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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
LD
626
Lipe & Dalton
New York
$1.03M +$387 +2 +0%
PAS
627
Park Avenue Securities
New York
$1.03M +$80.7K +417 +8%
MYAM
628
Meiji Yasuda Asset Management
Japan
$1.02M -$198K -1,023 -16%
WW
629
Waterfront Wealth
Kansas
$1.02M +$197K +1,016 +22%
PVI
630
Pine Valley Investments
New Jersey
$1.02M +$171K +884 +19%
SW
631
Simplicity Wealth
New Jersey
$1.02M +$693K +3,581 +183%
Public Sector Pension Investment Board (PSP Investments)
632
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.01M +$414K +2,140 +64%
DT
633
Diversified Trust
Tennessee
$1M -$462K -2,387 -30%
PTC
634
Private Trust Company
Ohio
$999K +$6.58K +34 +0.6%
FWIA
635
Fort Washington Investment Advisors
Ohio
$989K
VCAM
636
Van Cleef Asset Management
Ohio
$988K +$193 +1 +0%
IFS
637
Intelligent Financial Strategies
Minnesota
$984K -$39.1K -202 -4%
WTC
638
WhitTier Trust Company
Nevada
$979K -$193 -1 -0%
Optiver Holding
639
Optiver Holding
Netherlands
$978K +$1.03M +5,319 New
OLVIG
640
Oliver Lagore Vanvalin Investment Group
Michigan
$976K +$149K +769 +17%
VI
641
Versor Investments
New York
$974K +$1.03M +5,300 New
OPW
642
Oxler Private Wealth
New York
$973K +$7.55K +39 +0.7%
IA
643
IFG Advisory
Georgia
$972K +$1.02M +5,287 New
IP
644
Intellectus Partners
California
$972K +$103K +532 +11%
A
645
AlphaQuest
New York
$969K +$1.02M +5,271 New
BHBT
646
Burke & Herbert Bank & Trust
Virginia
$961K +$1.01M +5,225 New
AR
647
Advisory Research
Illinois
$960K -$14.7K -76 -1%
OAC
648
OMERS Administration Corp
Ontario, Canada
$955K +$1.01M +5,197 New
TWP
649
Tempus Wealth Planning
California
$953K +$36.2K +187 +4%
I
650
InceptionR
California
$953K +$162K +838 +19%

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.