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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
WCBA
501
Weaver C. Barksdale & Associates
Tennessee
$1.76M -$35K -181 -2%
SEM
502
Suncoast Equity Management
Florida
$1.74M -$689K -3,560 -27%
LOAME
503
Lombard Odier Asset Management (Europe)
United Kingdom
$1.74M +$1.83M +9,471 New
HIMCH
504
Hartford Investment Management Co (HIMCO)
Connecticut
$1.74M -$42.4K -219 -2%
HBW
505
Hazlett, Burt & Watson
West Virginia
$1.73M +$611K +3,160 +51%
TCMP
506
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.71M +$663K +3,427 +58%
QCM
507
Quantinno Capital Management
New York
$1.68M -$253K -1,310 -13%
HA
508
Herold Advisors
New York
$1.67M +$196K +1,013 +13%
RA
509
RFG Advisory
Alabama
$1.66M +$893K +4,616 +105%
LI
510
Lafayette Investments
Maryland
$1.65M -$33.9K -175 -2%
TCPG
511
Trivant Custom Portfolio Group
California
$1.65M +$77K +398 +5%
AMCA
512
Arthur M. Cohen & Associates
Illinois
$1.64M -$490K -2,532 -22%
CRWM
513
Castle Rock Wealth Management
California
$1.62M +$580 +3 +0%
SCM
514
Shelton Capital Management
Colorado
$1.61M
LC
515
LCNB Corp
Ohio
$1.59M
MFFIA
516
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.59M
HCM
517
Hutner Capital Management
Vermont
$1.58M +$20.3K +105 +1%
Thrivent Financial for Lutherans
518
Thrivent Financial for Lutherans
Minnesota
$1.58M -$1.09M -5,634 -40%
CRA
519
Clear Rock Advisors
Texas
$1.57M +$187K +968 +13%
HCM
520
Howland Capital Management
Massachusetts
$1.57M -$232K -1,200 -12%
Allspring Global Investments
521
Allspring Global Investments
North Carolina
$1.56M -$238K -1,228 -13%
EI
522
Ethic Inc
New York
$1.56M +$267K +1,382 +20%
SAM
523
Securian Asset Management
Minnesota
$1.55M -$62.5K -323 -4%
Two Sigma Investments
524
Two Sigma Investments
New York
$1.55M -$164M -849,133 -99%
LSERS
525
Louisiana State Employees Retirement System
Louisiana
$1.54M -$58K -300 -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.