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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
SIA
276
Soltis Investment Advisors
Utah
$5.3M +$1.74M +8,981 +45%
PSC
277
Prentiss Smith & Co
Vermont
$5.28M -$46.4K -240 -0.8%
GT
278
Glenmede Trust
Pennsylvania
$5.26M +$216K +1,115 +4%
BCIM
279
British Columbia Investment Management
British Columbia, Canada
$5.26M +$2.07M +10,706 +60%
SAM
280
Stansberry Asset Management
Texas
$5.25M +$364K +1,882 +7%
LF
281
Longbow Finance
Switzerland
$5.25M -$312K -1,610 -5%
AP
282
Appleton Partners
Massachusetts
$5.23M +$85.7K +443 +2%
ASN
283
Advisory Services Network
Georgia
$5.23M +$1.99M +10,302 +57%
PGA
284
Portland Global Advisors
Maine
$5.21M +$256K +1,325 +5%
CNB
285
Czech National Bank
Czech Republic
$5.17M +$340K +1,758 +7%
Cerity Partners
286
Cerity Partners
New York
$5.14M -$2.09M -10,780 -28%
Brown Advisory
287
Brown Advisory
Maryland
$5.13M -$398K -2,056 -7%
DADC
288
D.A. Davidson & Co
Montana
$5.13M +$1.87M +9,663 +53%
HEIP
289
Hudson Edge Investment Partners
New Jersey
$5.12M +$329K +1,699 +6%
ATIA
290
American Trust Investment Advisors
New Hampshire
$5.04M +$81.3K +420 +2%
SA
291
Sanctuary Advisors
Indiana
$5.03M +$5.23M +27,025 New
BFA
292
Benedict Financial Advisors
Georgia
$5.03M -$35.8K -185 -0.7%
ProShare Advisors
293
ProShare Advisors
Maryland
$5M +$531K +2,742 +11%
CAM
294
Cresset Asset Management
Illinois
$4.96M +$3.01M +15,546 +136%
Millennium Management
295
Millennium Management
New York
$4.95M -$2.4M -12,402 -32%
HIMC
296
Heritage Investors Management Corp
Maryland
$4.83M -$16.4K -85 -0.3%
USAA
297
United Services Automobile Association
Texas
$4.82M +$5.08M +26,231 New
SWP
298
Strategic Wealth Partners
Ohio
$4.78M +$5.04M +26,026 New
Bank Julius Baer & Co
299
Bank Julius Baer & Co
Switzerland
$4.77M -$661K -3,414 -12%
TB
300
Terril Brothers
Missouri
$4.77M -$27.1K -140 -0.5%

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.