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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
CS
801
Cannell & Spears
New York
$581K -$4.06K -21 -0.7%
Fisher Asset Management
802
Fisher Asset Management
Washington
$578K +$609K +3,145 New
OC
803
Oakworth Capital
Alabama
$572K +$6.38K +33 +1%
Lido Advisors
804
Lido Advisors
California
$569K +$105K +542 +21%
BP
805
Ballentine Partners
Massachusetts
$568K -$782K -4,043 -57%
FFA
806
Florida Financial Advisors
Florida
$568K +$249K +1,287 +71%
OPTFSNA
807
Old Point Trust & Financial Services N A
Virginia
$567K +$81.3K +420 +16%
HWMA
808
Heritage Wealth Management (Arizona)
Arizona
$562K -$46.6K -241 -7%
HFO
809
Heritage Family Offices
Arizona
$562K +$591K +3,055 New
GI
810
GAMMA Investing
California
$560K +$189K +978 +47%
SSB
811
Sandy Spring Bank
Maryland
$559K -$20.3K -105 -3%
BCV
812
Banque Cantonale Vaudoise
Switzerland
$558K +$252K +1,303 +75%
UF
813
Univest Financial
Pennsylvania
$556K
FIM
814
Fernwood Investment Management
Massachusetts
$556K -$19.3K -100 -3%
ATC
815
Argent Trust Co
Tennessee
$556K
AM
816
AGF Management
Ontario, Canada
$552K +$581K +3,005 New
LCS
817
Levin Capital Strategies
New York
$551K -$290K -1,500 -33%
SI
818
Symmetry Investments
Jersey
$551K +$580K +3,000 New
LC
819
Lincoln Capital
Nebraska
$551K
WPC
820
Waters Parkerson & Co
Louisiana
$550K
WA
821
WBH Advisory
Maryland
$548K -$7.35K -38 -1%
SCI
822
Silver Coast Investments
United States
$544K +$32.7K +169 +6%
ZIMP
823
Zimmermann Investment Management & Planning
Pennsylvania
$541K -$21.9K -113 -4%
HJGA
824
Hardman Johnston Global Advisors
Connecticut
$533K
MSAM
825
Moloney Securities Asset Management
Missouri
$531K +$6.77K +35 +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.