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Hershey
HSY

Overview Fund Activity

1,348 hedge funds and large institutions have $29.3B invested in Hershey in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 486 increasing their positions, 464 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,348
Holders Change
+20
Holders Change %
+1.51%
% of All Funds
21.26%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.24%
New
100
Increased
486
Reduced
464
Closed
74
Calls
$284M
Puts
$287M
Net Calls
-$2.84M
Net Calls Change
-$31.9M

Top Buyers

1
HTC
Hershey Trust Company
Pennsylvania
$516M
2
Amundi
Amundi
France
$494M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$176M
4
BlackRock
BlackRock
New York
$3.79B
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$211M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$165M
2
Bank of America
Bank of America
North Carolina
$320M
3
Ameriprise
Ameriprise
Minnesota
$243M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$351M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$793M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
876
Hartford Financial Management
Connecticut
$421K +$499 +2 +0.1%
CW
877
Channel Wealth
California
$419K – – –
PWMAG
878
Pinnacle Wealth Management Advisory Group
New Jersey
$419K +$16.2K +65 +4%
AR
879
Apeiron RIA
Texas
$419K +$42.4K +170 +11%
IC
880
Inscription Capital
Texas
$419K -$9.99K -40 -2%
Luther King Capital Management (LKCM)
881
Luther King Capital Management (LKCM)
Texas
$415K – – –
CFS
882
Cannon Financial Strategists
Georgia
$415K – – –
SWM
883
SeaCrest Wealth Management
New York
$414K -$250 -1 -0.1%
CSPIA
884
Cary Street Partners Investment Advisory
Virginia
$412K -$11K -44 -3%
BAM
885
Belpointe Asset Management
Nevada
$411K -$87.6K -351 -18%
LA
886
Lifeworks Advisors
Michigan
$409K +$142K +569 +53%
AC
887
Avestar Capital
New York
$408K -$3K -12 -0.7%
APWA
888
Atlas Private Wealth Advisors
New Jersey
$407K +$407K +1,630 New
CCP
889
Cassia Capital Partners
North Carolina
$405K +$32.7K +131 +9%
HFM
890
Harvest Fund Management
China
$405K +$145K +583 +56%
DLA
891
Douglas Lane & Associates
New York
$405K -$3.75K -15 -0.9%
Verition Fund Management
892
Verition Fund Management
Connecticut
$402K -$340K -1,363 -46%
ZF
893
Zhang Financial
Michigan
$402K +$250 +1 +0.1%
NG
894
Northstar Group
New York
$400K – – –
PAM
895
Pegasus Asset Management
New York
$400K +$400K +1,600 New
Members Trust
896
Members Trust
Florida
$399K +$399K +1,599 New
CGL
897
Clarius Group LLC
Washington
$397K +$7.74K +31 +2%
QCG
898
Quadrant Capital Group
Ohio
$394K +$1.5K +6 +0.4%
TTWM
899
TCV Trust & Wealth Management
Virginia
$394K +$18.7K +75 +5%
FA
900
FDx Advisors
Illinois
$393K -$25K -100 -6%
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