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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
SC
526
Settian Capital
New York
$1.54M
SC
527
Savant Capital
Illinois
$1.53M +$69.5K +359 +4%
HCCM
528
Hudson Canyon Capital Management
New York
$1.51M +$103K +530 +7%
LAIC
529
Lederer & Associates Investment Counsel
California
$1.5M -$82.4K -426 -5%
MWM
530
Modera Wealth Management
New Jersey
$1.5M -$23K -119 -1%
HNB
531
Huntington National Bank
Ohio
$1.49M -$51.5K -266 -3%
CA
532
Cornerstone Advisors
North Carolina
$1.49M -$193K -1,000 -11%
KWM
533
Kingsview Wealth Management
Oregon
$1.48M +$33.1K +171 +2%
WS
534
Wedbush Securities
California
$1.48M +$261K +1,347 +20%
JPMIA
535
J.P. Marvel Investment Advisors
Massachusetts
$1.47M
SYBT
536
Stock Yards Bank & Trust
Kentucky
$1.47M -$111K -575 -7%
IC
537
Inscription Capital
Texas
$1.46M -$18.4K -95 -1%
ETC
538
Exchange Traded Concepts
Oklahoma
$1.45M +$432K +2,234 +39%
PIM
539
Plato Investment Management
Australia
$1.45M +$49.9K +258 +3%
FBT
540
First Bankers Trust
Kentucky
$1.44M
RWP
541
RWA Wealth Partners
Massachusetts
$1.44M +$104K +536 +7%
KWM
542
Keebeck Wealth Management
Illinois
$1.44M -$19.7K -102 -1%
FCA
543
Fortis Capital Advisors
Kansas
$1.43M +$1.5M +7,754 New
VF
544
Virtu Financial
New York
$1.42M -$694K -3,585 -32%
FFA
545
Farther Finance Advisors
California
$1.42M +$516K +2,668 +52%
HWAM
546
Hennion & Walsh Asset Management
New Jersey
$1.42M -$451K -2,331 -23%
AAIM
547
Asset Advisors Investment Management
Georgia
$1.42M
BMCM
548
Bryn Mawr Capital Management
Pennsylvania
$1.4M -$48.2M -248,948 -97%
CRI
549
Commonwealth Retirement Investments
Virginia
$1.4M +$121K +623 +9%
NMERB
550
New Mexico Educational Retirement Board
New Mexico
$1.39M

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.