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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
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$3.79M -$345K -1,785 -8%
TI
352
TrueMark Investments
Illinois
$3.77M +$1.76M +9,098 +80%
MFIM
353
Mesirow Financial Investment Management
Illinois
$3.71M -$8.32K -43 -0.2%
BRCM
354
Bright Rock Capital Management
Massachusetts
$3.68M
HPIA
355
Hamilton Point Investment Advisors
North Carolina
$3.67M +$3.87M +19,989 New
IIC
356
Ironwood Investment Counsel
Arizona
$3.64M +$211K +1,089 +6%
LOIM
357
Liberty One Investment Management
Illinois
$3.62M +$929K +4,802 +32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
358
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.59M -$3.05M -15,779 -45%
MDCM
359
Morgan Dempsey Capital Management
Wisconsin
$3.55M +$3.74M +19,325 New
DCM
360
Donaldson Capital Management
Indiana
$3.52M -$321K -1,660 -8%
CMP
361
Coston McIsaac & Partners
Maine
$3.52M +$86.9K +449 +2%
SCA
362
Snowden Capital Advisors
New York
$3.5M -$681K -3,520 -16%
AWCI
363
Alpine Woods Capital Investors
New York
$3.5M +$3.68M +19,015 New
GWM
364
Geneos Wealth Management
Colorado
$3.47M +$251K +1,295 +7%
CAM
365
Carret Asset Management
New York
$3.46M +$580K +3,000 +19%
GGI
366
GPM Growth Investors
Michigan
$3.44M +$3.62M +18,700 New
MOACM
367
Mutual of America Capital Management
New York
$3.42M -$200K -1,036 -5%
NAM
368
Nissay Asset Management
Japan
$3.41M +$90.9K +470 +3%
FTIS
369
First Trust Investment Solutions
Florida
$3.41M +$2.74M +14,137 +322%
HAS
370
HBW Advisory Services
California
$3.4M +$3.57M +18,473 New
SLAM
371
Swiss Life Asset Management
$3.36M +$1.01M +5,238 +40%
SCA
372
Sage Capital Advisors
South Dakota
$3.34M +$3.52M +18,195 New
BFM
373
Boothbay Fund Management
New York
$3.31M +$1.47M +7,579 +73%
CCM
374
Carderock Capital Management
Maryland
$3.3M +$3.47M +17,959 New
Verition Fund Management
375
Verition Fund Management
Connecticut
$3.29M -$16.8M -86,628 -83%

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.