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Hershey
HSY

Overview Fund Activity

1,351 hedge funds and large institutions have $22.7B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 531 increasing their positions, 418 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+10
Holders Change %
+0.75%
% of All Funds
19.58%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
153
Increased
531
Reduced
418
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$668M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$420M
3
Truist Financial
Truist Financial
North Carolina
+$208M
4
Bank of America
Bank of America
North Carolina
+$164M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669M
2
Renaissance Technologies
Renaissance Technologies
New York
-$198M
3
BlackRock
BlackRock
New York
-$192M
4
Ameriprise
Ameriprise
Minnesota
-$145M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
451
Greenleaf Trust
Michigan
$2M +$94.7K +487 +5%
PFS
452
Physicians Financial Services
North Carolina
$2M -$24.3K -125 -1%
KeyBank National Association
453
KeyBank National Association
Ohio
$1.99M +$34.6K +178 +2%
CIC
454
Carnegie Investment Counsel
Ohio
$1.99M +$1.11M +5,705 +125%
CGH
455
Crossmark Global Holdings
Texas
$1.99M -$209K -1,074 -9%
MC
456
Moors & Cabot
Massachusetts
$1.98M +$50.8K +261 +3%
WDA
457
Wendell David Associates
New Hampshire
$1.96M -$21.2K -109 -1%
IWS
458
Insight Wealth Strategies
California
$1.96M +$1.96M +10,075 New
TWC
459
TD Waterhouse Canada
Ontario, Canada
$1.96M +$1.18M +5,564 +151%
HWAM
460
Hennion & Walsh Asset Management
New Jersey
$1.96M -$630K -3,240 -24%
CIA
461
Concurrent Investment Advisors
Florida
$1.95M +$74.3K +382 +4%
VFA
462
Valeo Financial Advisors
Indiana
$1.94M +$805K +4,281 +71%
LIM
463
Leavell Investment Management
Alabama
$1.91M -$3.89K -20 -0.2%
AIC
464
Aurora Investment Counsel
Georgia
$1.89M -$17.9K -92 -0.9%
WCBA
465
Weaver C. Barksdale & Associates
Tennessee
$1.89M +$1.89M +9,729 New
HCM
466
Howland Capital Management
Massachusetts
$1.89M – – –
ST
467
Smithfield Trust
Pennsylvania
$1.89M – – –
Envestnet Portfolio Solutions
468
Envestnet Portfolio Solutions
Illinois
$1.89M +$670K +3,445 +55%
Allspring Global Investments
469
Allspring Global Investments
North Carolina
$1.89M -$670K -3,445 -26%
BHC
470
Bowen Hanes & Co
Florida
$1.89M +$710K +3,650 +60%
HIMCH
471
Hartford Investment Management Co (HIMCO)
Connecticut
$1.88M -$79.7K -410 -4%
MA
472
Mutual Advisors
Nebraska
$1.87M +$157K +806 +9%
ACM
473
AlphaStar Capital Management
North Carolina
$1.87M +$77.8K +400 +4%
CL
474
CIM LLC
New York
$1.87M +$3.7K +19 +0.2%
MG
475
Markel Group
Virginia
$1.85M +$1.85M +9,500 New
17 18
19
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