We are live on ! Find out more

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
DA
726
Dillon & Associates
Michigan
$733K +$17K +88 +2%
ACA
727
Aptus Capital Advisors
Alabama
$730K +$21.7K +112 +3%
AF
728
Arrow Financial
New York
$729K +$249K +1,289 +48%
AWE
729
Avidian Wealth Enterprises
Texas
$728K -$207K -1,070 -21%
TRIA
730
Trail Ridge Investment Advisors
Colorado
$721K
RJT
731
Raymond James Trust
Florida
$721K +$9.48K +49 +1%
AC
732
Annandale Capital
Texas
$717K +$755K +3,900 New
AFCM
733
Applied Finance Capital Management
Puerto Rico
$717K +$754K +3,899 New
AF
734
Aviso Financial
Ontario, Canada
$717K +$755K +3,900 New
DTL
735
Dynamic Technology Lab
Singapore
$713K +$751K +3,881 New
NC
736
Napatree Capital
Rhode Island
$712K +$101K +522 +16%
SVWAG
737
Sound View Wealth Advisors Group
Georgia
$710K +$580 +3 +0.1%
Los Angeles Capital Management
738
Los Angeles Capital Management
California
$709K
PWG
739
Portside Wealth Group
Utah
$708K -$12K -62 -2%
FHB
740
First Hawaiian Bank
Hawaii
$708K +$48.6K +251 +7%
VFIC
741
Valley Forge Investment Consultants
Pennsylvania
$708K -$10.6K -55 -1%
LS
742
Livforsakringsbolaget Skandia
Sweden
$707K
DI
743
Diligent Investors
California
$707K +$29K +150 +4%
GIA
744
Gateway Investment Advisers
Ohio
$702K +$223K +1,154 +43%
NAMP
745
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$699K
FCM
746
Fairbanks Capital Management
California
$699K +$18.6K +96 +3%
TMAM
747
Tokio Marine Asset Management
Japan
$699K +$43K +222 +6%
PWP
748
Precedent Wealth Partners
Texas
$697K +$57.3K +296 +8%
AWM
749
AE Wealth Management
Kansas
$695K +$38.7K +200 +6%
CFGS
750
Concourse Financial Group Securities
Alabama
$695K -$98.7K -510 -12%

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.