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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
EMAM
951
Encompass More Asset Management
California
$341K +$338K +1,751 New
BCV
952
Banque Cantonale Vaudoise
Switzerland
$337K -$695K -3,604 -68%
CHAM
953
Clear Harbor Asset Management
Connecticut
$337K – – –
JIC
954
Joel Isaacson & Co
New York
$336K +$579 +3 +0.2%
ACM
955
Altrius Capital Management
North Carolina
$336K – – –
HFM
956
Hartford Financial Management
Connecticut
$335K +$4.44K +23 +1%
EAM
957
Empirical Asset Management
Massachusetts
$333K +$331K +1,714 New
LA
958
Legacy Advisors
Pennsylvania
$333K +$331K +1,714 New
PWM
959
Perigon Wealth Management
California
$330K +$68.3K +354 +26%
WA1
960
Wimmer Associates 1
California
$329K – – –
PWAM
961
Pinnacle West Asset Management
Wyoming
$328K – – –
GPA
962
Garrison Point Advisors
California
$326K -$176K -910 -35%
AIP
963
Ameritas Investment Partners
Nebraska
$324K – – –
HCA
964
Horan Capital Advisors
Ohio
$324K – – –
QCG
965
Quadrant Capital Group
Ohio
$322K +$45.5K +236 +17%
MAS
966
Meeder Advisory Services
Ohio
$322K +$20.6K +107 +7%
MCWS
967
McKinley Carter Wealth Services
West Virginia
$321K -$11.6K -60 -4%
SAM
968
SignalPoint Asset Management
Missouri
$318K +$7.91K +41 +3%
FNBTCON
969
First National Bank & Trust Co of Newtown
Pennsylvania
$314K -$9.64K -50 -3%
KCM
970
Kanawha Capital Management
Virginia
$314K +$20.3K +105 +7%
WB
971
WesBanco Bank
West Virginia
$314K +$311K +1,614 New
Members Trust
972
Members Trust
Florida
$312K +$772 +4 +0.3%
NG
973
Northstar Group
New York
$312K – – –
TAM
974
Tocqueville Asset Management
New York
$312K +$77.2K +400 +33%
SFS
975
Stiles Financial Services
Minnesota
$311K +$309K +1,601 New
37 38
39
40 41

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.