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925 hedge funds and large institutions have $15.6B invested in Hershey in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 278 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 69

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more capital invested

Capital invested by funds: $14.5B → $15.6B (+$1.11B)

1% more funds holding

Funds holding: 913925 (+12)

0.9% less ownership

Funds ownership: 75.81%74.9% (-0.9%)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 331

27% less call options, than puts

Call options by funds: $177M | Put options by funds: $243M

Holders
925
Holders Change
+12
Holders Change %
+1.31%
% of All Funds
18.66%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
89
Increased
278
Reduced
331
Closed
69
Calls
$177M
Puts
$243M
Net Calls
-$66.1M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.32B -$39M -274,868 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.92B -$39M -275,191 -2%
State Street
3
State Street
Massachusetts
$1.09B -$26.8M -188,795 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$570M -$149M -1,049,200 -21%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$364M -$41.2M -290,211 -10%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$317M -$9.55M -67,356 -3%
Northern Trust
7
Northern Trust
Illinois
$285M -$11.4M -80,092 -4%
CIP
8
Champlain Investment Partners
Vermont
$234M +$78.1M +550,580 +51%
Victory Capital Management
9
Victory Capital Management
Texas
$222M +$185M +1,307,591 +535%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$216M -$17.1M -120,371 -7%
Norges Bank
11
Norges Bank
Norway
$206M +$288K +2,030 +0.1%
American Century Companies
12
American Century Companies
Missouri
$193M -$75M -528,825 -28%
Ameriprise
13
Ameriprise
Minnesota
$190M +$15M +105,468 +9%
Legal & General Group
14
Legal & General Group
United Kingdom
$186M +$196K +1,381 +0.1%
Bank of America
15
Bank of America
North Carolina
$181M -$2.04M -14,409 -1%
First Trust Advisors
16
First Trust Advisors
Illinois
$180M +$113M +797,162 +173%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$176M -$2.04M -14,401 -1%
APG Asset Management
18
APG Asset Management
Netherlands
$172M -$14.3M -100,635 -7%
Swiss National Bank
19
Swiss National Bank
Switzerland
$163M -$1.69M -11,900 -1%
Invesco
20
Invesco
Georgia
$157M -$6.85M -48,307 -4%
UBS AM
21
UBS AM
Illinois
$152M -$2.53M -17,843 -2%
Wells Fargo
22
Wells Fargo
California
$148M -$445K -3,135 -0.3%
Deutsche Bank
23
Deutsche Bank
Germany
$129M +$18.4M +129,930 +17%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$127M -$71.3M -502,601 -36%
N
25
Nuveen
North Carolina
$127M +$32M +225,379 +34%

HSY Hedge Fund Activity: Q3 2020 in Review

925 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2020, worth a combined $15.6B — up 7.7% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new HSY positions and 69 closed out — a net gain of 20 holders — while 278 added to existing stakes and 331 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $185M. The largest seller was Renaissance Technologies, cutting an estimated $149M.

  • 925 institutional investors held Hershey (HSY) as of Q3 2020, up from 913 in Q2 2020.
  • Funds reported $15.6B of Hershey stock for Q3 2020, up 7.7% quarter-over-quarter.
  • 89 funds opened new Hershey positions in Q3 2020 and 69 closed out, a net change of +20 holders.
  • The largest Hershey buyer in Q3 2020 was Victory Capital Management, an estimated $185M added.
  • The largest Hershey seller in Q3 2020 was Renaissance Technologies, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2020.