingdom
$67M +$3.63M +40,429 +6%