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Hershey

1,382 hedge funds and large institutions have $21.6B invested in Hershey in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 557 increasing their positions, 433 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 115

29% more repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 433

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 1,3601,382 (+22)

1.06% more ownership

Funds ownership: 78.51%79.57% (+1.1%)

5% less capital invested

Capital invested by funds: $22.8B → $21.6B (-$1.16B)

16% less call options, than puts

Call options by funds: $505M | Put options by funds: $599M

Holders
1,382
Holders Change
+22
Holders Change %
+1.62%
% of All Funds
19.96%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
157
Increased
557
Reduced
433
Closed
115
Calls
$505M
Puts
$599M
Net Calls
-$93.5M
Net Calls Change
-$62.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
Fulcrum Capital
Washington
$7.02M +$58.2K +301 +0.8%
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$6.92M -$7.7M -39,796 -51%
GVAG
228
Great Valley Advisor Group
Delaware
$6.83M +$1.01M +5,208 +16%
Skandinaviska Enskilda Banken (SEB)
229
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.76M -$17.4M -89,968 -71%
Corient Private Wealth
230
Corient Private Wealth
Florida
$6.71M +$187K +968 +3%
SC
231
Scotia Capital
Ontario, Canada
$6.69M +$1.79M +9,246 +34%
MCM
232
McRae Capital Management
New Jersey
$6.63M +$4.23M +21,888 +155%
AI
233
Atria Investments
North Carolina
$6.55M +$595K +3,073 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
234
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.55M -$442K -2,284 -6%
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.53M +$299K +1,547 +5%
DP
236
Dearborn Partners
Illinois
$6.44M +$332K +1,717 +5%
Federated Hermes
237
Federated Hermes
Pennsylvania
$6.42M +$137K +709 +2%
GS
238
GTS Securities
New York
$6.39M -$1.1M -5,708 -14%
OHIS
239
Oak Harvest Investment Services
Texas
$6.34M +$883K +4,564 +15%
William Blair & Company
240
William Blair & Company
Illinois
$6.32M +$621K +3,209 +10%
TC
241
TownSquare Capital
Utah
$6.31M +$212K +1,097 +3%
DZ Bank
242
DZ Bank
Germany
$6.29M -$11.5M -59,410 -63%
PCA
243
Providence Capital Advisors
North Carolina
$6.2M +$64.6K +334 +1%
LP
244
LMR Partners
United Kingdom
$6.16M +$6.48M +33,503 New
OIC
245
Orion Investment Company
Missouri
$6.13M +$6.45M +33,358 New
SWS
246
SYSTM Wealth Solutions
Illinois
$6.13M +$286K +1,478 +5%
M&T Bank
247
M&T Bank
New York
$6.12M +$160K +829 +3%
EGM
248
Engineers Gate Manager
New York
$6.04M -$3.2M -16,562 -34%
GFG
249
Greystone Financial Group
Michigan
$6.04M +$591K +3,056 +10%
Retirement Systems of Alabama
250
Retirement Systems of Alabama
Alabama
$5.99M -$23.6M -122,020 -79%

HSY Hedge Fund Activity: Q2 2024 in Review

1,382 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2024, worth a combined $21.6B — down 5.1% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new HSY positions and 115 closed out — a net gain of 42 holders — while 557 added to existing stakes and 433 trimmed.

The largest buyer was Vanguard Group, adding an estimated $396M. The largest seller was Nordea Investment Management, cutting an estimated $366M.

  • 1,382 institutional investors held Hershey (HSY) as of Q2 2024, up from 1,360 in Q1 2024.
  • Funds reported $21.6B of Hershey stock for Q2 2024, down 5.1% quarter-over-quarter.
  • 157 funds opened new Hershey positions in Q2 2024 and 115 closed out, a net change of +42 holders.
  • The largest Hershey buyer in Q2 2024 was Vanguard Group, an estimated $396M added.
  • The largest Hershey seller in Q2 2024 was Nordea Investment Management, an estimated $366M sold.

Based on aggregated 13F filings for Q2 2024.