Hershey
914 hedge funds and large institutions have $14.4B invested in Hershey in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 275 increasing their positions, 345 reducing their positions, and 83 closing their positions.
8% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 83
0.56% more ownership
Funds ownership: 74.96% → 75.53% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% less funds holding
Funds holding: 915 → 914 (-1)
2% less capital invested
Capital invested by funds: $14.7B → $14.4B (-$320M)
20% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 345
27% less call options, than puts
Call options by funds: $143M | Put options by funds: $197M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$146M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$124M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$112M |
| 4 |
BlackRock
New York
|
+$92.3M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$91.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$85.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$82.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$81M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.2M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$61.8M |
HSY Hedge Fund Activity: Q2 2020 in Review
914 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2020, worth a combined $14.4B — down 2.2% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new HSY positions and 83 closed out — a net gain of 7 holders — while 275 added to existing stakes and 345 trimmed.
The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $146M. The largest seller was VOYA Investment Management, cutting an estimated $85.3M.
- 914 institutional investors held Hershey (HSY) as of Q2 2020, down from 915 in Q1 2020.
- Funds reported $14.4B of Hershey stock for Q2 2020, down 2.2% quarter-over-quarter.
- 90 funds opened new Hershey positions in Q2 2020 and 83 closed out, a net change of +7 holders.
- The largest Hershey buyer in Q2 2020 was Champlain Investment Partners, an estimated $146M added.
- The largest Hershey seller in Q2 2020 was VOYA Investment Management, an estimated $85.3M sold.
Based on aggregated 13F filings for Q2 2020.