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Hershey
HSY

Overview Fund Activity

1,333 hedge funds and large institutions have $21.2B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 430 increasing their positions, 523 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,333
Holders Change
-50
Holders Change %
-3.62%
% of All Funds
17.74%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
185
Increased
430
Reduced
523
Closed
211
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$505M
2
Holocene Advisors
Holocene Advisors
New York
+$143M
3
Squarepoint
Squarepoint
New York
+$91.6M
4
UBS Group
UBS Group
Switzerland
+$82.9M
5
UBS AM
UBS AM
Illinois
+$76.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$305M
2
Bank of America
Bank of America
North Carolina
-$128M
3
IAIM
International Assets Investment Management
Florida
-$96.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$71.5M
5
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$488K +$238K +1,594 +95%
QWM
777
Quadcap Wealth Management
Texas
$488K +$165K +975 +51%
IAIM
778
International Assets Investment Management
Florida
$480K -$96.3M -570,801 -100%
ZB
779
Zions Bancorporation
Utah
$478K +$161K +950 +51%
LA
780
Lifeworks Advisors
Michigan
$476K +$207K +1,222 +77%
EWA
781
EP Wealth Advisors
California
$476K -$130K -770 -22%
RSWM
782
Robertson Stephens Wealth Management
California
$471K +$169 +1 +0%
HI
783
Hudock Inc
Pennsylvania
$470K +$1.53K +9 +0.3%
FAT
784
First American Trust
California
$469K +$847 +5 +0.2%
DWP
785
Daymark Wealth Partners
Ohio
$469K +$2.71K +16 +0.6%
TSMHT
786
Thurston Springer Miller Herd & Titak
Indiana
$461K +$172K +1,014 +59%
MOS
787
MGO One Seven
Ohio
$460K +$108K +636 +31%
DWA
788
Douglass Winthrop Advisors
New York
$460K – – –
EFS
789
Essex Financial Services
Connecticut
$460K -$677 -4 -0.1%
FA
790
Faithward Advisors
Pennsylvania
$459K -$4.23K -25 -0.9%
WAM
791
Weatherly Asset Management
California
$458K -$18.1K -107 -4%
TYCC
792
Texas Yale Capital Corp
Florida
$457K – – –
TBA
793
Tower Bridge Advisors
Pennsylvania
$457K – – –
KFS
794
Kurt F. Somerville
$457K – – –
MBTD
795
Mechanics Bank - Trust Department
California
$457K +$141K +835 +45%
FTWA
796
Fifth Third Wealth Advisors
Ohio
$457K -$250K -1,475 -35%
CM
797
Crestline Management
Texas
$456K -$6.86M -40,530 -94%
KTM
798
Keeler Thomas Management
Utah
$453K +$508 +3 +0.1%
AM
799
Atwater Malick
Pennsylvania
$451K – – –
SCM
800
Stevens Capital Management
Pennsylvania
$449K +$449K +2,654 New
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