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Hershey
HSY

Overview Fund Activity

1,291 hedge funds and large institutions have $23.5B invested in Hershey in 2023 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 460 increasing their positions, 445 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
-57
Holders Change %
-4.23%
% of All Funds
20.58%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
117
Increased
460
Reduced
445
Closed
159
Calls
$405M
Puts
$479M
Net Calls
-$74.6M
Net Calls Change
-$71.8M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$293M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207M
3
VAM
Vontobel Asset Management
New York
+$141M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$82.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$237M
2
AI
Axiom Investors
Connecticut
-$150M
3
PI
Putnam Investments
Massachusetts
-$143M
4
GQG Partners
GQG Partners
Florida
-$130M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
676
Tokio Marine Asset Management
Japan
$731K +$48K +240 +7%
SCM
677
Stevens Capital Management
Pennsylvania
$726K +$726K +3,630 New
LNC
678
Lincoln National Corp
Pennsylvania
$726K +$321K +1,607 +79%
WSTAM
679
Wilbanks Smith & Thomas Asset Management
Virginia
$722K +$8.6K +43 +1%
SVWAG
680
Sound View Wealth Advisors Group
Georgia
$721K +$15.4K +77 +2%
AFIA
681
America First Investment Advisors
Nebraska
$715K – – –
JCIA
682
Jackson Creek Investment Advisors
Colorado
$714K -$13.2K -66 -2%
EP
683
Eudaimonia Partners
Tennessee
$713K +$34.4K +172 +5%
SWM
684
Silverlake Wealth Management
Vermont
$712K +$344K +1,718 +93%
CCWM
685
Cassaday & Co Wealth Management
Virginia
$710K +$15.8K +79 +2%
JSL
686
JT Stratford LLC
Georgia
$710K +$710K +3,548 New
FNT
687
First National Trust
Pennsylvania
$704K -$184K -918 -21%
FTC
688
Farmers Trust Company
Ohio
$698K – – –
DF
689
Donoghue Forlines
Massachusetts
$696K -$235K -1,173 -25%
KA
690
Klingman & Associates
New York
$695K -$2.4K -12 -0.3%
FAT
691
First American Trust
California
$687K +$135K +673 +24%
AL
692
ADE LLC
Maryland
$684K – – –
SAI
693
Systematic Alpha Investments
New Jersey
$680K – – –
AC
694
AXQ Capital
New Jersey
$680K +$680K +3,400 New
WA
695
WBH Advisory
Maryland
$680K -$6.2K -31 -0.9%
GAM
696
Grandview Asset Management
Pennsylvania
$674K +$674K +3,371 New
AWE
697
Avidian Wealth Enterprises
Texas
$673K -$25.4K -127 -4%
MCC
698
Money Concepts Capital
Florida
$673K +$78.8K +393 +13%
MIM
699
Morningstar Investment Management
Illinois
$670K – – –
KWM
700
KFG Wealth Management
Indiana
$668K +$210K +1,049 +46%
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