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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
EFS
826
Essex Financial Services
Connecticut
$528K +$44.9K +232 +10%
MC
827
Maverick Capital
Texas
$527K -$372K -1,921 -40%
AWM
828
Avior Wealth Management
Nebraska
$522K -$9.48K -49 -2%
QWM
829
Quadcap Wealth Management
Texas
$521K +$549K +2,835 New
BRWA
830
B. Riley Wealth Advisors
Florida
$520K +$163K +841 +42%
RSWM
831
Robertson Stephens Wealth Management
California
$519K -$3.48K -18 -0.6%
MA
832
Mutual Advisors
Nebraska
$513K -$1.35M -6,972 -72%
HSA
833
HBK Sorce Advisory
Pennsylvania
$512K -$102K -529 -16%
Arrowstreet Capital
834
Arrowstreet Capital
Massachusetts
$512K -$48.4M -249,981 -99%
CRC
835
Curi RMB Capital
Illinois
$509K -$93.3K -482 -15%
FAT
836
First American Trust
California
$509K
HI
837
Hudock Inc
Pennsylvania
$506K +$2.71K +14 +0.5%
WA
838
Wealth Alliance
New York
$505K +$330K +1,705 +164%
DWP
839
Daymark Wealth Partners
Ohio
$505K +$121K +624 +29%
DWA
840
Douglass Winthrop Advisors
New York
$501K +$1.94K +10 +0.4%
BAMF
841
BI Asset Management Fondsmaeglerselskab
Denmark
$499K -$446K -2,304 -46%
ZF
842
Zhang Financial
Michigan
$499K +$5.8K +30 +1%
WAM
843
Weatherly Asset Management
California
$497K
AWAG
844
ARS Wealth Advisors Group
Florida
$497K -$6.19K -32 -1%
KFS
845
Kurt F. Somerville
$496K
TYCC
846
Texas Yale Capital Corp
Florida
$496K
TBA
847
Tower Bridge Advisors
Pennsylvania
$496K
Capital World Investors
848
Capital World Investors
California
$496K +$522K +2,700 New
IFG
849
Independent Financial Group
California
$494K +$233K +1,206 +81%
KTM
850
Keeler Thomas Management
Utah
$491K -$90.2K -466 -15%

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.