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988 hedge funds and large institutions have $17B invested in Hershey in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 298 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $15.6B → $17B (+$1.47B)

7% more funds holding

Funds holding: 925988 (+63)

1% more call options, than puts

Call options by funds: $155M | Put options by funds: $153M

0.45% less ownership

Funds ownership: 74.9%74.46% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 307

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
988
Holders Change
+63
Holders Change %
+6.81%
% of All Funds
17.48%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
140
Increased
298
Reduced
307
Closed
63
Calls
$155M
Puts
$153M
Net Calls
+$1.85M
Net Calls Change
+$67.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.36B -$108M -730,799 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.05B +$14.4M +97,625 +0.7%
State Street
3
State Street
Massachusetts
$1.09B -$63M -425,802 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$515M -$88.1M -595,072 -15%
KBC Group
5
KBC Group
Belgium
$448M -$16.3M -110,084 -17%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$427M +$39.3M +265,693 +10%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$330M -$7.28M -49,217 -2%
Northern Trust
8
Northern Trust
Illinois
$293M -$10.2M -68,875 -3%
Victory Capital Management
9
Victory Capital Management
Texas
$248M +$11.6M +78,338 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$247M +$165M +1,118,025 +221%
CIP
11
Champlain Investment Partners
Vermont
$245M -$4.32M -29,170 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$230M +$355K +2,400 +0.2%
Norges Bank
13
Norges Bank
Norway
$220M +$1.3M +8,766 +0.6%
Ameriprise
14
Ameriprise
Minnesota
$209M +$7.06M +47,701 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$201M +$2.83M +19,117 +1%
First Trust Advisors
16
First Trust Advisors
Illinois
$196M +$3.98M +26,876 +2%
Bank of America
17
Bank of America
North Carolina
$187M -$4.42M -29,883 -2%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$181M -$6.1M -41,218 -3%
Invesco
19
Invesco
Georgia
$176M +$8.74M +59,086 +5%
Swiss National Bank
20
Swiss National Bank
Switzerland
$172M -$1.6M -10,800 -0.9%
Wells Fargo
21
Wells Fargo
California
$164M +$6.35M +42,908 +4%
UBS AM
22
UBS AM
Illinois
$162M +$1.25M +8,433 +0.8%
Deutsche Bank
23
Deutsche Bank
Germany
$162M +$23.7M +160,381 +18%
N
24
Nuveen
North Carolina
$152M +$17.2M +116,169 +13%
Millennium Management
25
Millennium Management
New York
$149M -$85.6M -578,599 -37%

HSY Hedge Fund Activity: Q4 2020 in Review

988 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2020, worth a combined $17B — up 9.5% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new HSY positions and 63 closed out — a net gain of 77 holders — while 298 added to existing stakes and 307 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $165M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 988 institutional investors held Hershey (HSY) as of Q4 2020, up from 925 in Q3 2020.
  • Funds reported $17B of Hershey stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 140 funds opened new Hershey positions in Q4 2020 and 63 closed out, a net change of +77 holders.
  • The largest Hershey buyer in Q4 2020 was Citadel Advisors, an estimated $165M added.
  • The largest Hershey seller in Q4 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2020.