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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
AIM
476
AMI Investment Management
Indiana
$1.94M +$383K +1,980 +23%
WCM
477
Wallace Capital Management
Texas
$1.93M -$9.67K -50 -0.5%
IIA
478
ICW Investment Advisors
Arizona
$1.93M -$18K -93 -0.9%
OAM
479
Ostrum Asset Management
France
$1.92M -$157K -813 -7%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$315K +1,630 +18%
CIA
481
Concurrent Investment Advisors
Florida
$1.92M +$81.7K +422 +4%
ACM
482
AlphaStar Capital Management
North Carolina
$1.88M +$116K +602 +6%
CFG
483
Citizens Financial Group
Rhode Island
$1.88M -$3.98M -20,554 -67%
PGIM
484
Pacific Global Investment Management
California
$1.88M +$1.98M +10,226 New
BCM
485
Brookstone Capital Management
Illinois
$1.86M +$78K +403 +4%
WFAG
486
Wescott Financial Advisory Group
Pennsylvania
$1.84M +$358K +1,848 +23%
LF
487
Lantz Financial
Illinois
$1.84M +$1.94M +10,017 New
WC
488
Westhampton Capital
North Carolina
$1.81M +$230K +1,190 +14%
CGH
489
Crossmark Global Holdings
Texas
$1.81M -$77.2K -399 -4%
LIM
490
Leavell Investment Management
Alabama
$1.81M +$5.22K +27 +0.3%
RC
491
Roundview Capital
New Jersey
$1.81M +$269K +1,389 +16%
ST
492
Smithfield Trust
Pennsylvania
$1.79M
SI
493
Stephens Inc
Arkansas
$1.79M +$105K +542 +6%
AWM
494
Apollon Wealth Management
South Carolina
$1.78M +$346K +1,786 +23%
BSW
495
Buckingham Strategic Wealth
Missouri
$1.78M +$80.9K +418 +5%
FNFDCM
496
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.78M -$464K -2,400 -20%
BAM
497
Belpointe Asset Management
Nevada
$1.78M +$1.87M +9,662 New
MFG
498
Merit Financial Group
Georgia
$1.77M +$258K +1,335 +16%
TWC
499
TD Waterhouse Canada
Ontario, Canada
$1.76M +$77.8K +402 +4%
AIC
500
Aurora Investment Counsel
Georgia
$1.76M -$31.9K -165 -2%

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.