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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
MBTD
951
Mechanics Bank - Trust Department
California
$350K
SB
952
Simmons Bank
Arkansas
$350K
GD
953
Grandfield & Dodd
New York
$349K
TIA
954
Traphagen Investment Advisors
New Jersey
$346K -$6.58K -34 -2%
Walleye Capital
955
Walleye Capital
New York
$346K -$537K -2,774 -60%
IAIM
956
International Assets Investment Management
Florida
$345K +$60.2K +311 +20%
HCM
957
Hall Capital Management
Rhode Island
$345K
WWP
958
WR Wealth Planners
Missouri
$344K +$1.35K +7 +0.4%
BCA
959
Bay Colony Advisors
Massachusetts
$344K -$54.2K -280 -13%
PWP
960
Principle Wealth Partners
Connecticut
$344K
ISB
961
Iowa State Bank
Iowa
$343K -$18.8K -97 -5%
SWM
962
Silverlake Wealth Management
Vermont
$342K -$273K -1,409 -43%
FRA
963
Front Row Advisors
California
$340K
SCA
964
Sippican Capital Advisors
Massachusetts
$340K
BEI
965
Benjamin Edwards Inc
Missouri
$340K -$101K -520 -22%
AWA
966
Arete Wealth Advisors
Illinois
$340K +$359K +1,853 New
BCCM
967
Bridge Creek Capital Management
Massachusetts
$339K +$152K +785 +74%
MG
968
Mather Group
Illinois
$339K +$151K +779 +81%
PWM
969
Perigon Wealth Management
California
$337K +$26.5K +137 +8%
WI
970
Wintrust Investments
Illinois
$337K +$11K +57 +3%
OAM
971
Occidental Asset Management
California
$337K -$17.8K -92 -5%
JIC
972
Joel Isaacson & Co
New York
$336K +$19.7K +102 +6%
APA
973
Astoria Portfolio Advisors
New York
$335K +$32.5K +168 +10%
VSQM
974
V-Square Quantitative Management
Illinois
$334K +$161K +832 +84%
SP
975
Symmetry Partners
Connecticut
$332K

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.