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
SAI
776
Systematic Alpha Investments
New Jersey
$625K
BIA
777
Benchmark Investment Advisors
Illinois
$625K -$19.3K -100 -3%
HZ
778
Hixon Zuercher
Ohio
$620K +$652K +3,370 New
Wellington Management Group
779
Wellington Management Group
Massachusetts
$615K -$1.58M -8,177 -71%
OIA
780
OneDigital Investment Advisors
Kansas
$614K +$96.9K +501 +18%
IMCOOI
781
Investment Management Corp of Ontario (IMCO)
Canada
$612K -$454K -2,349 -41%
AT
782
AMF Tjänstepension
Sweden
$612K +$644K +3,330 New
TFO
783
Tarbox Family Office
California
$608K
NS
784
NBC Securities
Alabama
$606K -$2.58M -13,335 -80%
WFI
785
West Family Investments
California
$600K -$55.5K -287 -8%
SC
786
Syon Capital
California
$600K -$774 -4 -0.1%
IIM
787
Ipswich Investment Management
Massachusetts
$597K
ONB
788
Old National Bancorp
Indiana
$596K +$200K +1,036 +47%
UH
789
Unigestion Holding
Switzerland
$595K -$90.4K -467 -13%
AF
790
Allworth Financial
California
$593K -$451K -2,329 -43%
AAIS
791
ABN AMRO Investment Solutions
$593K +$624K +3,225 New
SLI
792
Sumitomo Life Insurance
Japan
$591K -$78.9K -408 -11%
AFIA
793
America First Investment Advisors
Nebraska
$591K
MRCM
794
M&R Capital Management
New Jersey
$591K +$20.1K +104 +3%
SF
795
Summit Financial
New Jersey
$590K +$279K +1,441 +82%
AC
796
AXQ Capital
New Jersey
$588K -$542K -2,800 -47%
CCP
797
Cassia Capital Partners
North Carolina
$587K +$61.7K +319 +11%
FNT
798
First National Trust
Pennsylvania
$586K -$11K -57 -2%
BFA
799
Buttonwood Financial Advisors
Maryland
$585K +$616K +3,182 New
SCI
800
Stableford Capital II
Arizona
$583K +$7.35K +38 +1%

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.