Hershey
700 hedge funds and large institutions have $10.8B invested in Hershey in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 242 increasing their positions, 233 reducing their positions, and 49 closing their positions.
89% more call options, than puts
Call options by funds: $168M | Put options by funds: $88.8M
35% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 49
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2% more funds holding
Funds holding: 688 → 700 (+12)
4% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 233
3% more capital invested
Capital invested by funds: $10.5B → $10.8B (+$326M)
0.89% more ownership
Funds ownership: 75.24% → 76.14% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$161M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.5M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$45.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$277M |
| 2 |
Bank of New York Mellon
New York
|
-$90.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.8M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$50M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$39.6M |
HSY Hedge Fund Activity: Q1 2016 in Review
700 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2016, worth a combined $10.8B — up 3.1% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new HSY positions and 49 closed out — a net gain of 17 holders — while 242 added to existing stakes and 233 trimmed.
The largest buyer was Capital World Investors, adding an estimated $161M. The largest seller was JP Morgan Chase, cutting an estimated $277M.
- 700 institutional investors held Hershey (HSY) as of Q1 2016, up from 688 in Q4 2015.
- Funds reported $10.8B of Hershey stock for Q1 2016, up 3.1% quarter-over-quarter.
- 66 funds opened new Hershey positions in Q1 2016 and 49 closed out, a net change of +17 holders.
- The largest Hershey buyer in Q1 2016 was Capital World Investors, an estimated $161M added.
- The largest Hershey seller in Q1 2016 was JP Morgan Chase, an estimated $277M sold.
Based on aggregated 13F filings for Q1 2016.