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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
WF
676
Welch & Forbes
Massachusetts
$864K
NMIMC
677
Northwestern Mutual Investment Management Company
Wisconsin
$864K -$11.2K -58 -1%
PS
678
Principal Securities
Iowa
$860K +$369K +1,907 +69%
SA
679
SRN Advisors
Pennsylvania
$852K -$19.3K -100 -2%
JCM
680
Jacobi Capital Management
Pennsylvania
$843K +$104K +539 +13%
FMWA
681
Forvis Mazars Wealth Advisors
Missouri
$842K -$36K -186 -4%
SAM
682
Strategy Asset Managers
California
$839K +$650K +3,361 New
IC
683
IEQ Capital
California
$837K -$91.9K -475 -9%
PFPT
684
Pinnacle Financial Partners (Tennessee)
Tennessee
$834K +$133K +689 +18%
GAM
685
Groupama Asset Management
France
$827K -$65.4K -338 -7%
CCM
686
Crew Capital Management
Ohio
$825K +$82K +424 +10%
RWA
687
River Wealth Advisors
Pennsylvania
$821K +$5.8K +30 +0.7%
DWT
688
Dorsey & Whitney Trust
South Dakota
$821K +$153K +790 +21%
PA
689
Parallel Advisors
California
$817K -$40.2K -208 -4%
GC
690
Gratus Capital
Georgia
$815K +$5.22K +27 +0.6%
HAG
691
HighPoint Advisor Group
Illinois
$812K -$7.55K -39 -0.9%
SFI
692
SPC Financial Inc
Maryland
$805K +$116K +600 +16%
KFI
693
Key Financial Inc
Pennsylvania
$802K +$774 +4 +0.1%
FAM
694
Formidable Asset Management
Ohio
$800K +$66.4K +343 +9%
BHC
695
Bowen Hanes & Co
Florida
$796K -$1.04M -5,370 -55%
WC
696
Wexford Capital
Florida
$794K +$300K +1,551 +56%
Teacher Retirement System of Texas
697
Teacher Retirement System of Texas
Texas
$792K -$9.99M -51,643 -92%
IB
698
Intrust Bank
Kansas
$792K -$83K -429 -9%
HCM
699
Helios Capital Management
Singapore
$790K
YIH
700
Y-Intercept (HK)
Hong Kong
$790K +$831K +4,295 New

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.