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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
PWW
876
Pettyjohn Wood & White
Virginia
$455K +$479K +2,475 New
AIC
877
Archer Investment Corporation
Indiana
$453K +$1.94K +10 +0.4%
CPA
878
Cardiff Park Advisors
California
$451K +$3.1K +16 +0.7%
Fuller & Thaler Asset Management
879
Fuller & Thaler Asset Management
California
$451K +$375K +1,940 +377%
FC
880
Forte Capital
New York
$448K +$6.77K +35 +1%
GLA
881
Good Life Advisors
Pennsylvania
$446K +$15.7K +81 +3%
MS
882
Maven Securities
Jersey
$443K -$946K -4,889 -67%
EWA
883
EverSource Wealth Advisors
Alabama
$438K +$34.8K +180 +9%
ESB
884
Essex Savings Bank
Connecticut
$438K +$65.6K +339 +17%
LFA
885
LifeGuide Financial Advisors
Pennsylvania
$437K +$387 +2 +0.1%
ANBT
886
American National Bank & Trust
Texas
$430K +$320K +1,656 +242%
DSC
887
Duncker Streett & Co
Missouri
$421K
NIM
888
Northeast Investment Management
Massachusetts
$421K
BWP
889
BSW Wealth Partners
Colorado
$417K +$8.13K +42 +2%
TPWA
890
TRUE Private Wealth Advisors
Oregon
$416K +$46.8K +242 +12%
EFA
891
Edge Financial Advisors
Illinois
$416K -$33.5K -173 -7%
MFA
892
McClarren Financial Advisors
Pennsylvania
$412K -$399K -2,060 -92%
BW
893
Bison Wealth
Georgia
$411K
FG
894
Foster Group
Iowa
$410K -$19K -98 -4%
ABC
895
Associated Banc-Corp
Wisconsin
$410K -$2.52K -13 -0.6%
CCG
896
Cypress Capital Group
Florida
$408K -$299K -1,545 -41%
IAN
897
Integrated Advisors Network
Texas
$407K +$63.1K +326 +17%
CCM
898
Coldstream Capital Management
Washington
$407K +$76.8K +397 +22%
P
899
&Partners
Tennessee
$405K +$427K +2,205 New
ISL
900
Ingalls & Snyder LLC
New York
$405K

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.