Position in HSY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$290,140,428
+$59,293,162 QoQ
Shares Held
1,395,644
+10.0% QoQ
Ownership
0.688%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53.051136249645324.ToString("F0")%
Shared 0.ToString("F0")%
None 46.948863750354676.ToString("F0")%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Derivatives in HSY
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$10,774,890
PutShares
63,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,469,426,331 across 3 Confectioners names. HSY ranks #2 (19.7% of the industry book) .
All Filings in HSY
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,140,428 | 1,395,644 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $230,847,266 | 1,268,531 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $275,604,517 | 1,473,427 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $235,730,478 | 1,420,491 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $248,682,577 | 1,454,029 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $10,774,890 | 63,000 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $200,844,693 | 1,185,974 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $372,701,412 | 1,943,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $374,209,676 | 2,035,629 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $405,585,986 | 2,085,275 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,644 | 100 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $232,008,916 | 1,244,416 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $270,448,934 | 1,351,704 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $600,240 | 3,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $20,008 | 100 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $24,970 | 100 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $320,181,817 | 1,282,266 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $10,737,100 | 43,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $14,119,755 | 55,500 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $489,321,761 | 1,923,359 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $25,441 | 100 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $405,254,443 | 1,750,030 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $485,176,419 | 2,200,646 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $517,897,217 | 2,407,033 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $485,580,257 | 2,241,519 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,347 | 100 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $309,034,464 | 1,597,325 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $345,915,686 | 2,043,815 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $16,925 | 100 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $17,418 | 100 | Put | Defined | 2021-09-13 | |
| 2021-06-30 | $219,784,327 | 1,261,823 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $213,514,256 | 1,349,989 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $15,816 | 100 | Put | Defined | 2021-05-14 | |
| 2020-12-31 | $187,441,756 | 1,230,498 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $180,663,008 | 1,260,381 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $165,238,277 | 1,274,790 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $195,396,025 | 1,474,687 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||