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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
FFO
976
Fiduciary Family Office
Florida
$311K – – –
WA
977
Waverly Advisors
Alabama
$311K +$308K +1,598 New
IAIM
978
International Assets Investment Management
Florida
$311K -$3.86K -20 -1%
TTWM
979
TCV Trust & Wealth Management
Virginia
$310K – – –
CI
980
Cigna Investments
Connecticut
$308K -$4.44K -23 -1%
LIM
981
Letson Investment Management
Georgia
$306K – – –
VDI
982
Vaughan David Investments
Illinois
$306K +$34.5K +179 +13%
NL
983
NWAM LLC
Washington
$305K -$9.26K -48 -3%
EWM
984
Empirical Wealth Management
Washington
$305K -$73.5K -381 -20%
CAG
985
Csenge Advisory Group
Florida
$304K -$1.21M -6,289 -80%
APA
986
Astoria Portfolio Advisors
New York
$302K -$21.8K -113 -6%
BHPW
987
Beverly Hills Private Wealth
California
$301K +$772 +4 +0.3%
WBC
988
Westpac Banking Corp
Australia
$298K – – –
SFWC
989
Strategic Family Wealth Counselors
New Jersey
$297K – – –
GTAM
990
Global Trust Asset Management
Florida
$297K – – –
GWCM
991
Godshalk Welsh Capital Management
Pennsylvania
$297K – – –
AA
992
Advisory Alpha
Michigan
$296K +$293K +1,520 New
NA
993
Navellier & Associates
Nevada
$295K +$2.12K +11 +0.7%
EWM
994
Evercore Wealth Management
New York
$295K -$3.86K -20 -1%
BMC
995
Beaton Management Company
Massachusetts
$294K – – –
AWC
996
Abundance Wealth Counselors
Pennsylvania
$293K -$35.3K -183 -11%
PCM
997
Perkins Capital Management
Minnesota
$292K +$289K +1,500 New
RPC
998
Rossmore Private Capital
Connecticut
$292K – – –
CT
999
Cambridge Trust
Massachusetts
$292K -$5.21K -27 -2%
NFG
1000
Nadler Financial Group
Illinois
$292K – – –
38 39
40
41 42

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.