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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$64.2M -$1.15M -5,951 -2%
DC
52
Davenport & Co
Virginia
$63.7M +$57.7M +298,022 +614%
First Trust Advisors
53
First Trust Advisors
Illinois
$63.3M -$4.67M -24,155 -7%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$63M -$26.5M -137,070 -29%
N
55
Nuveen
North Carolina
$62.6M -$15.8M -81,859 -19%
LPL Financial
56
LPL Financial
California
$59M +$5.66M +29,246 +10%
WFMPM
57
Woodley Farra Manion Portfolio Management
Indiana
$58.5M +$2.08M +10,761 +3%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$55.8M -$20M -103,553 -25%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$52.4M +$4.23M +21,853 +8%
Ameriprise
60
Ameriprise
Minnesota
$52.3M -$582K -3,006 -1%
BTW
61
Boston Trust Walden
Massachusetts
$50.7M +$2.06M +10,655 +4%
RJA
62
Raymond James & Associates
Florida
$50.3M +$3.9M +20,164 +8%
SAM
63
Silvercrest Asset Management
New York
$50.2M +$50.7M +262,093 +2,357%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$48.7M -$506K -2,615 -1%
SAM
65
Storebrand Asset Management
Norway
$48.6M -$4.99M -25,786 -9%
JIC
66
Johnson Investment Counsel
Ohio
$47M +$10.3M +52,987 +26%
ACA
67
Anchor Capital Advisors
Massachusetts
$46.6M -$1.95M -10,091 -4%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$45.8M +$44.5M +230,077 +1,194%
AllianceBernstein
69
AllianceBernstein
Tennessee
$44.7M -$24.2M -125,255 -34%
APG Asset Management
70
APG Asset Management
Netherlands
$43.3M -$44.5M -229,800 -48%
PI
71
PineBridge Investments
New York
$43.2M +$17.7M +91,735 +64%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$41.4M -$4.44M -22,973 -9%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$38.2M +$3.5M +18,094 +10%
Bessemer Group
74
Bessemer Group
New Jersey
$37.7M +$513K +2,651 +1%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$34.9M -$9.53M -49,252 -21%

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.