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1,003 hedge funds and large institutions have $17.3B invested in Hershey in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 331 increasing their positions, 328 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

2% more funds holding

Funds holding: 9881,003 (+15)

2% more call options, than puts

Call options by funds: $112M | Put options by funds: $110M

2% more capital invested

Capital invested by funds: $17B → $17.3B (+$294M)

1% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 328

0.59% more ownership

Funds ownership: 74.46%75.05% (+0.59%)

Holders
1,003
Holders Change
+15
Holders Change %
+1.52%
% of All Funds
17.61%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
83
Increased
331
Reduced
328
Closed
62
Calls
$112M
Puts
$110M
Net Calls
+$1.96M
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.39B -$56.1M -372,534 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.08B -$45.1M -299,756 -2%
State Street
3
State Street
Massachusetts
$1.07B -$63.2M -419,714 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$532M -$3.01M -20,005 -0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$448M +$3.9M +25,916 +0.9%
Victory Capital Management
6
Victory Capital Management
Texas
$375M +$112M +741,318 +45%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$308M -$32.4M -215,097 -10%
Northern Trust
8
Northern Trust
Illinois
$303M -$1.29M -8,587 -0.4%
CIP
9
Champlain Investment Partners
Vermont
$266M +$10.9M +72,560 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$236M -$2.31M -15,368 -1%
Ameriprise
11
Ameriprise
Minnesota
$219M +$1.85M +12,256 +0.9%
First Trust Advisors
12
First Trust Advisors
Illinois
$215M +$11.5M +76,550 +6%
Bank of America
13
Bank of America
North Carolina
$214M +$18M +119,491 +10%
Legal & General Group
14
Legal & General Group
United Kingdom
$212M +$3.22M +21,359 +2%
Norges Bank
15
Norges Bank
Norway
$201M -$26.3M -174,552 -12%
Invesco
16
Invesco
Georgia
$193M +$10.4M +69,131 +6%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$181M -$7.23M -47,976 -4%
Swiss National Bank
18
Swiss National Bank
Switzerland
$177M -$1.57M -10,400 -0.9%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$175M +$89M +590,867 +115%
Deutsche Bank
20
Deutsche Bank
Germany
$174M +$6.15M +40,828 +4%
Wells Fargo
21
Wells Fargo
California
$165M -$4.31M -28,612 -3%
UBS AM
22
UBS AM
Illinois
$165M -$3.8M -25,241 -2%
N
23
Nuveen
North Carolina
$152M -$5.89M -39,077 -4%
American Century Companies
24
American Century Companies
Missouri
$141M +$42.2M +280,417 +46%
APG Asset Management
25
APG Asset Management
Netherlands
$139M -$13.3M -88,496 -8%

HSY Hedge Fund Activity: Q1 2021 in Review

1,003 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2021, worth a combined $17.3B — up 1.7% from $17B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HSY positions and 62 closed out — a net gain of 21 holders — while 331 added to existing stakes and 328 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $128M.

  • 1,003 institutional investors held Hershey (HSY) as of Q1 2021, up from 988 in Q4 2020.
  • Funds reported $17.3B of Hershey stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 83 funds opened new Hershey positions in Q1 2021 and 62 closed out, a net change of +21 holders.
  • The largest Hershey buyer in Q1 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Hershey seller in Q1 2021 was Citadel Advisors, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2021.