Hershey
924 hedge funds and large institutions have $17.5B invested in Hershey in 2019 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 299 increasing their positions, 302 reducing their positions, and 76 closing their positions.
45% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 76
14% more capital invested
Capital invested by funds: $15.4B → $17.5B (+$2.17B)
3% more funds holding
Funds holding: 894 → 924 (+30)
1% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 302
1.5% less ownership
Funds ownership: 77.57% → 76.07% (-1.5%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
33% less call options, than puts
Call options by funds: $217M | Put options by funds: $326M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$207M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$108M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$92.9M |
| 4 |
Renaissance Technologies
New York
|
+$88.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$60.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$368M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$131M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$119M |
| 4 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$112M |
| 5 |
SI
Scharf Investments
Los Gatos,
California
|
-$108M |
HSY Hedge Fund Activity: Q3 2019 in Review
924 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2019, worth a combined $17.5B — up 14% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new HSY positions and 76 closed out — a net gain of 34 holders — while 299 added to existing stakes and 302 trimmed.
The largest buyer was BlackRock, adding an estimated $207M. The largest seller was Fidelity Investments, cutting an estimated $368M.
- 924 institutional investors held Hershey (HSY) as of Q3 2019, up from 894 in Q2 2019.
- Funds reported $17.5B of Hershey stock for Q3 2019, up 14% quarter-over-quarter.
- 110 funds opened new Hershey positions in Q3 2019 and 76 closed out, a net change of +34 holders.
- The largest Hershey buyer in Q3 2019 was BlackRock, an estimated $207M added.
- The largest Hershey seller in Q3 2019 was Fidelity Investments, an estimated $368M sold.
Based on aggregated 13F filings for Q3 2019.