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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
PCM
376
Poehling Capital Management
Wisconsin
$3.22M +$277K +1,432 +9%
CANC
377
Culbertson A N & Co
Virginia
$3.21M +$47.4K +245 +1%
Wealthfront Advisers
378
Wealthfront Advisers
California
$3.19M -$654K -3,382 -16%
Neuberger Berman Group
379
Neuberger Berman Group
New York
$3.18M +$558K +2,883 +20%
APF
380
Alaska Permanent Fund
Alaska
$3.17M -$236K -1,219 -7%
HA
381
Hamel Associates
New Jersey
$3.17M +$453K +2,341 +16%
AWM
382
Absher Wealth Management
North Carolina
$3.15M +$894K +4,621 +37%
AMI
383
Amica Mutual Insurance
Rhode Island
$3.14M
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$3.13M -$302K -1,560 -8%
CCFCSB
385
Cape Cod Five Cents Savings Bank
Massachusetts
$3.11M -$19K -98 -0.6%
AWM
386
Axxcess Wealth Management
California
$3.08M +$419K +2,167 +15%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$3.06M +$257K +1,328 +9%
QOP
388
Quinn Opportunity Partners
Virginia
$3.05M -$3.62M -18,721 -53%
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$3.03M -$796K -4,112 -20%
Daiwa Securities Group
390
Daiwa Securities Group
Japan
$2.99M +$129K +667 +4%
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.99M +$510K +2,635 +20%
AIM
392
Achmea Investment Management
Netherlands
$2.97M +$445K +2,302 +17%
DIA
393
Dana Investment Advisors
Wisconsin
$2.96M +$2.37M +12,247 +319%
AAS
394
Avantax Advisory Services
Texas
$2.94M +$2.06M +10,631 +198%
O
395
Ossiam
France
$2.93M +$517K +2,672 +20%
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$2.93M -$1.17M -6,032 -27%
EAM
397
Eukles Asset Management
Ohio
$2.89M +$22.6K +117 +0.7%
NICM
398
Neo Ivy Capital Management
New York
$2.89M +$3.04M +15,716 New
PAI
399
Pittenger & Anderson Inc
Nebraska
$2.88M -$18.2K -94 -0.6%
CF
400
Concorde Financial
Texas
$2.87M +$2.48M +12,840 +460%

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.