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Hershey
HSY

Overview Fund Activity

1,372 hedge funds and large institutions have $21.5B invested in Hershey in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 552 increasing their positions, 430 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
+21
Holders Change %
+1.55%
% 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
552
Reduced
430
Closed
114
Calls
$505M
Puts
$599M
Net Calls
-$93.5M
Net Calls Change
-$62.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$377M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$332M
3
Macquarie Group
Macquarie Group
Australia
+$264M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$139M
5
Capital International Investors
Capital International Investors
California
+$129M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$350M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$225M
3
BlackRock
BlackRock
New York
-$219M
4
Two Sigma Investments
Two Sigma Investments
New York
-$156M
5
Renaissance Technologies
Renaissance Technologies
New York
-$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
751
Ritholtz Wealth Management
New York
$685K -$24.6K -134 -3%
HPC
752
HM Payson & Co
Maine
$678K – – –
FTWA
753
Fifth Third Wealth Advisors
Ohio
$674K +$674K +3,667 New
WC
754
Woodstock Corp
Massachusetts
$674K +$267K +1,451 +66%
GT
755
Glenview Trust
Kentucky
$672K +$8.09K +44 +1%
KWM
756
KFG Wealth Management
Indiana
$671K +$11.4K +62 +2%
SC
757
Schulhoff & Co
Ohio
$667K +$170K +925 +34%
CCWM
758
Cassaday & Co Wealth Management
Virginia
$666K +$2.94K +16 +0.4%
CFB
759
Cullen/Frost Bankers
Texas
$665K +$260K +1,413 +64%
EWA
760
EP Wealth Advisors
California
$664K +$69.9K +380 +12%
MIM
761
Morningstar Investment Management
Illinois
$661K – – –
BB
762
Burford Brothers
Texas
$660K +$119K +648 +22%
KA
763
Klingman & Associates
New York
$643K +$1.65K +9 +0.3%
WEG
764
World Equity Group
Illinois
$636K +$25K +136 +4%
PAA
765
Peregrine Asset Advisers
Oregon
$633K +$14.3K +78 +2%
KLCM
766
KG&L Capital Management
Louisiana
$629K +$263K +1,431 +72%
AL
767
ADE LLC
Maryland
$629K – – –
RGF
768
Retirement Guys Formula
Ohio
$627K +$36.6K +199 +6%
CG
769
Caprock Group
Idaho
$625K +$376K +2,047 +151%
SAI
770
Systematic Alpha Investments
New Jersey
$625K – – –
BIA
771
Benchmark Investment Advisors
Illinois
$625K -$18.4K -100 -3%
HZ
772
Hixon Zuercher
Ohio
$620K +$620K +3,370 New
Wellington Management Group
773
Wellington Management Group
Massachusetts
$615K -$1.5M -8,177 -71%
OIA
774
OneDigital Investment Advisors
Kansas
$614K +$92.1K +501 +18%
IMCOOI
775
Investment Management Corp of Ontario (IMCO)
Canada
$612K -$432K -2,349 -41%
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