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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
EFIC
451
Eliot Finkel Investment Counsel
California
$2.16M +$2.28M +11,775 New
MSRPS
452
Maryland State Retirement & Pension System
Maryland
$2.14M
RHDIC
453
R.H. Dinel Investment Counsel
California
$2.13M +$1.08M +5,565 +92%
VFA
454
Valeo Financial Advisors
Indiana
$2.13M +$245K +1,265 +12%
SFI
455
Siemens Fonds Invest
Germany
$2.12M
PP
456
Paloma Partners
Connecticut
$2.12M +$1.13M +5,854 +104%
PFS
457
Prospera Financial Services
Texas
$2.11M +$134K +693 +6%
CS
458
Candriam SCA
Luxembourg
$2.11M -$133K -688 -6%
SCA
459
Stonebridge Capital Advisors
Minnesota
$2.1M +$48K +248 +2%
MSU
460
Mizuho Securities USA
New York
$2.09M +$2.2M +11,386 New
CIS
461
Connors Investor Services
Pennsylvania
$2.09M +$1.93M +10,000 +730%
EFMC
462
Empire Financial Management Company
New York
$2.09M +$22.1K +114 +1%
OAM
463
Oppenheimer Asset Management
New York
$2.08M +$38.9K +201 +2%
KIA
464
Knollwood Investment Advisory
Maryland
$2.07M +$1.31M +6,770 +151%
MGP
465
Metis Global Partners
California
$2.06M +$61.5K +318 +3%
UM
466
UniSuper Management
Australia
$2.06M +$888K +4,591 +69%
Kovitz Investment Group Partners
467
Kovitz Investment Group Partners
Illinois
$2.06M +$2.17M +11,220 New
KRS
468
Kentucky Retirement Systems
Kentucky
$2.04M -$50.1K -259 -2%
AAM
469
Auxier Asset Management
Oregon
$2.04M -$77.4K -400 -3%
KeyBank National Association
470
KeyBank National Association
Ohio
$2.04M +$158K +815 +8%
CL
471
CIM LLC
New York
$2.03M +$127K +655 +7%
IWS
472
Insight Wealth Strategies
California
$1.96M +$115K +595 +6%
HIIFS
473
Harel Insurance Investments & Financial Services
Israel
$1.96M -$184K -950 -8%
MPM
474
MBB Public Markets
Illinois
$1.96M +$2.06M +10,635 New
PFS
475
Physicians Financial Services
North Carolina
$1.94M +$58.8K +304 +3%

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.