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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
FMB
701
Field & Main Bank
Kentucky
$790K +$75.1K +388 +10%
HIC
702
Harvey Investment Company
Kentucky
$786K
LBC
703
Lowe Brockenbrough & Co
Virginia
$784K +$825K +4,264 New
WA
704
WESPAC Advisors
California
$781K -$326K -1,686 -28%
CA
705
Clearstead Advisors
Ohio
$779K +$774K +4,001 +1,681%
IWN
706
Independent Wealth Network
Iowa
$778K -$15.7K -81 -2%
VCA
707
Verdence Capital Advisors
Maryland
$775K -$1.94K -10 -0.2%
UCFA
708
United Capital Financial Advisors
Texas
$775K +$270K +1,398 +50%
BCWM
709
Bartlett & Co Wealth Management
Ohio
$766K -$22.6K -117 -3%
FIM
710
Freedom Investment Management
Connecticut
$764K -$63.9K -330 -7%
ST
711
Somerset Trust
Pennsylvania
$757K +$16.8K +87 +2%
MWA
712
Midland Wealth Advisors
Illinois
$756K
IWM
713
IHT Wealth Management
Illinois
$753K +$88.4K +457 +13%
WG
714
Wealth Group
North Carolina
$750K +$24K +124 +3%
VBCG
715
Valley Brook Capital Group
Pennsylvania
$748K +$11.8K +61 +2%
FFM
716
Forum Financial Management
Illinois
$747K +$8.51K +44 +1%
FTDI
717
First Trust Direct Indexing
Massachusetts
$743K -$268K -1,383 -25%
Jones Financial Companies
718
Jones Financial Companies
Missouri
$741K +$191K +989 +32%
NIM
719
NEOS Investment Management
Connecticut
$740K +$193K +996 +33%
BBA
720
BLB&B Advisors
Pennsylvania
$739K
LFA
721
Legacy Financial Advisors
Kentucky
$737K +$9.29K +48 +1%
MAM
722
Marquette Asset Management
Minnesota
$735K
PWS
723
Private Wealth Strategies
Ohio
$735K
GFA
724
Gifford Fong Associates
California
$735K
FHA
725
Flagship Harbor Advisors
Massachusetts
$734K +$194K +1,003 +34%

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.