We are live on ! Find out more
HSY icon

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
Two Sigma Investments
26
Two Sigma Investments
New York
$167M -$52.7M -273,397 -24%
Barclays
27
Barclays
United Kingdom
$157M -$18.4M -95,203 -11%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$148M +$6.04M +31,305 +4%
American Century Companies
29
American Century Companies
Missouri
$141M +$7.06M +36,609 +5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$124M +$93M +482,257 +314%
VAM
31
Vontobel Asset Management
New York
$106M -$50.1M -259,771 -33%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$102M -$5.68M -29,460 -5%
Deutsche Bank
33
Deutsche Bank
Germany
$102M -$6.38M -33,100 -6%
Wells Fargo
34
Wells Fargo
California
$98.9M +$41M +212,501 +72%
UBS Group
35
UBS Group
Switzerland
$96.6M -$3.8M -19,700 -4%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$94.1M -$1M -5,188 -1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$93.3M +$13.3M +68,696 +17%
Goldman Sachs
38
Goldman Sachs
New York
$89.6M -$33.4M -173,133 -27%
CS
39
Credit Suisse
Switzerland
$88.3M +$32.9M +170,644 +60%
Swiss National Bank
40
Swiss National Bank
Switzerland
$87.3M -$3.8M -19,700 -4%
APG Asset Management
41
APG Asset Management
Netherlands
$86.8M +$2.99M +15,500 +3%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$86.8M +$3.87M +20,044 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$86.3M -$2.97M -15,380 -3%
Citadel Advisors
44
Citadel Advisors
Florida
$82.3M +$25M +129,359 +44%
N
45
Nuveen
North Carolina
$82.1M +$943K +4,889 +1%
Principal Financial Group
46
Principal Financial Group
Iowa
$81.7M +$40.2M +208,293 +98%
National Pension Service
47
National Pension Service
South Korea
$80.5M +$3.93M +20,373 +5%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$79.6M +$14M +72,594 +22%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$79.2M +$4.3M +22,293 +6%
US Bancorp
50
US Bancorp
Minnesota
$78.5M +$1.05M +5,456 +1%
1
2
3 4 5

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.