HSY icon

Hershey
HSY

Overview Fund Activity

1,291 hedge funds and large institutions have $23.5B invested in Hershey in 2023 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 460 increasing their positions, 445 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
-57
Holders Change %
-4.23%
% of All Funds
20.58%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
117
Increased
460
Reduced
445
Closed
159
Calls
$405M
Puts
$479M
Net Calls
-$74.6M
Net Calls Change
-$71.8M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$293M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207M
3
VAM
Vontobel Asset Management
New York
+$141M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$82.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$237M
2
AI
Axiom Investors
Connecticut
-$150M
3
PI
Putnam Investments
Massachusetts
-$143M
4
GQG Partners
GQG Partners
Florida
-$130M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
TL
901
Tradewinds LLC
North Carolina
$331K +$331K +1,655 New
RB
902
Renasant Bank
Mississippi
$328K +$60K +300 +22%
APWA
903
Atlas Private Wealth Advisors
New Jersey
$328K +$2K +10 +0.6%
DLA
904
Douglas Lane & Associates
New York
$327K +$2.8K +14 +0.9%
FFA
905
First Foundation Advisors
California
$326K +$326K +1,629 New
GW
906
GW & Wade
Massachusetts
$323K +$113K +564 +54%
IAIM
907
International Assets Investment Management
Florida
$322K +$21.3K +105 +7%
MA
908
Montag & Associates
Georgia
$321K +$9.8K +49 +3%
NG
909
Northstar Group
New York
$321K – – –
APA
910
Astoria Portfolio Advisors
New York
$319K +$38.8K +205 +14%
MSFS
911
Main Street Financial Solutions
Pennsylvania
$318K +$20.6K +103 +7%
HWM
912
HB Wealth Management
Georgia
$317K -$74.4K -372 -19%
TTWM
913
TCV Trust & Wealth Management
Virginia
$316K – – –
CCM
914
Coldstream Capital Management
Washington
$315K -$76K -380 -19%
AC
915
Avestar Capital
New York
$315K -$12K -60 -4%
KA
916
KLCM Advisors
Wisconsin
$314K – – –
CI
917
Cigna Investments
Connecticut
$313K -$42K -210 -12%
BHPW
918
Beverly Hills Private Wealth
California
$313K +$1.8K +9 +0.6%
NFG
919
Nations Financial Group
Iowa
$312K -$1.26M -6,286 -80%
FNBTCON
920
First National Bank & Trust Co of Newtown
Pennsylvania
$312K – – –
FA
921
FDx Advisors
Illinois
$311K -$4.21K -21 -1%
CCG
922
Cypress Capital Group
Florida
$311K – – –
FA
923
Faithward Advisors
Pennsylvania
$308K +$10.1K +52 +3%
PWAM
924
Pinnacle West Asset Management
Wyoming
$307K +$20K +100 +7%
SAM
925
SignalPoint Asset Management
Missouri
$307K +$17.2K +86 +6%
35 36
37
38 39