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Hershey
HSY

Overview Fund Activity

1,351 hedge funds and large institutions have $22.7B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 531 increasing their positions, 418 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+10
Holders Change %
+0.75%
% of All Funds
19.58%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
153
Increased
531
Reduced
418
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$668M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$420M
3
Truist Financial
Truist Financial
North Carolina
+$208M
4
Bank of America
Bank of America
North Carolina
+$164M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669M
2
Renaissance Technologies
Renaissance Technologies
New York
-$198M
3
BlackRock
BlackRock
New York
-$192M
4
Ameriprise
Ameriprise
Minnesota
-$145M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
976
NWAM LLC
Washington
$305K -$9.35K -48 -3%
EWM
977
Empirical Wealth Management
Washington
$305K -$74.1K -381 -20%
CAG
978
Csenge Advisory Group
Florida
$304K -$1.22M -6,289 -80%
APA
979
Astoria Portfolio Advisors
New York
$302K -$20.6K -113 -6%
BHPW
980
Beverly Hills Private Wealth
California
$301K +$778 +4 +0.3%
WBC
981
Westpac Banking Corp
Australia
$298K – – –
SFWC
982
Strategic Family Wealth Counselors
New Jersey
$297K – – –
GTAM
983
Global Trust Asset Management
Florida
$297K – – –
GWCM
984
Godshalk Welsh Capital Management
Pennsylvania
$297K – – –
AA
985
Advisory Alpha
Michigan
$296K +$296K +1,520 New
NA
986
Navellier & Associates
Nevada
$295K +$2.14K +11 +0.7%
EWM
987
Evercore Wealth Management
New York
$295K -$3.89K -20 -1%
BMC
988
Beaton Management Company
Massachusetts
$294K – – –
AWC
989
Abundance Wealth Counselors
Pennsylvania
$293K -$35.6K -183 -11%
PCM
990
Perkins Capital Management
Minnesota
$292K +$292K +1,500 New
RPC
991
Rossmore Private Capital
Connecticut
$292K – – –
CT
992
Cambridge Trust
Massachusetts
$292K -$5.25K -27 -2%
OBGC
993
O'Brien Greene & Co
Pennsylvania
$292K – – –
NFG
994
Nadler Financial Group
Illinois
$292K – – –
CWM
995
Connecticut Wealth Management
Connecticut
$291K -$778 -4 -0.3%
SWM
996
Spire Wealth Management
Virginia
$290K +$8.56K +44 +3%
MAG
997
M3 Advisory Group
Massachusetts
$289K +$3.89K +20 +1%
SF
998
Synovus Financial
Georgia
$288K -$10.9K -56 -4%
TAM
999
Titleist Asset Management
Texas
$288K +$288K +1,481 New
BB
1000
Berkshire Bank
Massachusetts
$287K – – –
38 39
40
41 42