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Hershey
HSY

1,361 hedge funds and large institutions have $22.8B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 532 increasing their positions, 422 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 422

18% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 132

2% more capital invested

Capital invested by funds: $22.3B → $22.8B (+$461M)

1% more funds holding

Funds holding: 1,348 → 1,361 (+13)

5% less call options, than puts

Call options by funds: $595M | Put options by funds: $627M

1.25% less ownership

Funds ownership: 79.76% → 78.51% (-1.2%)

33% less funds holding in top 10

Funds holding in top 10: 12 → 8 (-4)

Holders
1,361
Holders Change
+13
Holders Change %
+0.96%
% of All Funds
19.6%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
156
Increased
532
Reduced
422
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$663M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$416M
3
Truist Financial
Truist Financial
North Carolina
+$206M
4
Bank of America
Bank of America
North Carolina
+$162M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$663M
2
Renaissance Technologies
Renaissance Technologies
New York
-$197M
3
BlackRock
BlackRock
New York
-$190M
4
Ameriprise
Ameriprise
Minnesota
-$144M
5
JP Morgan Chase
JP Morgan Chase
New York
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
926
Ledyard National Bank
$364K – – –
PWP
927
Principle Wealth Partners
Connecticut
$364K – – –
WWP
928
WR Wealth Planners
Missouri
$363K +$3.09K +16 +0.9%
HWM
929
HB Wealth Management
Georgia
$363K +$77.2K +400 +27%
HBT
930
Heartland Bank & Trust
Illinois
$363K +$360K +1,864 New
RIA
931
Realta Investment Advisors
Delaware
$360K -$17.7K -92 -5%
SCA
932
Sippican Capital Advisors
Massachusetts
$360K – – –
FRA
933
Front Row Advisors
California
$360K +$357K +1,850 New
SIM
934
Studio Investment Management
Illinois
$358K +$355K +1,841 New
TA
935
Townsend & Associates
Colorado
$355K – – –
CCM
936
Coldstream Capital Management
Washington
$353K +$11.2K +58 +3%
RZH
937
Relyea Zuckerberg Hanson
Connecticut
$351K +$72K +373 +26%
SP
938
Symmetry Partners
Connecticut
$351K – – –
PA
939
Profund Advisors
Maryland
$351K -$28.4K -147 -8%
FFA
940
Florida Financial Advisors
Florida
$351K +$61K +316 +21%
SWMG
941
Sanchez Wealth Management Group
Florida
$350K – – –
Fidelity International
942
Fidelity International
Bermuda
$350K +$347K +1,799 New
MWA
943
MN Wealth Advisors
Kansas
$348K +$16.6K +86 +5%
PWLP
944
Prio Wealth Limited Partnership
Massachusetts
$348K -$2.51K -13 -0.7%
WI
945
Wintrust Investments
Illinois
$346K -$863K -4,473 -72%
MPW
946
Monterey Private Wealth
California
$345K – – –
PA
947
Pinnacle Associates
New York
$344K -$102K -530 -23%
SF
948
Summit Financial
New Jersey
$344K +$85.1K +441 +33%
AFC
949
AFT Forsyth & Company
Florida
$343K – – –
CFS
950
Cannon Financial Strategists
Georgia
$342K +$19.3K +100 +6%
36 37
38
39 40

HSY Hedge Fund Activity: Q1 2024 in Review

1,361 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2024, worth a combined $22.8B — up 2.1% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new HSY positions and 132 closed out — a net gain of 24 holders — while 532 added to existing stakes and 422 trimmed.

The largest buyer was Charles Schwab, adding an estimated $663M. The largest seller was Morgan Stanley, cutting an estimated $663M.

  • 1,361 institutional investors held Hershey (HSY) as of Q1 2024, up from 1,348 in Q4 2023.
  • Funds reported $22.8B of Hershey stock for Q1 2024, up 2.1% quarter-over-quarter.
  • 156 funds opened new Hershey positions in Q1 2024 and 132 closed out, a net change of +24 holders.
  • The largest Hershey buyer in Q1 2024 was Charles Schwab, an estimated $663M added.
  • The largest Hershey seller in Q1 2024 was Morgan Stanley, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2024.