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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
CC
926
Courier Capital
New York
$368K
NG
927
Norden Group
Utah
$368K +$15.5K +80 +4%
TA
928
Townsend & Associates
Colorado
$368K
BEC
929
Blue Edge Capital
Virginia
$368K
CNBTD
930
Citizens National Bank Trust Department
Mississippi
$368K
NMC
931
Nine Masts Capital
Hong Kong
$368K +$387K +2,000 New
CIA
932
Choate Investment Advisors
Massachusetts
$367K
RAM
933
Ramirez Asset Management
New York
$366K +$126K +650 +49%
FNBT
934
FineMark National Bank & Trust
Florida
$365K -$13.9K -72 -4%
FAIM
935
Financial Advocates Investment Management
Washington
$364K +$181K +934 +89%
CAI
936
Capital Advisors Inc
Oklahoma
$363K +$176K +909 +85%
HT
937
Headlands Technologies
Illinois
$363K -$330K -1,705 -46%
WAOTB
938
Wealth Advisors of Tampa Bay
Florida
$361K
PBC
939
Pavion Blue Capital
California
$359K
ALAM
940
Asahi Life Asset Management
Japan
$358K +$377K +1,950 New
HBT
941
Heartland Bank & Trust
Illinois
$358K +$15.9K +82 +4%
HIG
942
Heritage Investment Group
Florida
$356K -$18K -93 -5%
ESBC
943
E.S. Barr & Co
Kentucky
$356K
TL
944
Tradewinds LLC
North Carolina
$354K +$372K +1,925 New
BFG
945
Bleakley Financial Group
New Jersey
$353K -$9.09K -47 -2%
FNBTCON
946
First National Bank & Trust Co of Newtown
Pennsylvania
$352K +$58K +300 +19%
MWA
947
MN Wealth Advisors
Kansas
$352K +$23.6K +122 +7%
CAG
948
Crestwood Advisors Group
Massachusetts
$351K +$6.96K +36 +2%
LTI
949
Laffer Tengler Investments
Tennessee
$350K +$321K +1,658 +677%
SC
950
Sapient Capital
Indiana
$350K +$2.32K +12 +0.6%

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.