Hershey
724 hedge funds and large institutions have $13B invested in Hershey in 2016 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 58 closing their positions.
94% more call options, than puts
Call options by funds: $403M | Put options by funds: $208M
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
53% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 58
20% more capital invested
Capital invested by funds: $10.8B → $13B (+$2.19B)
3% more funds holding
Funds holding: 700 → 724 (+24)
1.04% less ownership
Funds ownership: 76.14% → 75.09% (-1%)
20% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 265
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$117M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$46.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$41.4M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$37.9M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$90.7M |
| 2 |
JP Morgan Chase
New York
|
-$82.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$78.9M |
| 4 |
Bank of New York Mellon
New York
|
-$75.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$71.8M |
HSY Hedge Fund Activity: Q2 2016 in Review
724 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2016, worth a combined $13B — up 20% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new HSY positions and 58 closed out — a net gain of 31 holders — while 211 added to existing stakes and 265 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $117M. The largest seller was Renaissance Technologies, cutting an estimated $90.7M.
- 724 institutional investors held Hershey (HSY) as of Q2 2016, up from 700 in Q1 2016.
- Funds reported $13B of Hershey stock for Q2 2016, up 20% quarter-over-quarter.
- 89 funds opened new Hershey positions in Q2 2016 and 58 closed out, a net change of +31 holders.
- The largest Hershey buyer in Q2 2016 was AllianceBernstein, an estimated $117M added.
- The largest Hershey seller in Q2 2016 was Renaissance Technologies, an estimated $90.7M sold.
Based on aggregated 13F filings for Q2 2016.