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1,034 hedge funds and large institutions have $19B invested in Hershey in 2021 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 340 increasing their positions, 296 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $260M | Put options by funds: $151M

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 296

10% more capital invested

Capital invested by funds: $17.3B → $19B (+$1.65B)

3% more funds holding

Funds holding: 1,0031,034 (+31)

0.27% less ownership

Funds ownership: 75.05%74.78% (-0.27%)

Holders
1,034
Holders Change
+31
Holders Change %
+3.09%
% of All Funds
18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
119
Increased
340
Reduced
296
Closed
81
Calls
$260M
Puts
$151M
Net Calls
+$109M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.51B -$110M -655,251 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.32B +$20M +118,609 +0.9%
State Street
3
State Street
Massachusetts
$1.2B +$29M +172,102 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$556M -$28.4M -168,795 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$497M +$4.23M +25,103 +0.9%
Victory Capital Management
6
Victory Capital Management
Texas
$419M +$5.53M +32,856 +1%
Northern Trust
7
Northern Trust
Illinois
$352M +$17.9M +106,242 +6%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$338M -$1.26M -7,510 -0.4%
CIP
9
Champlain Investment Partners
Vermont
$277M -$14.7M -87,480 -5%
Ameriprise
10
Ameriprise
Minnesota
$252M +$10.1M +60,237 +4%
First Trust Advisors
11
First Trust Advisors
Illinois
$251M +$13M +77,167 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$244M -$15.4M -91,634 -6%
Invesco
13
Invesco
Georgia
$241M +$27.3M +161,824 +13%
Legal & General Group
14
Legal & General Group
United Kingdom
$238M +$4.2M +24,955 +2%
Bank of America
15
Bank of America
North Carolina
$220M -$14.8M -88,166 -7%
Norges Bank
16
Norges Bank
Norway
$214M -$7.41M -43,975 -3%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$195M -$3.51M -20,831 -2%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$194M +$1.53M +9,070 +0.8%
JP Morgan Chase
19
JP Morgan Chase
New York
$194M +$111M +656,943 +144%
UBS AM
20
UBS AM
Illinois
$180M -$1.11M -6,564 -0.6%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$168M +$52.8M +313,395 +48%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$167M +$64.2M +381,201 +66%
MAMU
23
Marathon Asset Management (UK)
United Kingdom
$167M +$41.3M +245,319 +34%
Wells Fargo
24
Wells Fargo
California
$163M -$18.3M -108,837 -10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$162M +$14.7M +87,105 +10%

HSY Hedge Fund Activity: Q2 2021 in Review

1,034 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2021, worth a combined $19B — up 9.5% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HSY positions and 81 closed out — a net gain of 38 holders — while 340 added to existing stakes and 296 trimmed.

The largest buyer was Macquarie Group, adding an estimated $128M. The largest seller was BlackRock, cutting an estimated $110M.

  • 1,034 institutional investors held Hershey (HSY) as of Q2 2021, up from 1,003 in Q1 2021.
  • Funds reported $19B of Hershey stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 119 funds opened new Hershey positions in Q2 2021 and 81 closed out, a net change of +38 holders.
  • The largest Hershey buyer in Q2 2021 was Macquarie Group, an estimated $128M added.
  • The largest Hershey seller in Q2 2021 was BlackRock, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2021.