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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
PCM
976
Perkins Capital Management
Minnesota
$331K +$58K +300 +20%
SWMG
977
Sanchez Wealth Management Group
Florida
$331K
WBC
978
Westpac Banking Corp
Australia
$328K +$49.3K +255 +17%
NCFG
979
New Century Financial Group
New Jersey
$328K -$89.8K -464 -21%
PWAM
980
Pinnacle West Asset Management
Wyoming
$327K +$18.4K +95 +6%
MPW
981
Monterey Private Wealth
California
$326K +$580 +3 +0.2%
CWM
982
Connecticut Wealth Management
Connecticut
$325K +$52K +269 +18%
AFC
983
AFT Forsyth & Company
Florida
$324K
SIM
984
Studio Investment Management
Illinois
$324K -$15.1K -78 -4%
PA
985
Profund Advisors
Maryland
$324K -$8.32K -43 -2%
CFS
986
Cannon Financial Strategists
Georgia
$324K
PA
987
Pinnacle Associates
New York
$322K -$3.29K -17 -1%
EMAM
988
Encompass More Asset Management
California
$322K
OWA
989
Outlook Wealth Advisors
Texas
$321K +$66.2K +342 +24%
VWM
990
Valley Wealth Managers
New Jersey
$321K -$26.3K -136 -7%
CHAM
991
Clear Harbor Asset Management
Connecticut
$318K
ACM
992
Altrius Capital Management
North Carolina
$317K
LA
993
Legacy Advisors
Pennsylvania
$317K +$2.13K +11 +0.6%
HFM
994
Hartford Financial Management
Connecticut
$317K +$580 +3 +0.2%
SW
995
SVB Wealth
Massachusetts
$316K -$101K -520 -23%
NP
996
NorthRock Partners
Minnesota
$314K +$64.8K +335 +24%
WSC
997
Wellington Shields & Co
New York
$313K +$329K +1,700 New
WA1
998
Wimmer Associates 1
California
$311K
LIM
999
Longfellow Investment Management
Massachusetts
$310K +$126K +653 +63%
SAM
1000
SignalPoint Asset Management
Missouri
$310K +$9.87K +51 +3%

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.