We are live on ! Find out more
HSY icon

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
LOAMS
426
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.49M -$232K -1,199 -8%
BFA
427
Bragg Financial Advisors
North Carolina
$2.44M +$2.01M +10,378 +360%
CAPTRUST Financial Advisors
428
CAPTRUST Financial Advisors
North Carolina
$2.4M +$406K +2,097 +19%
Robeco Institutional Asset Management
429
Robeco Institutional Asset Management
Netherlands
$2.39M -$840K -4,344 -25%
SFM
430
Signet Financial Management
New Jersey
$2.39M +$7.35K +38 +0.3%
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$2.39M +$634K +3,275 +34%
PCG
432
Prosperity Consulting Group
Maryland
$2.37M -$1.2M -6,178 -32%
ACM
433
Argyle Capital Management
Pennsylvania
$2.37M -$38.7K -200 -2%
CIC
434
Carnegie Investment Counsel
Ohio
$2.37M +$511K +2,639 +26%
GT
435
Greenleaf Trust
Michigan
$2.35M +$482K +2,492 +24%
NAM
436
NorthCrest Asset Manangement
Minnesota
$2.34M +$31.3K +162 +1%
OPERF
437
Oregon Public Employees Retirement Fund
Oregon
$2.33M -$27.1K -140 -1%
KFBMI
438
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.3M
PAM
439
Panagora Asset Management
Massachusetts
$2.3M -$1.86M -9,594 -43%
BST
440
Bath Savings Trust
Maine
$2.25M -$522K -2,696 -18%
NLP
441
Next Level Private
New York
$2.25M
RCM
442
Regency Capital Management
Hawaii
$2.25M +$2.36M +12,217 New
TFA
443
Toth Financial Advisory
Virginia
$2.25M -$104K -538 -4%
GIBU
444
Gulf International Bank (UK)
United Kingdom
$2.23M
MC
445
Moors & Cabot
Massachusetts
$2.22M +$368K +1,904 +19%
IG
446
ING Group
Netherlands
$2.19M -$1.67M -8,630 -42%
Rafferty Asset Management
447
Rafferty Asset Management
New York
$2.18M +$91.7K +474 +4%
PAM
448
Palisade Asset Management
Minnesota
$2.17M +$2.28M +11,775 +23,550%
TRSOTSOK
449
Teachers Retirement System of the State of Kentucky
Kentucky
$2.17M -$71.6K -370 -3%
N
450
Natixis
France
$2.17M +$2.29M +11,810 New

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.