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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
FCAS
751
First Command Advisory Services
Texas
$694K
FTC
752
Farmers Trust Company
Ohio
$692K -$16.3K -84 -2%
MCC
753
Money Concepts Capital
Florida
$691K +$39.5K +204 +6%
WCM
754
Weik Capital Management
Pennsylvania
$688K +$724K +3,743 New
B
755
Bellecapital
Switzerland
$687K -$116K -601 -14%
CL
756
Choreo LLC
Illinois
$686K +$726K +3,754 New
RWM
757
Ritholtz Wealth Management
New York
$685K -$25.9K -134 -3%
HPC
758
HM Payson & Co
Maine
$678K
FTWA
759
Fifth Third Wealth Advisors
Ohio
$674K +$710K +3,667 New
WC
760
Woodstock Corp
Massachusetts
$674K +$281K +1,451 +66%
GT
761
Glenview Trust
Kentucky
$672K +$8.51K +44 +1%
KWM
762
KFG Wealth Management
Indiana
$671K +$12K +62 +2%
SC
763
Schulhoff & Co
Ohio
$667K +$179K +925 +34%
CCWM
764
Cassaday & Co Wealth Management
Virginia
$666K +$3.1K +16 +0.4%
CFB
765
Cullen/Frost Bankers
Texas
$665K +$273K +1,413 +64%
EWA
766
EP Wealth Advisors
California
$664K +$73.5K +380 +12%
MIM
767
Morningstar Investment Management
Illinois
$661K
BB
768
Burford Brothers
Texas
$660K +$125K +648 +22%
KA
769
Klingman & Associates
New York
$643K +$1.74K +9 +0.3%
WEG
770
World Equity Group
Illinois
$636K +$26.3K +136 +4%
PAA
771
Peregrine Asset Advisers
Oregon
$633K +$15.1K +78 +2%
KLCM
772
KG&L Capital Management
Louisiana
$629K +$277K +1,431 +72%
AL
773
ADE LLC
Maryland
$629K
RGF
774
Retirement Guys Formula
Ohio
$627K +$38.5K +199 +6%
CG
775
Caprock Group
Idaho
$625K +$396K +2,047 +151%

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.