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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
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$1.39M +$103K +532 +8%
JWCA
552
J.W. Cole Advisors
Florida
$1.39M +$976K +5,044 +200%
GAA
553
Guardian Asset Advisors
Pennsylvania
$1.39M +$161K +833 +12%
ClearBridge Investments
554
ClearBridge Investments
New York
$1.39M -$149K -770 -9%
OM
555
OV Management
Minnesota
$1.38M +$20.3K +105 +1%
IWC
556
Integrated Wealth Concepts
Massachusetts
$1.37M +$170K +880 +13%
FWCM
557
Ferguson Wellman Capital Management
Oregon
$1.35M -$12K -62 -0.8%
JWBC
558
J.W. Burns & Co
New York
$1.34M +$30K +155 +2%
AL
559
Arnhold LLC
New York
$1.34M
TI
560
Tidal Investments
Wisconsin
$1.34M -$888K -4,592 -39%
TRCT
561
Tower Research Capital (TRC)
New York
$1.33M +$314K +1,622 +29%
WJWM
562
Williams Jones Wealth Management
New York
$1.33M
W
563
Wealthquest
Ohio
$1.32M
RWM
564
RKL Wealth Management
Pennsylvania
$1.32M -$19K -98 -1%
CB
565
Commerce Bank
Missouri
$1.32M -$144K -742 -9%
KPPF
566
Klein Pavlis & Peasley Financial
California
$1.31M +$615K +3,177 +80%
CI
567
CX Institutional
Indiana
$1.31M -$98.5K -509 -7%
JPWM
568
Jamison Private Wealth Management
Georgia
$1.3M +$249K +1,288 +22%
WAC
569
William Allan Corp
Colorado
$1.3M +$1.37M +7,076 New
SRL
570
Scientech Research LLC
New Jersey
$1.3M +$517K +2,671 +61%
SGI
571
Summit Global Investments
Utah
$1.29M -$15M -77,546 -92%
TIAA Trust, National Association
572
TIAA Trust, National Association
North Carolina
$1.29M +$16.6K +86 +1%
BMSSC
573
B. Metzler seel. Sohn & Co
Germany
$1.28M +$27.9K +144 +2%
KCM
574
Kerusso Capital Management
North Carolina
$1.27M +$1.34M +6,919 New
Capstone Investment Advisors
575
Capstone Investment Advisors
New York
$1.27M +$622K +3,214 +87%

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.