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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
GRP
901
Global Retirement Partners
California
$405K +$290K +1,501 +214%
IA
902
Insight Advisors
Pennsylvania
$405K -$69.8K -361 -14%
VA
903
Vident Advisory
Georgia
$402K -$15.3M -79,027 -97%
SMG
904
Smart Money Group
Texas
$402K -$21.1K -109 -5%
NG
905
Northstar Group
New York
$399K +$110K +566 +35%
LSAG
906
Lake Street Advisors Group
New Hampshire
$398K +$23K +119 +6%
EAM
907
Empirical Asset Management
Massachusetts
$396K +$85.5K +442 +26%
GCP
908
GSA Capital Partners
United Kingdom
$395K +$416K +2,148 New
IWA
909
Inspirion Wealth Advisors
Illinois
$394K +$2.13K +11 +0.5%
AR
910
Apeiron RIA
Texas
$394K +$33.9K +175 +9%
Nomura Holdings
911
Nomura Holdings
Japan
$392K +$181K +936 +78%
SIM
912
Stratos Investment Management
Ohio
$390K +$32.5K +168 +9%
WE
913
Wealth Effects
Massachusetts
$389K +$410K +2,117 New
AF
914
Advisornet Financial
Minnesota
$383K -$59K -305 -13%
PI
915
PFG Investments
New York
$382K +$16.8K +87 +4%
TAM
916
Titleist Asset Management
Texas
$381K +$115K +594 +40%
SPC
917
Sigma Planning Corp
Michigan
$380K -$297K -1,534 -43%
LA
918
Lifeworks Advisors
Michigan
$379K +$134K +691 +50%
ATPW
919
Ashton Thomas Private Wealth
Arizona
$378K -$27.9K -144 -7%
CT
920
Caldwell Trust
Florida
$376K -$104K -535 -21%
NFG
921
Northeast Financial Group
Pennsylvania
$376K +$387 +2 +0.1%
FA
922
Faithward Advisors
Pennsylvania
$373K -$46.4K -240 -11%
SSWM
923
Sheets Smith Wealth Management
North Carolina
$371K +$390K +2,017 New
FRA
924
Frank Rimerman Advisors
California
$371K +$390K +2,017 New
ECG
925
Edge Capital Group
Georgia
$369K

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.