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Hershey
HSY

1,361 hedge funds and large institutions have $22.8B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 532 increasing their positions, 422 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 422

18% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 132

2% more capital invested

Capital invested by funds: $22.3B → $22.8B (+$461M)

1% more funds holding

Funds holding: 1,348 → 1,361 (+13)

5% less call options, than puts

Call options by funds: $595M | Put options by funds: $627M

1.25% less ownership

Funds ownership: 79.76% → 78.51% (-1.2%)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
1,361
Holders Change
+13
Holders Change %
+0.96%
% of All Funds
19.6%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
156
Increased
532
Reduced
422
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$663M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$416M
3
Truist Financial
Truist Financial
North Carolina
+$206M
4
Bank of America
Bank of America
North Carolina
+$162M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$663M
2
Renaissance Technologies
Renaissance Technologies
New York
-$197M
3
BlackRock
BlackRock
New York
-$190M
4
Ameriprise
Ameriprise
Minnesota
-$144M
5
JP Morgan Chase
JP Morgan Chase
New York
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACIM
401
Azimuth Capital Investment Management
Michigan
$2.69M +$1.24M +6,405 +86%
AIM
402
Achmea Investment Management
Netherlands
$2.69M -$2.84M -14,723 -52%
VPIM
403
Vanguard Personalized Indexing Management
California
$2.67M +$24.3K +126 +0.9%
CT
404
Colonial Trust
South Carolina
$2.6M +$549K +2,846 +27%
O
405
Ossiam
France
$2.58M -$870K -4,509 -25%
AWAU
406
Alliance Wealth Advisors (Utah)
Utah
$2.56M +$2.54M +13,158 New
ACM
407
Argyle Capital Management
Pennsylvania
$2.55M -$145K -750 -5%
SEM
408
Suncoast Equity Management
Florida
$2.54M +$201K +1,042 +9%
SLAM
409
Swiss Life Asset Management
$2.53M -$2.16M -11,214 -46%
SFM
410
Signet Financial Management
New Jersey
$2.52M +$936K +4,854 +60%
OPERF
411
Oregon Public Employees Retirement Fund
Oregon
$2.49M -$811K -4,204 -25%
TFA
412
Toth Financial Advisory
Virginia
$2.48M -$5.98K -31 -0.2%
KPWS
413
Kestra Private Wealth Services
Texas
$2.46M +$8.49K +44 +0.3%
NAM
414
NorthCrest Asset Manangement
Minnesota
$2.44M +$1.86M +9,635 +329%
NA
415
NewEdge Advisors
Louisiana
$2.44M -$1.03M -5,332 -30%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.44M +$228K +1,181 +10%
AWM
417
Absher Wealth Management
North Carolina
$2.43M +$207K +1,073 +9%
KFBMI
418
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.43M – – –
BCI
419
Brinker Capital Investments
Pennsylvania
$2.43M +$589K +3,052 +32%
OPS
420
Orion Portfolio Solutions
Nebraska
$2.43M +$589K +3,052 +32%
EMPI
421
Elo Mutual Pension Insurance
Finland
$2.41M -$138K -715 -5%
Wolverine Trading
422
Wolverine Trading
Illinois
$2.39M -$8.96M -46,457 -79%
HWM
423
Hohimer Wealth Management
Washington
$2.39M -$1.16K -6 -0%
NLP
424
Next Level Private
New York
$2.38M – – –
TRSOTSOK
425
Teachers Retirement System of the State of Kentucky
Kentucky
$2.37M -$122K -631 -5%
15 16
17
18 19

HSY Hedge Fund Activity: Q1 2024 in Review

1,361 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2024, worth a combined $22.8B — up 2.1% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new HSY positions and 132 closed out — a net gain of 24 holders — while 532 added to existing stakes and 422 trimmed.

The largest buyer was Charles Schwab, adding an estimated $663M. The largest seller was Morgan Stanley, cutting an estimated $663M.

  • 1,361 institutional investors held Hershey (HSY) as of Q1 2024, up from 1,348 in Q4 2023.
  • Funds reported $22.8B of Hershey stock for Q1 2024, up 2.1% quarter-over-quarter.
  • 156 funds opened new Hershey positions in Q1 2024 and 132 closed out, a net change of +24 holders.
  • The largest Hershey buyer in Q1 2024 was Charles Schwab, an estimated $663M added.
  • The largest Hershey seller in Q1 2024 was Morgan Stanley, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2024.