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Hershey
HSY

Overview Fund Activity

1,291 hedge funds and large institutions have $23.5B invested in Hershey in 2023 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 460 increasing their positions, 445 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
-56
Holders Change %
-4.16%
% of All Funds
20.59%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
117
Increased
460
Reduced
445
Closed
158
Calls
$405M
Puts
$479M
Net Calls
-$74.6M
Net Calls Change
-$71.8M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$496M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$722M
3
VAM
3
Vontobel Asset Management
New York
$141M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$394M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$223M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.62M
2
AI
2
Axiom Investors
Connecticut
$0
3
PI
3
Putnam Investments
Massachusetts
$9.03M
4
GQG Partners
4
GQG Partners
Florida
$1.52M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
301
Alpine Woods Capital Investors
New York
$4.22M +$4.22M +21,085 New
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$4.19M +$235K +1,173 +6%
SWM
303
Spire Wealth Management
Virginia
$4.18M -$1.87M -9,327 -31%
DIP
304
DT Investment Partners
Pennsylvania
$4.14M – – –
AI
305
Atria Investments
North Carolina
$4.13M +$160K +800 +4%
RB
306
Rodgers Brothers
Pennsylvania
$4.13M +$998K +4,990 +32%
AWM
307
Axxcess Wealth Management
California
$4.1M +$770K +3,850 +23%
ANTB
308
AMG National Trust Bank
Colorado
$4.09M -$400 -2 -0%
BBL
309
Beck Bode LLC
Massachusetts
$4.05M +$590K +2,949 +17%
BRCM
310
Bright Rock Capital Management
Massachusetts
$4M – – –
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$3.99M -$21.6K -108 -0.5%
FGA
312
Fortis Group Advisors
New Jersey
$3.9M -$2.23M -8,873 -36%
EW
313
Evexia Wealth
Wisconsin
$3.89M +$891K +4,580 +30%
BST
314
Bath Savings Trust
Maine
$3.78M +$202K +1,009 +6%
IMCOOI
315
Investment Management Corp of Ontario (IMCO)
Canada
$3.77M +$1.14M +5,706 +43%
DCM
316
Donaldson Capital Management
Indiana
$3.76M +$2.79M +13,957 +288%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$3.75M -$355K -1,773 -9%
AT
318
American Trust
Kentucky
$3.73M +$411K +2,056 +12%
MML Investors Services
319
MML Investors Services
Massachusetts
$3.71M +$280K +1,398 +8%
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$3.68M -$2.03M -10,119 -36%
KAS
321
Kestra Advisory Services
Texas
$3.66M +$1.24M +6,203 +51%
CWM
322
C2C Wealth Management
Arizona
$3.65M – – –
BCM
323
Bridgeway Capital Management
Texas
$3.62M -$3.89M -19,450 -52%
CANC
324
Culbertson A N & Co
Virginia
$3.47M -$4K -20 -0.1%
ACM
325
Argyle Capital Management
Pennsylvania
$3.46M – – –
11 12
13
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