Hershey
HSY
757 hedge funds and large institutions have $11.9B invested in Hershey in 2017 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 249 increasing their positions, 245 reducing their positions, and 60 closing their positions.
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
34% more call options, than puts
Call options by funds: $74.1M | Put options by funds: $55.4M
2% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 245
1% more capital invested
Capital invested by funds: $11.8B → $11.9B (+$90.6M)
0.46% less ownership
Funds ownership: 72.47% → 72.01% (-0.46%)
3% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 60
1% less funds holding
Funds holding: 767 → 757 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$111M |
| 2 |
ETC
Evercore Trust Company
New York
|
+$103M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$82M |
| 4 |
LCM
Laurion Capital Management
New York
|
+$79.7M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$70M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTC
Hershey Trust Company
Hershey,
Pennsylvania
|
-$479M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$206M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.9M |
| 4 |
Goldman Sachs
New York
|
-$56.2M |
| 5 |
BlackRock
New York
|
-$53.7M |
HSY Hedge Fund Activity: Q3 2017 in Review
757 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2017, worth a combined $11.9B — up 0.76% from $11.8B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of HSY and 58 opened new positions — a net loss of 2 holders — while 245 trimmed existing stakes and 249 added.
The largest buyer was APG Asset Management, adding an estimated $111M. The largest seller was Hershey Trust Company, cutting an estimated $479M.
- 757 institutional investors held Hershey (HSY) as of Q3 2017, down from 767 in Q2 2017.
- Funds reported $11.9B of Hershey stock for Q3 2017, up 0.76% quarter-over-quarter.
- 58 funds opened new Hershey positions in Q3 2017 and 60 closed out, a net change of -2 holders.
- The largest Hershey buyer in Q3 2017 was APG Asset Management, an estimated $111M added.
- The largest Hershey seller in Q3 2017 was Hershey Trust Company, an estimated $479M sold.
Based on aggregated 13F filings for Q3 2017.