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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 %
SA
476
SpiderRock Advisors
Delaware
$1.83M +$1.83M +9,264 New
BSW
477
Buckingham Strategic Wealth
Missouri
$1.8M +$284K +1,462 +19%
SI
478
Stephens Inc
Arkansas
$1.78M +$165K +848 +10%
BCM
479
Brookstone Capital Management
Illinois
$1.78M -$1.26M -6,493 -41%
LI
480
Lafayette Investments
Maryland
$1.78M +$15K +77 +0.8%
CA
481
Cornerstone Advisors
North Carolina
$1.77M – – –
CC
482
Centiva Capital
New York
$1.76M +$43.2K +222 +3%
MLM
483
Mount Lucas Management
Pennsylvania
$1.74M -$130K -670 -7%
CRWM
484
Castle Rock Wealth Management
California
$1.72M +$194 +1 +0%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$1.72M +$25.5K +131 +2%
SAM
486
Securian Asset Management
Minnesota
$1.7M -$136K -699 -7%
SCM
487
Shelton Capital Management
Colorado
$1.7M – – –
LSERS
488
Louisiana State Employees Retirement System
Louisiana
$1.69M -$77.8K -400 -4%
LC
489
LCNB Corp
Ohio
$1.68M +$7.78K +40 +0.5%
WC
490
Westhampton Capital
North Carolina
$1.68M – – –
Credit Agricole
491
Credit Agricole
France
$1.68M +$899K +4,864 +115%
MFFIA
492
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.68M -$19.3K -99 -1%
LAIC
493
Lederer & Associates Investment Counsel
California
$1.67M +$218K +1,121 +15%
AIM
494
AMI Investment Management
Indiana
$1.67M +$75.5K +388 +5%
SYBT
495
Stock Yards Bank & Trust
Kentucky
$1.67M – – –
TCPG
496
Trivant Custom Portfolio Group
California
$1.66M +$1.62M +8,308 +3,323%
HCM
497
Hutner Capital Management
Vermont
$1.65M +$194 +1 +0%
RC
498
Roundview Capital
New Jersey
$1.64M +$538K +2,767 +49%
MFG
499
Merit Financial Group
Georgia
$1.64M +$878K +4,438 +115%
SC
500
Settian Capital
New York
$1.63M – – –
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