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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
GMA
301
Glassy Mountain Advisors
Maryland
$4.75M +$176K +908 +4%
BF
302
BOK Financial
Oklahoma
$4.74M +$1.64M +8,484 +49%
Pacer Advisors
303
Pacer Advisors
Pennsylvania
$4.73M -$89.6K -463 -2%
FAF
304
Första AP-fonden
Sweden
$4.72M -$2.73M -14,100 -35%
EH
305
Equitable Holdings
New York
$4.71M +$332K +1,714 +7%
JFG
306
Jefferies Financial Group
New York
$4.7M +$106K +548 +2%
FFIC
307
First Fiduciary Investment Counsel
Ohio
$4.63M +$205K +1,058 +4%
SWP
308
Stratos Wealth Partners
Ohio
$4.62M +$989K +5,109 +26%
TAM
309
Tocqueville Asset Management
New York
$4.57M +$4.5M +23,250 +1,451%
EF
310
Empowered Funds
Pennsylvania
$4.54M -$2.21M -11,430 -32%
CBT
311
Central Bank & Trust
Kentucky
$4.53M -$88K -455 -2%
IMPI
312
Ilmarinen Mutual Pension Insurance
Finland
$4.5M +$4.74M +24,500 New
CM
313
Crestline Management
Texas
$4.48M -$6.72M -34,754 -59%
KGC
314
Kennon-Green & Company
Ohio
$4.48M +$884K +4,569 +23%
MCM
315
Mengis Capital Management
Oregon
$4.47M +$361K +1,865 +8%
URS
316
Utah Retirement Systems
Utah
$4.47M -$329K -1,700 -7%
AA
317
Ancora Advisors
Ohio
$4.46M +$625K +3,230 +15%
AWS
318
Atria Wealth Solutions
New York
$4.45M +$235K +1,215 +5%
PL
319
Parthenon LLC
Kentucky
$4.44M +$4.17M +21,565 +829%
FT
320
Fiduciary Trust
Massachusetts
$4.42M +$26.7K +138 +0.6%
YCM
321
Yousif Capital Management
Michigan
$4.37M -$135K -698 -3%
AAM
322
Advisors Asset Management
Colorado
$4.34M +$542K +2,799 +13%
MML Investors Services
323
MML Investors Services
Massachusetts
$4.33M +$171K +883 +4%
KAS
324
Kestra Advisory Services
Texas
$4.32M +$1.15M +5,920 +33%
MCP
325
Martin Capital Partners
Oregon
$4.27M -$55.9K -289 -1%

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.